It’s the corporation’s latest planning/forecast/budget cycle, and you’re responsible for putting together the consolidated reports for the executive review meetings. The analysts in Europe, Asia, North America and South America have sent you their Excel spreadsheets, which have been reviewed and revised according to their local management review meetings. Their regional financial managers will be participating in the executive review meetings, and presenting their region’s forecast.
The PowerPoint reporting package for the executive review meeting will consist of income statements, capital spending reports and Key Performance Indicators (KPIs). Comments will be included, and there will be slides/reports at the region and total corporate level. You have spent hours copying the Excel “reports” and pasting them into the PowerPoint slides. Also, in order to produce the numbers for the region and total corporate reports, you had to combine the multiple Excel spreadsheets from the site analysts. This included calculating the KPIs at the region and corporate levels. You finally have everything ready for tomorrow’s first executive review meeting, although it’s 9:15 PM and you’re still at the office.
