Introduction
In the ValuPlan module, the Financial Projections tab is designed to simplify and enhance your financial forecasting process. To further support your decision-making, we’ve introduced Benchmarking+ a powerful tool that opens within the tab.
This feature allows you to dive deeper into benchmarking data for specific fields, enabling you to compare applied metrics directly against industry benchmarks.
Benchmarking+ empowers you to make informed adjustments, ensuring your projections align with market standards and best practices.
Steps to Use the Benchmarking+
Access the Financial Projections Tab
Navigate to the ValuPlan Module and open the Financial Projections tab.
Open the Benchmarking+
Click on the three-dot menu in the relevant table row.
Select Benchmarking+ from the dropdown menu.
The Benchmarking+ Drawer will open, displaying detailed benchmarking data.
Explore Benchmarking Tabs
Within the drawer, navigate through the following tabs to view various benchmarking scenarios:
- Best Case
- Upper Case (75th Percentile)- Lower Case (25th Percentile)
Compare Metrics and Benchmarks
View the applied metric alongside industry benchmarks broken down by:
- Country
- Region
- Global
Contextual Insights
The Industry and Country benchmarks displayed are based on the selections made earlier during the valuation setup.
Customize Display Options
Show or Hide the Table: Toggle the table view for a clearer focus on benchmark chart or comparisons.
Include in Export: Enable the option to include the benchmark chart in your valuation export.