Public Recordings

Presented by @Zubin Gidwani
Presented by @Liz Jorgensen
Presented by @Cindy Tsang
Presented by @Shelly Memberto
Presented by @Julia L Bingham
Presented by @Ross Hollander

We’ll start with a brief introduction and then jump right into a live Q&A with existing customers who can share their experiences building various scenarios in response to COVID-19:

• The World Series Champions Washington Nationals Baseball Team
• Ortho Carolina
• Little River Casino
• The Jewish Federation of Greater Phoenix/Martin Pear JCC/Ina Levine Campus

During this webinar you will learn:

• How to set up and refresh your data to the cloud
• How to use the Forecast Builder Tool to create blends:
• Actuals and remaining months budget
• Actuals and annualized (remaining months year-to-date average values)
• Actuals and prior year budget
• This year and last year

• How to add percentage and/or dollar value adjustments
• Review out-of-the-box reports to show your line-item budget inputs
• How you can replace Management Reporter with:

• Monthly Budget vs Actual Variance reports
• Transaction drill down reports
• Power BI dashboards
• Designing other custom reports
• Refreshable Excel reports