FP&A Use-case Deepdive
In-quarter bookings & revenue forecasting
Build a defensible in-quarter forecast by blending current pipeline, historical conversions, scenario inputs, and deal-level overrides with an AI-native approach.
See more FP&A use casesOutputs we will build
Segment-level forecast view with base / bull / bear scenarios tied to conversion ranges.
Deal mix and conversion contribution charts for executive readouts.
KPI rollups (ACV, TCV, renewal rates) with YoY and plan variance.
Objectives
- Load current-quarter pipeline and prior-year quarter snapshots.
- Apply conversion ranges by deal type, stage, and segment.
- Configure base, bull, and bear scenarios with percentile inputs.
- Add deal-level overrides when new intelligence is available.
- Calculate ACV, TCV, renewal rates, and compare to plan and prior year.
- Build clear charts and narratives for executive reviews.
- Publish as a shareable app for stakeholders.