The Role Forward: A Strategic Finance Podcast cover image

The Rapid Growth of Third-Gen FP&A Tools: The FP&A Guy, Paul Barnhurst

The Role Forward: A Strategic Finance Podcast

CHAPTER

How to Evaluate a Calculation Engine

The first thing is deciding that how much do I need to spreadsheet or not. Do they have a headcount model, do they have templates? How do they integrate with Excel like some tools may not use it as their calculation engine but you can build the model and easily load it to the tool. And then for the next one, you know, reporting and dashboarding, most tools do a pretty good job there. The more focuses on very small market, the less flexibility you're going to get in a reporting typically.

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