👇50% off all Financial Modeling Courses this week only.

Theory is great until someone sends you 17 blurry PDFs and says "hey what's our business worth?"

This is the wake-up call that happens in the real world.

Businesses still need cash to operate, and they need profit if they eventually want to sell, but 9 times out of 10 the underlying data is a mess, and the "finance team" isn't sophisticated enough to build a forecast.

That's where YOU come in, right?  Just jump in and "stand up the model."

It's easy enough to understand on paper, but when you open that blank spreadsheet, suddenly, you can just freeze up.

Having spent over 15 years in Private Equity & FP&A, I know exactly how that feels.

When it's just you, some incomplete data, and AI isn't helping at all, how do you move forward?

That's where I can help -- I teach you to build (and own) the financial models that run real companies -- completely from scratch.

(𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘩𝘢𝘵'𝘴 𝘵𝘩𝘦 𝘰𝘯𝘭𝘺 𝘸𝘢𝘺 𝘵𝘰 𝘳𝘦𝘢𝘭𝘭𝘺 𝘭𝘦𝘢𝘳𝘯, especially in an unstructured environment).

This is financial modeling in the real world.

🌐 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗵𝗲𝗿𝗲 👉 https://www.financialmodelingeducation.com/ 


———

𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻 𝗶𝗻 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁:

🏆 Trusted by over 91,000 students with 4.9/5.0 Star average rating

🏆 Over 100,000 followers on LinkedIn & other social media platforms

🏆 Recognized by Business Insider and Financial Modeling World Cup

🏆 Featured by Wharton Online, Wall Street Prep, & LinkedIn Learning


———

𝗥𝗲𝘃𝗶𝗲𝘄𝘀 𝗳𝗿𝗼𝗺 𝗽𝗿𝗼𝗴𝗿𝗮𝗺 𝗮𝗹𝘂𝗺𝘀:

"𝘛𝘳𝘢𝘪𝘯𝘪𝘯𝘨 𝘪𝘴 𝘧𝘢𝘯𝘵𝘢𝘴𝘵𝘪𝘤..."
⭐⭐⭐⭐⭐

"𝘉𝘦𝘴𝘵 𝘮𝘰𝘯𝘦𝘺 𝘦𝘷𝘦𝘳 𝘴𝘱𝘦𝘯𝘵..."
⭐⭐⭐⭐⭐

"𝘈𝘣𝘴𝘰𝘭𝘶𝘵𝘦 𝘨𝘢𝘮𝘦 𝘤𝘩𝘢𝘯𝘨𝘦𝘳..."
⭐⭐⭐⭐⭐

"𝘉𝘦𝘴𝘵 𝘤𝘰𝘶𝘳𝘴𝘦 𝘐'𝘷𝘦 𝘵𝘢𝘬𝘦𝘯 𝘰𝘯𝘭𝘪𝘯𝘦..."
⭐⭐⭐⭐⭐

"𝘔𝘰𝘴𝘵 𝘤𝘰𝘮𝘱𝘳𝘦𝘩𝘦𝘯𝘴𝘪𝘷𝘦 𝘤𝘰𝘶𝘳𝘴𝘦 𝘐'𝘷𝘦 𝘵𝘢𝘬𝘦𝘯..."
⭐⭐⭐⭐⭐

"𝘐 𝘩𝘢𝘷𝘦 𝘵𝘢𝘬𝘦𝘯 𝘴𝘦𝘷𝘦𝘳𝘢𝘭 𝘮𝘰𝘥𝘦𝘭𝘪𝘯𝘨 𝘤𝘰𝘶𝘳𝘴𝘦𝘴, 𝘵𝘩𝘪𝘴 𝘰𝘯𝘦 𝘪𝘴 𝘵𝘩𝘦 𝘣𝘦𝘴𝘵..."
⭐⭐⭐⭐⭐

🌐 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗵𝗲𝗿𝗲 👉 https://www.financialmodelingeducation.com/

Chris Reilly

Private equity & FP&A veteran that teaches you to build the financial models that run real companies | 🎓 91,000+ students

This simple Gantt chart helped me navigate a bunch of due diligence in PE.  Grab a copy & modify as needed 👇

~~~
📥 Here's the template 👉 https://lnkd.in/eDJqaFfR 
~~~


𝗧𝗵𝗲 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗦𝘁𝗲𝗽𝘀:

𝟭. 𝗥𝗲𝘃𝗶𝗲𝘄 𝘁𝗵𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗧𝗲𝗮𝘀𝗲𝗿

Examine the initial pitch highlighting the company's value proposition.


