Getting started · CFO
What to prepare, what to check and how to start a useful product discussion.
Prepare a clear starting point.
A well-defined process helps more than a long list of features.
- The reports you prepare and the decisions they support.
- Data sources, periods, currencies and entities.
- Budget assumptions and the indicators management tracks.
- 01Choose an analysis use case
For example: margin variance, cash flow or actuals against budget.
- 02Confirm the source and plan
Check import formats, relevant connectors and the capabilities included in the subscription.
- 03Validate the result
Compare the first analysis with its data source and document scenario assumptions.