Best Practices


Regardless of the purpose or asset class, we describe (with examples) key principles that you can apply to your financial analysis.


Example - Sensitivities


Use built-in and customized sensitivities to illustrate the impact of specific variables.

Example - Be Presentation Ready


Each tab is clean and "presentation ready".

Example - Inputs Page


Consolidate inputs into one or two tabs.

Example Curriculum

  Introduction
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  Best Practices
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  Review
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Impress Your Team w/ Best Practices



Rather than learn by trial and error over several years, start with these 8 simple "best practices". Impress your boss, team members, clients and/or external stakeholders.