𝟮. 𝗦𝗶𝗴𝗻 𝗡𝗗𝗔

Protect sensitive information with a Non-Disclosure Agreement.


𝟯. 𝗥𝗲𝘃𝗶𝗲𝘄 𝗖𝗜𝗠

Analyze the Confidential Information Memorandum for key business insights.


𝟰. 𝗕𝘂𝗶𝗹𝗱 & 𝗠𝗮𝗻𝗮𝗴𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹

Create and maintain a financial model to assess the deal's viability.


𝟱. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆

Determine the growth potential within the target industry.


𝟲. 𝗖𝘂𝗹𝘁𝘂𝗿𝗮𝗹 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲

Assess company culture compatibility for integration.


𝟳. 𝗦𝘂𝗯𝗺𝗶𝘁 𝗜𝗢𝗜 / 𝗟𝗢𝗜

Express acquisition interest with an Indication of Interest or Letter of Intent.


𝟴. 𝗖𝗼𝗻𝗱𝘂𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗠𝗲𝗲𝘁𝗶𝗻𝗴𝘀

Engage in discussions with the target company's leadership.


𝟵. 𝗖𝗼𝗻𝗱𝘂𝗰𝘁 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗼𝗳 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 (𝗤𝗼𝗳𝗘) 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀

Examine the consistency and quality of the company's earnings.


𝟭𝟬. 𝗖𝗼𝗻𝗱𝘂𝗰𝘁 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲

Validate the target's market position and competitive advantage.


𝟭𝟭. 𝗦𝗼𝘂𝗿𝗰𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗻𝗴

Secure necessary funding to execute the acquisition.


𝟭𝟮. 𝗔𝘀𝘀𝗲𝘀𝘀 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝗻𝗱 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗥𝗶𝘀𝗸𝘀

Evaluate potential risks in operations and technology.


𝟭𝟯. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗘𝗦𝗚 𝗙𝗮𝗰𝘁𝗼𝗿𝘀

Consider the company's environmental, social, and governance performance.


𝟭𝟰. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗧𝗲𝗮𝗺 𝗮𝗻𝗱 𝗛𝗥

Assess the competence and fit of the company's leadership and employees.


𝟭𝟱. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗟𝗲𝗴𝗮𝗹 𝗮𝗻𝗱 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲

Verify adherence to relevant laws and regulations.


𝟭𝟲. 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗮𝗻𝗱 𝗦𝘂𝗽𝗽𝗹𝗶𝗲𝗿 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲

Examine key relationships for potential risks and synergies.


𝟭𝟳. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗣𝗼𝘀𝘁-𝗠𝗲𝗿𝗴𝗲𝗿 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻

Plan for a smooth and efficient post-acquisition transition.


𝟭𝟴. 𝗙𝗶𝗻𝗮𝗹𝗶𝘇𝗲 𝘁𝗵𝗲 𝗗𝗲𝗮𝗹 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗻𝗴

Finalize terms, financing, and overall deal structure.


𝟭𝟵. 𝗖𝗹𝗼𝘀𝗲 𝘁𝗵𝗲 𝗗𝗲𝗮𝗹

Complete the acquisition and begin the integration process.


💡𝗡𝗢𝗧𝗘:

This won't cover everything, so 𝗮𝗱𝗷𝘂𝘀𝘁 𝘁𝗵𝗲 𝘁𝗲𝗺𝗽𝗹𝗮𝘁𝗲 𝗮𝘀 𝗻𝗲𝗲𝗱𝗲𝗱.

You can see the "modeling portion" lasts throughout diligence.

I can teach you to build it here: https://bit.ly/FMECourses

Great to join Paul Barnhurst on Financial Modeler's Corner!  We talked AI, dynamic arrays, and the future of modeling.

