Run a variance analysis to know what changes to flag to your client

  • 26 April 2022
  • 0 replies

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How often have you found yourself spending hours pulling multi-period reports, building variance modeling manually only to then have to eyeball what to pay attention to and highlight to your client in your monthly reporting?ย 


Well today that hassle is over. In less than 30 seconds, you can run a report with instant variance analysis with heat mapping to drive to what truly matters to your client.ย 



1. Run a Profit & Loss, Balance Sheet and Cashflow Statement in Digits Reports

2. Click the "Options" button on the left side to open up the panel.

3. Choose the Month over Month and Year over Year options to bring them into the report.

If there are no major movers, choose if you want to leave the options toggled and then prepare to send your report.

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