Texas

Like most districts, your Central Office staff and School Board probably spend significant time thinking about your financial outlook. We are excited to offer you a new solution – Analytical Compass – a suite of financial analysis and projection tools that will improve your insights and understanding around future cash flows. It’s not only integrated with PowerPoint to automatically update presentation materials, but can also be integrated with any financial accounting software to develop cash flow models and financial projections. The models are built in a user-friendly, Microsoft Excel, environment to optimally meet your district’s financial planning needs, including:

Monthly cash flow model that builds future fund balances based on year to date activity and realization factors
Detailed three-year revenue and expense analyses, including comparisons to other economic indicators
Financial projections incorporating 10 key revenues, 10 key expenses, and fund balances
Custom Solution services to dive deeper into financial analyses, including: district-specific cash flows, staff and salary schedule experience, expanded future cash flow models
COMING SOON: Detailed revenue projections including the Foundation School Program and Target Revenue System
Streamlined data transfers that efficiently import data from your financial accounting software
Linked PowerPoint file that automatically updates over 100 charts and graphs as your work
Much more

Crunching historic data can be very time consuming, estimating future revenues can be complicated during economic uncertainty, and the challenge remains to craft an effective presentation that communicates key points. Now you have a better solution – Analytical Compass.