A couple key takeaways:

🔹 Build at least ONE three-statement model from scratch before touching AI - you'll learn accounting, finance, and business understanding simultaneously.
 
🔹 AI in experienced hands is powerful - but those hands need fundamental knowledge to validate outputs and catch hallucinations.

Listen to the full episode here: https://lnkd.in/gNrtTMvX

Which part of a three statement model trips you up the most?
Full quiz here 👉 https://lnkd.in/eccYpT-R

Which part of a three statement model trips you up the most?

The author can see how you vote. Learn more

I teach Finance Teams how to use ChatGPT - Keynote speaker on AI for Finance & FP&A

For AI Finance Trainings and Workshops:

✉️ Contact me here: hello@nicolasboucher.online

About me:

Number one Finance Thought Leader specialized in AI, trained more than 10,000 people and on a mission to help more than 1 million finance professionals.

3 million people are receiving daily my insights on AI for Finance across all social media channels.

I teach finance people how to use AI.

You can also book me as a keynote speaker.


My previous roles:

🏭 Thales (Germany):
2022-23: Senior manager controlling role for the Transportation business (€500 million business)
2018-22: Part of the management and led the Finance and Controlling team of a production site (400 people) specialised in producing Traveling Waves Tubes for Satellites
2016-2018: Head of Finance Transformation

👨‍💻 PwC:
2014-2016: Audit Manager in PwC Luxembourg
2012-2014: Audit Manager in PwC Singapore
2009-2012: Auditor in PwC Luxembourg


My experience:

Living in 5 different countries across 3 different continents (France, USA, Luxembourg, Singapore and Germany) gave me the capacity to integrate myself quickly and understand different local and working cultures.

Worked 8 years for Thales, an engineering and industrial french multinational.
I had finance manager roles and was part of the management of a 400 people production site.

Prior to that, I worked 7 years as an auditor and consultant for PwC in Luxembourg and Singapore.


My private life:

I am married and a happy father of two young daughters. We both learn from each other and we enjoy reading french books together and play outside.
When I am not busy with my daughters, I am exercising, cooking and spending quality time with friends.
Finally, traveling and tasting new food are some of my favorite experiences. But if you ask me where is the most beautiful place and where can we find the best food in the world, I have only one response: my hometown, Brittany in France.


My Specialties:

-Finance & accounting
-Controlling, budgeting & forecasts
-FP&A
-ChatGPT
-AI
-Storytelling
-Cross-cultural management, coaching and training
-Cost reduction
-Management
-Analytics, Business Performance and Activity Dashboard
-Audit & controls
-Business Processes Modelling
-Financial Statements and Cash Flow
-Business Intelligence
-Fluent in French (native speaker), English & German

Hashtags:
#finance #controlling #accounting #management #cfo #cash #budgeting #forecasting #chatgpt

https://nicolasboucher.online

Nicolas Boucher

Top 23 Excel Formulas

👉 Download my High-Resolution PDF: https://lnkd.in/e4aGKpAz

10x your productivity with these 23 Excel must-know formulas: 

1. SUM
Adds all numbers in a range

=SUM(A1:A9)
Add values from cell A1 to A﻿9

2. AVERAGE
Calculates the average of numbers in a range

=AVE﻿RAGE(B1:B9)
Averag﻿e of B1 t﻿o B9

3. ROUND
Rounds a number to a specified number of digits

=﻿ROUND(C1;2)
Round C1 to 2 decimal places

4. MIN
Identifies the lowest number in a range

=MIN(D1:D9)
Find the min﻿im﻿um in D1 to D9

5. MAX
Finds the highest number in a range

=MAX(D1:D9)
Get the maxim﻿um v﻿alue in D1 to D9

6. COUNT
Counts th﻿e number of cells that contain numbers

=C﻿OUNT(F1:F9)
Count numeric cells in F1 to F9
*It only counts the numerical inputs

7. INDEX
Returns a value in table based on row & column number

=INDEX﻿(K1:L10,2,3)
For the value i﻿n the 2nd row & 3rd column from the range K1:K10

