ABOUT THE WEBSITE

WHAT'S ON THE WEBSITE

This book is accompanied by a companion website:

wiley.com/go/fpapm

The following sections provide a summary of the software and other materials you'll find on the website.

Content

A number of illustrative performance dashboards, analytical tools, and Excel models used in the book are included in the accompanying website. These items are identified in the book with a website logo . The dashboards and spreadsheets are intended as working examples and starting points for the reader's use. An important theme of this book is to underscore the importance of selecting the appropriate measures and dashboards. It is very important to carefully select the measures and analytical tools that are most appropriate for each circumstance. Accordingly, most of the dashboards and models will have to be tailored to fit the specific needs of each situation. Please note that in order to facilitate changes to the analyses, none of the formulas in the worksheets are protected. A copy of the original files should be retained in the event that formulas are inadvertently changed or deleted.

The spreadsheets contain the data used in the examples provided in the book. In order to fully understand the worksheets, including the objective, context, and logic of the analysis, the user should refer to the appropriate example in the text. For each worksheet, the data input fields are generally highlighted in color. All other fields contain formulas. The reader should save these files under a different name and use them to begin developing dashboards and analysis for the reader's specific needs. Using the models on the Website‐ROM requires Microsoft Excel software and an intermediate skill level in the use of that software. Many of the worksheets are stand‐alone analyses that are not linked to the other spreadsheets. However, some of the workbook files contain models that require data input on the first worksheet to drive the models on subsequent worksheets in that file.

The website also includes a Quick Reference Guide (Table 2.8) that can be printed, laminated, and retained as a reference for financial terms and ratios and key aspects of valuation and performance measurement.

All contents are Excel spreadsheets unless otherwise noted.

Chapter 2

Fundamentals of Finance

Table 2.5

Roberts Manufacturing Co. Historical and Estimated 2018 Financials

Table 2.7

Roberts Manufacturing Co. Performance Assessment Summary

Figure 2.2

Key Performance Trends for Roberts Manufacturing Co.

Table 2.8

Key Financial Terms and Measures: Quick Reference Guide

Chapter 3

Key Analytical Tools and Concepts

Table 3.1

Finished Goods Inventory – Vance Corp

Table 3.2

Finished Goods Inventory – Vance Corp: Descending Order

Table 3.3

Analysis of Finished Goods Inventory

Table 3.4

Stock Price Sensitivity Analysis

Table 3.5

Expected Value of Sales Plan

Figure 3.1

Decision Tree: Replace Existing Product

Table 3.6

Return on Equity Analysis

Figure 3.2

Revenue Process and Accounts Receivable Analysis

Table 3.7

Order Processing Costs Allocated by Sales Dollars

Table 3.8

Costs Assigned Based on Activity

Table 3.9

Business Model Illustration: Traditional View

Table 3.10

Business Model Illustration: Comprehensive View

Table 3.11

Business Model Benchmark Summary Based on Company Reports and SEC Filings

Table 3.12

Varying Business Models under the Same Roof

Table 3.13

Business Models in a Homogeneous Company

Table 3.14

Cost and Breakeven Analysis

Table 3.15

Operating Leverage Illustration: Current Situation

Table 3.16

Operating Leverage Illustration: Revised Cost Structure

Chapter 4

Developing Predictive and Analytical Models

Figure 4.1

Financial Model Architecture

Table 4.2

Product Revenue and Margin Documentation

Table 4.3

Revenue Plan Model – Existing Products

Table 4.4

Revenue Plan Model – New Products

Figure 4.2

Model Summary

Chapter 5

Building Analytical Capability

Table 5.1

Experience, Skill, and Competency Inventory

Table 5.2

Best Practices Checklist Excerpt

Table 5.3

Report and Analysis Inventory and Assessment

Table 5.4

FP&A Improvement Plan

Chapter 6

Communicating and Presenting Financial Information

Figure 6.1

Revenue Process–Accounts Receivable Dashboard

Figure 6.2

Cost Pie Chart

Figure 6.3

Histogram of Expenses

Figure 6.4

Comparative Histogram Chart

Figure 6.5

Doughnut Graph – Percentage Completion

Figure 6.6

Line Graph

Figure 6.7

Stacked Column Graph

Figure 6.8

Stacked Columns with Float

Figure 6.9

Bar Chart

Figure 6.10

Dual Axis Graph

Figure 6.11

Reconciliation (Waterfall) Graph

Table 6.1

Sensitivity Chart

Figure 6.12

Speedometer Chart

Figure 6.13

Human Capital Management Assessment

Chapter 7

Business Performance Management

Table 7.2

Project Timeline

Chapter 8

Dashboards and Key Performance Indicators

Figure 8.2

Personal Health and Fitness Dashboard

Figure 8.4

Quarterly Corporate Dashboard

Figure 8.5

Example of Weekly Dashboard

Figure 8.6

New Product Development Dashboard

Figure 8.7

Revenue Process/Receivables Improvement Dashboard

Figure 8.8

Dashboard for Specialty Retail: Lawn and Garden

Figure 8.9

Dashboard for Ski Resort

Figure 8.10

Dashboard for Medical Center

Chapter 9

Institutionalizing Performance Management

Figure 9.3

Business Unit Accountability Dashboard

Chapter 10

Measuring and Driving What's Important: Innovation, Agility, and Human Capital

Figure 10.1

Historical Performance Recap: Apple

Figure 10.2

Comparative Performance: Netflix and Blockbuster

Figure 10.4

New Product Development Dashboard

Figure 10.5

Innovation Dashboard

Figure 10.9

Agility Dashboard

Table 10.2

Investment in New Hire

Figure 10.11

HCM Portfolio Analysis

Table 10.3

Headcount Analysis

Figure 10.13

HCM Dashboard

Chapter 11

The External View: Benchmarking Performance and Competitive Analysis

Figure 11.1

Quarterly...