Fully automated P&L Projections added to Custom “What-If” Scenario Functionality

P&L Projections are now auto-generated by Financial Tracker™ every month based on any of the following methodologies:

1. Continuation of Trailing Actual Results Trendlines over the remainder of the year
2. Actual YTD Results + Average Trailing Monthly Results over the remainder of the year
3. Actual YTD Results + Remainder of Year Results assumed to be the same as prior year
4. Actual YTD Results + Budget for remainder of year
5. Actual YTD Results Annualized

P&L Projections are developed at a granular level, so you can drill down into the projections to view the projections by Region, Location or Division, or to drill down into the projections to view projected amounts by F/S line, general ledger category or account.

The new P&L Projections functionality is in addition to the “What-If Scenario” functionality added to Financial Tracker™ early in 2020.

Custom What-If Scenarios can be developed for both the P&L and the Balance Sheet.  An authorized user can apply their own assumptions against any set of financial statements for a given period of time.  Such assumptions would typically include Sales Growth assumptions, Gross Margin assumptions and Spending assumptions for each Financial statement line (Balance Sheet and P&L).  The net impact of all of these assumptions will generate a “What-If” set of financial statements.  Additionally, the amount of cash generated or used under any What-If Scenario and the Return on Equity under the What-If Scenario is computed and compared against the historical levels.  What-if Scenarios can be developed by management in minutes — not hours or days as is typically the case with any spreadsheet forecasting of the financial statements.  Similar to P&L Projections above, What-If Scenarios can also be computed at a very granular level, such as developing a specific scenario for a region or for a division.

New Answers to New Questions
Contact Us >

Login

Introduction

Grand Metrics, LLC (the “Company”) operates www.GrandMetrics.com (the “Site”).

This page informs you of our policies regarding the collection, use and disclosure of information received from users of the Site (“Information”). We use your Information only for providing and improving the Site and/or for use in communicating with the Company. By using the site, you agree to the collection and use of Information in accordance with this policy.

Collection and Use of Personally Identifiable Information

We may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to your name, company, email and telephone numbers.

Log Data

Like many site operators, we collect information that your browser sends whenever you visit our Site (“Log Data”). This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics.

In addition, we may use third party services such as Google Analytics that collect, monitor and analyze this information for the sole use of the company.

The Log Data section is for businesses that use analytics or tracking services in websites or apps, like Google Analytics.

Communications

We may use your Personal Information to contact you with newsletters, marketing or promotional materials and other information that you may be interested in.

Disclosure of Collected Information

Grand Metrics, LLC does not and will not share any of your information. All information is stored for the company’s sole use on encrypted and secured systems. For more information on Grand Metrics, LLC policy, please email info@GrandMetrics.com.