8. MATCH
Searches for a value and returns its relative position

=MATCH﻿(L1,M1:M9,0)
To find L1's p﻿osition from the range M1:M9

9. VLOOKUP
Searches for a value in the first column of a range

=VLOOKUP (G1,H1:H10,2,FALSE)
To find G1 in H1:H10

10. HLOOKUP
Searches for a value in the top row of a table

*Number of rows that contains the data you want to retrieve

=HLOOKU﻿P(I1,J1:S2,2,FALSE)
To f﻿ind I1 in the top row J1:S2

11. XLOOKUP
Finds a value in one range & returns a result from another

=XLOOKUP(A7,A2:A4,B2:C4)
To find A7 in A2:A4 & return the corresponding value from B2:C4 if a match is found

12. COUNTIF/COUNTIFS
Counts cells that meet a condition

=COUNT﻿IF (N1:N9;">5")
To count cells greater tha﻿n 5

13. COUNTA
Counts non-empty cells

=COUNTA(O1:O9)
To coun﻿t all non-em﻿pty cells in a range

14. SUMIF / SUMIFS
Counts non-empty cells

=SUMIF(﻿P1:P9,">5")
Add cells that meet a condition

15. FILTER
Returns values based on specific condition(s)

=FILTER(T1:T4,U1:U4="Yes","No match")
Filters where U1:U4 = "Yes".


15. IF / NESTED IFS
Performs conditional tests

=IF(R﻿1>5;"Yes";"No")
For sim﻿ple cond﻿itions

Note:

IF: 1 variable
IFS: multiple variables

=IF(test, true, false)

=IF(test1, true, IF(test2, true, false)
Nested IF

=IFS(test1, true, test2, true, test3, true)

16. CONCATENATE
Joins two or more text strings

=C﻿ONCATENATE(T1," ",T2)
Com﻿bine first name and last name in one cell

20. LEFT/RIGHT
Extracts characters from the start/end of a text string

=LEF﻿T(U1;5)
Excel

=RIGHT(U1;5)
Class

21. MID
Extracts characters from the middle of a text string

=MID(V1;7;7)
7 characters starting from the 7th => Mastery

22. TEXT
Converts a value to text in a specific number format

=TEXT(V1;”MMM-YY")
7/02/2024 => Feb-24

23. IFERRROR
Returns a custom result if a formula errors out

=IFERROR(W1,"0")
Give 0 as output, instead o﻿f "# div" error

👉 Don't forget to get your free copy here: https://lnkd.in/e4aGKpAz

🔁 Repost to help others master Excel faster

I teach Finance Teams how to use AI - Keynote speaker on AI for Finance (Email me if you need help)

Free AI for Finance Course
+ Bonus - Sign up for my free AI training event: https://lnkd.in/d2f2_GTE

👇 Save 1000s of dollars

Bookmark this and follow the curriculum below
+ TONS of FREE RESOURCES at the end!

You want to learn AI for Finance?
I have built and curated a free finance course for you

15 free lessons to make you more knowledgeable than 90% of the finance professionals in using AI

🙏 Help me spread this free course: like, share and comment!

