Basic-Training & Certification for CP-Partners

Partner Onboarding in Corporate Planner OC, Finance, Sales and CP-Dashboard

What to expect?

1. Corporate Planner OC: model structures, import and analyse data, create reports and prepare the business plan.

2. Corporate Planner Finance: create an integrated P&L, balance sheet and cash flow plan as well as an informative reporting system.

3. Corporate Planner Sales & CP-Dashboard: multidimensional analyses and visualisations. The session will be ended by a certification.

Participation Requirements

It is very important that you watch and understand the following Partner Portal videos before you participate in the training.

For Module Corprate Planner OC:

• Introduction and Wrap Up Corporate Planner OC Part 1
• Introduction and Wrap Up Corporate Planner OC Part 2
• Master / Client concept
• Building the Master structure (manually)

For Corporate Planner Finance:

• Difference between CP-OC and CP-Finance
• Introduction CP-Finance
• Chart of accounts and classification structure
  
  

Short Time Line

• Monday, 09:30 am - 6:00 pm;
• Tuesday till Thursday, 08:30 am - 6:00 pm;
• Friday, 08:30 am - 2:30 pm.

You'll receive the login and additional information short before the training.
The times given are based on the German time zone.

Agenda

You'll find the detailed agenda in your training confirmation.

Corporate Planner OC:

• Building structures manually and with import definitions
• The master-client method
• Individual and global parameters
• Automations for building and updating structures
• Importing Data and adjusting excel files for an import

Corporate Planner Finance:

• Importing actual data from the financial accounts
• Calculating the P&L, balance sheet and cash flow
• Structural units (cost centres and cost units)
• Planning on company and structural unit level
• Planning with parameters
• Expense and income planning
• Fixed asset and credit planning
• Transferring the planning data from operational budgets
• Provisions and deferred items
• Creating KPIs
• Analyses in Corporate Planner Finance

Reporting:

• Designing the report layout
• Master Client Reports
• Column reports and segment reports
• Calculations within reports
• Reports with multiple column sets
• Reporting in CP-Finance
• Overview CP-Sales:
• Importing values and structure
• Upper and lower tree
• Creating measures
• Table report for analysis and planning

Overview CP-Dashboard: 

• Getting to know CP-Dashboard

Experience: Beginner

Location: online