For CFOs and FP&A leaders
The Planning & Forecasting Reality Check

Is your financial forecast built on process or on effort?

Most finance teams deliver the forecast. Fewer say how much of their time goes into collecting and checking numbers instead of explaining them.

  • 9 questions
  • About 3 minutes
  • Personalised recommendations
Start your reality check

    Where does the effort go?

    Where does your team spend the most effort?

    Is it collecting inputs from across the business? Keeping track of changes and approvals? Or preparing a new scenario when management needs one?

    Your answers will help you identify the part of planning that needs your attention most.

    • Most of the cycle goes into gathering and reconciling numbers before any analysis starts.
    • Control depends on file names, trackers and email, and a figure presented to management can't always be traced.
    • By the time the answer is ready, the decision has often been made.
    What you will take away

    A personal report, ready the moment you finish.

    1. 01
      See how your team handles budgeting, forecasting and scenarios today.
    2. 02
      Find the step that creates the most extra work for Finance.
    3. 03
      Get recommendations you can use to make planning easier for your team and provide clearer answers to the business.
    Levels of planning maturity

    Which one describes your team today?

    0–32% Manual Planning depends on files, email and individual effort.
    33–56% Structured Processes exist, but rely on spreadsheets and manual follow-up.
    57–78% Connected Core processes run in one system; some steps are still manual.
    79–100% Integrated One governed model links data, workflow and financial impact.

    Three minutes now. A clearer financial forecast cycle after.

    Enter your details to get started. Your score and recommendations appear instantly.