FINANCIAL PLANNING AND ANALYSIS - COMPANION FILES
julianrsterling.com/fpa

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Revised 24 September 2026.

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WHAT IS IN THE ARCHIVE

1. The book's four workbooks, completed and corrected
   The_Five_Comparisons.xlsx                  Chapters 2, 7, 8 and 12
   Price_Volume_and_Mix.xlsx                  Chapters 1, 4, 5, 6, 15 and 16
   Segment_Contribution_and_Allocation.xlsx   Chapters 3, 9, 13 and 14
   Forecast_Accuracy.xlsx                     Chapters 10 and 11
   00_START_HERE.md                           what changed is at the end
   Every figure the book prints now has a live formula and a check:
   203 checks, ending ALL PASS.

2. Blank_Model_Set/  (new)
   The four workbooks with every input emptied, for your own company. Each
   checks sheet counts what is still missing and tests what holds for any
   inputs. The book's figures are in book_inputs.txt: type them back in and
   the book's results come back.

3. Working_Documents.pdf  (new)
   Thirteen printable pages: the comparator sheet, the four questions and the
   ten per cent test, the price-volume decomposition, the bridge and the
   margin split, the favourable variance review, the negotiated budget and the
   plan-to-budget bridge, the driver tree, the rolling forecast charter, the
   forecast error log, the cost of the budget cycle, the segment page read
   backwards, operating leverage and the commission plan, and the one page.
   A4, fits Letter.

4. Forty_Questions.xlsx  (new)
   Forty questions across the book, marked by the file as you type.

5. Cases/  (new)
   Case_1_The_Discount_Counted_Whole.xlsx          Chapters 4, 9 and 14
   Case_2_The_Fourth_Quarter_With_Its_Error.xlsx   Chapters 10, 11 and 17
   Case_3_Should_We_Discount_Again.xlsx            Chapters 3, 14 and 16
   Each case: the note on the first sheet, the model after it, checks at the end.

The files open in Excel, LibreOffice Calc, Google Sheets and Numbers. No macros.
