Gartner Research

The Future of Financial Planning and Analysis

Published: 01 November 2017

ID: G00344091

Analyst(s): John Van Decker , Christopher Iervolino


Financial planning and analysis is evolving to support digital business initiatives. Application leaders supporting finance transformation must focus on new ways of managing financial performance by enabling broader integration with operational plans and actionable performance reporting.

Table Of Contents
  • Key Challenges



  • Assess Your Maturity Across Four FP&A Capabilities
    • Planning and Budgeting
    • Integrated Financial Planning (IFP)
    • Management and Performance Reporting
    • Forecasting and Modeling
  • Involve Key Users and Integrate Operational Data to Improve FP&A Accuracy
  • Pursue Financial Analytics Excellence

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