Management Reporting Cheatsheet



15 most common FP&A reports
1️⃣ Month - end Reporting
2️⃣ Quarterly Business Reviews (QBR’s)
3️⃣ Operating Plan Deck (Budget Deck)
4️⃣ The Latest Estimate/ Outlook Deck
5️⃣ Flash Reporting
6️⃣ Risks and Opportunities Assessment
7️⃣ Headcount / Manpower Reporting
8️⃣ Sales Pipeline Analysis
9️⃣ Ad hoc reporting
1️⃣0️⃣ Investor Presentations
1️⃣1️⃣  Balanced Scorecards
1️⃣2️⃣ KPI or OKR Reviews
1️⃣3️⃣ Monthly Product Review
1️⃣4️⃣  Product Profitability Report
1️⃣5️⃣ Customer Segmentation Report

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