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It takes a lot of time and energy to create financial presentations for executives or the board

Financial presentations are a critical task for the CFO and finance team. But while charts and graphs make it easier to explain data, building visuals repeatedly from a static spreadsheet can be time-consuming to complete—time finance can’t afford to spare.

Presenting financial data takes time and effort

Presenting financial data visually is critical for helping non-finance people understand the story the numbers are trying to tell. For C-level decision makers, visual financial presentations are perfect for helping them quickly process all the information they need to identify opportunities or issues and then take action. However, you have a lot more to do every day than only build charts and reports.

Preparing finance presentations is easier with active planning

Building dashboards with static planning takes too much time

The reason finance doesn’t present financial data visually usually comes down to time. A static spreadsheet-driven planning process creates several obstacles to effective data visualization.

Issues include:

  • Spreadsheets require an outsized amount of manual work to create visuals and update if the data changes
  • Spreadsheets take too long to analyze, leaving little time left over to build charts
  • Every time you get a question about a chart you have to go back to the spreadsheet to find the answer, which is impractical to do on the fly
  • Spreadsheets force you to manually recreate the same chart every month, quarter, or year as you get new data
Active planning enables Finance to build effective dashboards and presentations quickly

With an active planning process, finance teams spend less time building dashboards and presentations, and more time analyzing the data and preparing for the actual presentation.

With an active planning process, you can:

  • Work with business data that is interconnected, and rolled-up automatically
  • Build sophisticated visuals in seconds, and refresh the data with one-click
  • Effectively deliver a visual to help support business decisions and communicate trends or areas of concern for other business owners
  • Adjust your model, or visuals, on the fly to answer any questions that come up in real-time
  • Spend more time focusing on the broader business story and preparing for questions from executives rather than putting the financial presentation together

Build finance presentations in less time with Workday Adaptive Planning

With Workday Adaptive Planning, data visualization becomes a faster, more dynamic process. When it takes less time to build dashboards and reports, you can spend more time preparing for your big budgeting presentation. Rely on Workday Adaptive Planning analytics to help improve the process of creating finance presentations. Benefits include:

Drill-down functionality

Data visualizations are always linked to the underlying data, giving you a single source of truth and visuals that are easy to refresh with the latest data. Answer any question by clicking on a chart or dashboard to drill into the data, down to the transactional level.

What-if scenario analysis

Interactive charts give finance and non-finance team members the ability to explore what-if scenarios in real time. Running scenario analysis or ad-hoc analysis has never been easier, with all of the visuals and data at your fingertips.

Customize your presentations

With reporting in Workday Adaptive Planning, you have complete control over formatting (colors, fonts, shading, graphics) to give your financial model presentation the customization you need—no coding or design skills required!

Workday Adaptive Planning OfficeConnect

Quickly create quality reports and boardbooks by integrating your latest actuals, plans, and forecasts with Microsoft Office applications (Excel, Word, and Powerpoint). Save time in the report-building process by combining your planning and consolidation data directly with Microsoft, and automate monthly reports an executive packages.

Office Connect for Financial Planning

Start building more effective dashboards and visuals in less time.

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