Your State of FP&A 2025

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Name* This field is required.

2

Position/Role* This field is required.

3

Company Name* This field is required.

4

Company Size (FTE)* This field is required.

5

Industry* This field is required.

6

Work Email* This field is required.

example@example.com

7

1. How frequently do you review your financial performance against your budget?* This field is required.

Annually

Quarterly

Monthly

Weekly or more often

Ad hoc / No budget / No review process

8

2. What tools do you currently use for budgeting and forecasting?* This field is required.

Excel spreadsheets / G-Sheets

Accounting / ERP software

FP&A-specific software / EPM software

Custom-built solutions

No such process

9

3. How involved is your FP&A team in setting the company’s financial goals?* This field is required.

Not involved

Provides data only

Contributes analysis

Active business partnering / Plays a central role

10

4. How confident are you in the accuracy of your financial forecasts?* This field is required.

Not confident

Somewhat confident

Confident

Very confident

11

5. How frequently do you perform rolling forecasts to adjust to market changes?* This field is required.

Annually

Quarterly

Monthly

Continuous adjustments

No such process

12

6. How well does your FP&A function leverage external data (e.g., market trends, competitor analysis) to support decision-making?* This field is required.

Limited to internal data

Uses market insights occasionally

Integrates some external data

Fully incorporates external data / Benchmarking

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7. To what extent does your FP&A function support operational performance improvements (beyond financial metrics)?* This field is required.

No involvement

Some insights into operational metrics

Regularly provides insights and recommendations

Fully engaged in driving operational performance / Process mining

14

8. What degree of automation do you use in financial reporting?* This field is required.

Manual data entry and consolidation

VBA macros / Partial automation with some manual adjustments

Automation for all standard reports

Data pipelines / Self-service analytics

15

9. How well does your FP&A function leverage operational data sources (e.g., customer behavior, product data, customer support data)?* This field is required.

We can leverage only financial data / Siloed data sources

Limited integration of operational data

Extensive internal and external data with basic predictive modeling

Fully integrated. Single source of truth.

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10. What is the biggest challenge you face in your current FP&A process?* This field is required.

Not enough data / Data accuracy

Timely reporting

Integration / Automation Gaps

Resource shortage / Allocation

Collaboration / Communication / Company culture

All of the them

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11. What are the biggest challenges to achieving your future FP&A objectives?* This field is required.

Not enough data / Data accuracy

Outdated technology

Skill gaps in the team

Budget constraints

Collaboration / Communication / Company culture

All of the them

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Score (%)