Illustrative demonstration · Synthetic dataOrganisations, transactions, documents, figures and outcomes shown here are fictional or modelled for demonstration purposes. No client, bank or confidential data is used. Results are illustrative, not actual client outcomes or professional advice.
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Financial & business analytics · Interactive demo

Performance & forecast cockpit

A specialty-foods manufacturer has just closed FY26 (October 2025 – September 2026). Revenue beat budget; EBITDA missed it. This is the working view we build for a finance leader: what actually happened, where, and what next year looks like as you change the drivers.

1 · Performance vs budgetRevenue beat. Margin missed. Why?

FY26 EBITDA bridge, budget → actual, $M
Variance driver$MShare of miss

2 · Where it happenedProduct-line performance

FY26 · flags raised automatically when gross margin trails budget by more than 1.5 points
Product lineRevenuevs LYGross marginvs budgetContributionMonthly trend

3 · What next year looks likeDriver-based FY27 forecast

Move the drivers · the forecast, sensitivity and insight rebuild

Price action carries a volume penalty (elasticity −0.4: each 1% of price costs 0.4% of volume). Materials are 58% of cost of goods and take the input-cost driver; the remaining 42% is labour and overhead, inflating at 2.5%.

FY26 actual EBITDAFY27 forecastuncertainty bandFY27 plan

4 · What matters mostEBITDA sensitivity

Each bar re-runs the forecast with one driver moved · $M change in FY27 EBITDA

5 · Management insightWhat the pack should say

Written by the page from the numbers above