About Specifying Driver Values

Before building a plan or forecast, verify and if needed adjust the key drivers, enabled by your administrator, that derive revenues and expenses. You can specify driver values:

• Manually

• By referencing and adjusting current, past, or projected trends such as:

  • Prior Year Actual Average

  • Forecast Average

  • Year Over Year Increase / Decrease to adjust the last business year’s value by percentage

For cash flow, you’ll specify the sources and timings of your revenue and expense categories. See Specifying Driver-Based Cash Use and Source Assumptions. For balance sheet, you’ll specify items like accrued compensation, accounts receivable, and prepaid expenses. See Specifying Balance Sheet Drivers.

Tutorials

Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Table 4-4 Tutorials to Learn About Financials

Your Goal	Learn How
Learn how to plan using driver-based data in Financials. See how you can create business plans and models that focus on key factors or criteria in your organization that impact and drive performance.	Driver-Based Planning in Financials