FP&A Starter Kit for OneStream: From Actuals to Forecast in one seamless flow

Unlock the Full Potential of OneStream

Many organizations struggle with disconnected systems for reporting actuals and creating forecasts. This separation leads to manual data transfers, reconciliation headaches, and delays in delivering crucial information. The FP&A Starter Kit is designed to solve this by building on OneStream’s unified platform. It brings consolidation, planning, and reporting together in one environment.

By eliminating the need to manage multiple tools, you create an efficient end-to-end process. Data flows automatically from one stage to the next. This automation frees your finance team from administrative burdens, giving them more time to analyze results and provide the strategic insights that drive the business forward.

Create Forecasts Directly from Consolidated Data

Imagine starting your forecasting process with validated actuals already in place. The FP&A Starter Kit makes this a reality. It turns forecasting into a natural extension of your period-end consolidation. In just a few clicks, you can generate a new forecast based on a solid foundation of actual results.

The toolkit provides several methods to build out your projections:

• Fixed Percentages: Apply a standard growth or decline percentage across accounts.
• Variable Drivers: Use operational metrics like units sold or headcount to drive financial outcomes.
• Indexation: Adjust figures based on external factors like inflation rates.

You can apply these methods at a detailed account level or across entire groups. This flexibility also extends to scenario modeling. Easily configure and compare best-case, realistic, and worst-case scenarios to understand potential outcomes. The Variable Split functionality gives you control over how high-level changes are distributed, ensuring that your plans remain consistent and logical across the organization.

Foster Collaboration with Connected Scenarios

Effective planning is not a top-down exercise. It requires input from all levels of the business. The FP&A Starter Kit supports a collaborative approach by allowing teams to compare multiple scenarios side-by-side. Adjustments can be made directly at the local or departmental level, where the most detailed knowledge resides.

Because the platform is unified, these bottom-up adjustments are consolidated in real time. This creates a connected planning process where top-down strategic goals and bottom-up operational expertise meet. Everyone works from the same data, ensuring alignment and a single version of the truth.

Integrate Workforce and Financial Planning

For too long, HR and Finance have planned in silos. Workforce decisions are financial decisions, yet they are often made using separate spreadsheets and disconnected systems. The FP&A Starter Kit brings these two critical functions together within the same OneStream environment.

By connecting relational HR data (like employee rosters) with cube-based financial data, you can align your workforce and financial plans.

• See the immediate P&L impact of headcount changes.
• Model the financial effect of salary adjustments or new bonus structures.
• Run scenarios to assess the cost of new hires or restructuring plans.

This integration eliminates the risks and inefficiencies of manual data consolidation. Both Finance and HR can test scenarios, assess the impact of decisions, and align on a shared plan—all within OneStream.

Manage Relational Data with Ease

Modern finance deals with more than just traditional ledger data. Contracts, subscriptions, capital projects, and other relational datasets are essential for accurate forecasting. The FP&A Starter Kit allows you to manage these data sources directly within the platform.

You can link these sources seamlessly to your revenue projections and financial forecasts. This direct connection reduces manual reconciliation efforts and significantly improves the reliability of your plans. It provides a more complete and accurate picture of your organization's financial commitments and opportunities.

Turn Insight into Action with Variance Analysis

The FP&A cycle is complete when you compare your plans to what actually happened. The Starter Kit brings forecasts and actuals together in a single, unified view for variance analysis. This is where data transforms into decisions.

Drill down into the results to understand what is driving performance. Identify the key factors behind variances and get to the root cause of deviations from your plan. With this clarity, you can act quickly on insights and make informed adjustments. OneStream becomes more than a system for reporting—it becomes a powerful decision-support platform that guides your business.

The FP&A Starter Kit enables OneStream users to harness the full power of integrated planning. It gives finance teams the control, flexibility, and transparency they need to become true strategic partners to the business.