FP&A workspace
The FP&A Workspace extends Overview with planning-oriented views: KPI tracking, goals, variance context, and early-access forecast features for your vertical pack.
Who can use it
Workspace users in finance and operations roles; some forecast features may be gated by product tier.
How to
Instructions coming soon
Goals, forecast panels, and pack-specific lenses will be documented from demos.
- Open FP&A Workspace from the main navigation
- Align KPIs with your industry pack from onboarding
- Set or review goals where enabled