Excel
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Excel’s Game-Changing COPILOT Function: Why My Previous AI Recommendations Just Changed
TL;DR: Microsoft just launched the revolutionary COPILOT function in Excel, bringing AI directly into spreadsheet cells. This changes everything I recommended in my previous Copilot vs Claude comparison. While Claude still excels for complex Power Query work, Excel’s new COPILOT function delivers the speed, flexibility, and native integration that transforms how we work with data—without… Continue reading
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Recurring revenue modeling can be tricky, using cancellation curves can improve precision and results
In a recent post on SaaS financial modeling, I covered some of the main drivers that play a role in the construction of financial forecasts for SaaS and related business models. One of the most important aspects of such financial forecasts is the build out of contracted revenues. In general contracted revenues can be quite… Continue reading
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Key considerations for SaaS (or any recurring revenue) financial models
Build your components so the are easily expandable in time and detail In SaaS, decoding revenue dynamics is pivotal for pushing the business forward. Let’s talk about the elements of financial modeling tailored for SaaS companies: 1. Revenue Insights: MRR (Monthly Recurring Revenue): This quantifies the predictable monthly revenue, offering immediate insights into short-term revenue… Continue reading
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How We Replaced an Implementation of Workday Adaptive Enterprise Planning Management with Microsoft’s PowerBI Tailored for FP&A Reporting
Excel’s powerful capabilities, integrations and flexibility make it a favored tool for all financial and accounting professionals. Like many middle market companies, we considered moving from an Excel dominated financial planning and reporting process to an “enterprise grade” solution. A very difficult decision, we set aside Excel for a unified financial planning tool, also known… Continue reading