FP&A — Decisions

Financial Analyst Today Performance Forecast Business model Decisions Reports

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Data & settings

Example: Distribution / wholesale

Change example

Which choices need action, which are underway, and did the last ones land.

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Available on every tab in your workspace — answers come with sources, the period, the calculation, and a confidence level.

Compare this decision's expected effect with what happened. Which open decisions are past their review date?

Answers run on your connected books after signup. The sample keeps every number deterministic — it never improvises a reply.

Decisions

Where the team answers the questions Today and the scenarios raise — and later checks how each call landed.

Open Today

Needs your decision0

In progress1

Outcome recorded1

Needs your decision

The review window has arrived — check what the metric actually did and settle the call.

Nothing is waiting on you. New questions appear on Today. Open Today →

In progress · review scheduled

Captured and owned; the outcome is re-checked automatically on later closes.

In review Decided 2026-05-20 · Observed

Inventory days on hand rose to 62 in April from 58 — the Q2 pre-buy on the Westbrook SKU line landed three weeks early and $214K of stock is sitting longer than planned. Turns slipped from 6.3x to 5.9x annualized; ~$120K of cash is tied up vs the March working-capital plan.

Assigned for review · Owner: You · Review by: 2026-06-05

Next: nothing to do yet — the outcome is checked automatically after the review date.

Financial effect at decision time

$120,000

Assumptions on the day

· impact is a one-time working-capital level move — not annualised

· 2 source citation(s) back the period figures

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What happened

Reported as an association over the review window — other factors also changed, never proof of cause.

Outcome recorded Decided 2026-04-19 · Observed

Approved: tighten the two national accounts back to net-45 and add a 2%/10 early-pay discount to pull receivables in.

Modelled a scenario · Owner: Marcus Toole (AR) · Review by: 2026-06-15

Financial effect at decision time

$47

Assumptions on the day

· $61K of AR was past 90 days, concentrated in the two named accounts.

· The accounts would accept tighter terms rather than re-bid the contract.

Since this decision · Inferred

At decision47

At review43

Movement-4

Hypothesis holds (inferred)

An inferred association over a window where other factors also changed — never a proven cause.

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Decisions are captured from Today cards and modeled scenarios — with the numbers as they stood at decision time. There is no blank form, so every entry stays auditable.