FP&A — Decisions

Financial Analyst Today Performance Forecast Business model Decisions Reports

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Data & settings

Example: Professional practice

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?

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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.

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In progress · review scheduled

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

In review Decided 2026-05-20 · Explained

Billable utilization slipped to 72% in April from 76% — two senior associates rolled off the Brightline engagement before the next matter staffed, leaving ~120 bench hours. At the blended rate that is ~$54K of unrealized revenue for the month.

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

-$54,000 – -$648,000

Assumptions on the day

· impact shown as a range — the behavioural response to this change is not yet observed, so the high edge annualises a persistent step-change

· 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 2026-04-20 · Observed

Approved: shift two associates off the stalled Henley matter onto the billable backlog to lift utilization toward the 75% target.

Modelled a scenario · Owner: Grace Halverson (Partner) · Review by: 2026-06-16

Financial effect at decision time

$68

Assumptions on the day

· The billable backlog had enough open matters to staff both associates.

· Realization on the backlog matters matched the firm's standard rate.

Since this decision · Inferred

At decision68

At review71

Movement3

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.