FP&A — Decisions

Financial Analyst Today Performance Forecast Business model Decisions Reports

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Data & settings

Example: Retail

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.

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 turns slipped to 4.9x from 5.4x annualized — the early summer assortment landed ahead of the season and DIO rose to 74 days, tying up ~$140K of cash in stock that won't sell through until the June promotional window.

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

$140,000

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 2026-04-23 · Observed

Approved: mark down the slow spring assortment and shift open-to-buy to the fast SKUs to lift turns off the seasonal low.

Modelled a scenario · Owner: Hale Mercantile buying team · Review by: 2026-06-19

Financial effect at decision time

Assumptions on the day

· The slow assortment would clear at the planned markdown depth.

· Open-to-buy could be reallocated without breaching the credit line.

Since this decision · Inferred

At decision4.1

At review4.6

Movement0.5

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.