Overview
This FP&A review deck standardizes monthly performance conversations around the insights that matter. Use it to highlight drivers behind the numbers, the actions underway, and the decisions needed to stay on plan.
When to use this deck
- Monthly executive operating reviews with finance at the helm.
- Business partner syncs where finance needs to translate numbers into actions.
- Preparing materials for rolling forecasts or midpoint reforecasts.
What’s inside the template
- Flash dashboard with plan vs. actual KPIs and forecast updates.
- Detailed variance bridges explaining revenue, cost, and margin movements.
- Cash flow, working capital, and balance sheet trend visuals with commentary space.
- Corrective action tracker capturing owner, impact, and status updates.
- Appendix templates for cohort analyses, ARR waterfalls, or product profitability views.
Data to assemble
- Latest close data including GL, sub-ledger, and forecast snapshots.
- Operational KPIs tied to drivers like acquisition, retention, utilization, or productivity.
- Existing action lists or remediation plans from prior reviews.
Customization tips
- Use ML Clever’s dynamic filters to tailor the deck for each business unit while maintaining a consistent structure.
- Embed drill-through charts or dashboards so leadership can explore data without leaving the deck.
- Automate distribution by scheduling ML Clever to send the final deck and key metrics digest to stakeholders.
Related playbooks
Set the foundation with the Finance Budget Plan Deck, then escalate strategic insights to the board using the Finance Board Report Deck.