Leverage AI to boost your career
and become irreplaceable

1. AI for Finance Fundamentals Email Course - https://lnkd.in/gFbWBDQ9

2. Prompting & Data-prep - https://lnkd.in/gtz7Bd78 & https://lnkd.in/gC8MqVG7

3. AI Roadmap for Finance team - https://lnkd.in/gK7svud4

4. Generative AI for managers - https://lnkd.in/g_EAYwv8 

5. ChatGPT vs Copilot vs Gemini - https://lnkd.in/gd-8ysiv

6. Top 100 ChatGPT Tips - https://lnkd.in/gX2sekmf

7. Top 100 AI Finance Tools - https://lnkd.in/gvKvkbvA

8. ChatGPT for Finance - https://lnkd.in/grBz2tGv

9. ChatGPT Image Generation for finance - https://lnkd.in/g55D5PtP

10. 30 Ways ChatGPT Helps Finance - https://lnkd.in/gwJ5CKXx

11. 28 Ways to use ChatGPT in Finance - https://lnkd.in/gV8FV82e

12. 6 AI Use Cases for Finance (real ones) - https://lnkd.in/g4wbFW7Q

13. 3 Ways to automate your work with AI - https://lnkd.in/gwUqv83G

14. Save 1 hr per day with ChatGPT - https://lnkd.in/gGdsC-Vr

15. The fast close playbook - https://lnkd.in/gniqwtju

- - -

🎓 Free Masterclass - How to Become an AI CFO

If you want to go beyond theory and actually
• Automate reporting, forecasting, and analysis without writing code
• Cut days of manual finance work down to minutes
• Save 20–40+ hours per month with AI workflows
• Adopt AI securely and stay ahead of fast-changing tools

👉 Register for the masterclass here: https://lnkd.in/d2f2_GTE

🔁 Repost if becoming an AI-powered CFO is on your roadmap

Finance teams think they're using Copilot. They're not.
👉 Here's what they're missing: https://lnkd.in/dmZErhae

They've got the license
They assume it just works

They open it once a week, maybe twice, and call it "transformation"
Only uses a fraction of what it can do and don't even know it

The meetings still drag
The Excel models still eat hours
The insights still land a day too late

Here's the thing nobody wants to admit: the tool isn't the problem. The knowledge gap is.

Most finance professionals are using Copilot the way they used Google, typing in a question and hoping for the best

They don't know the shortcuts
They don't know the workflows
They don't know what it can actually do inside the apps they're already living in

So I built something to fix that.

Top 100 Copilot tips designed for real finance work, not a vendor demo

This isn't theory.

These are the prompts and workflows that CFOs, FP&A teams, and controllers are quietly using to get ahead while everyone else is still doing things the slow way

Here's what's actually in it:
1. Meetings & communication
• Summarize meetings in seconds
• Extract decisions, actions, and owners
• Catch up on Teams chats instantly

2. Excel & data
• Sanity-check files before sharing
• Build Pivot Tables with plain English
• Explain formulas, clean data, find outliers

3. PowerPoint & Word
• Turn raw docs into exec-ready decks
• Rewrite slides for clarity and impact
• Create presentations from a simple prompt

4. FP&A & analysis
• Reconcile numbers across files
• Run scenarios faster
• Produce decision-ready summaries

5. Advanced Copilot workflows
• Research with sources
• Build Copilot agents
• Automate recurring finance tasks

(See the complete list in the cheatsheet)

And if you want to go deeper…

We’re also hosting a live webinar
How to become an AI CFO,
- Automate reporting and forecasting without writing code
- Cut days of manual work down to minutes
- Adopt AI securely while staying ahead of 2026's fast-changing tools

Where I will also talk about Copilot as one of the fast-changing tools
(You can join in the masterclass below after getting your Top 100 Copilot tips copy)

👉 Download the 100 Copilot Tips cheat sheet here: https://lnkd.in/dmZErhae

(Save your seat for the masterclass, after downloading the 100 Copilot cheatsheet)

💬 What’s the first Copilot task you want to automate? Do you want to join my Live masterclass?

🔁 Repost if this helps your finance team work faster

I just mass-released 2 Claude resources for Finance.
Comment "CLAUDE" and I'll send them to you for free.

Companies pay me $10,000+ for workshops where I teach AI for Finance.

I've seen finance teams spend weeks trying to figure out Claude on their own.
Watching tutorials. Testing random prompts. Getting mediocre results.

No one gave them a structured way to use Claude for real finance work.

That's what this bundle is:
The exact playbook and cheat sheet I wish every finance team had from day one.

Here's what's inside:

📘 Claude Finance Playbook

→ How to use Claude in Excel to build financial models faster
→ How to use Claude Voice Mode to work on finance from your phone
→ How to create an interactive scenario planner for faster decision-making
→ Security, compliance, and quality control standards for finance teams
→ Step-by-step prompts you can copy and use today

📋 100 Claude Tips (cheat sheet)

→ 25 Claude in Excel tips (formulas, variance analysis, scenario modeling)
→ 25 Claude Cowork tips (batch automation, research synthesis, file management)
→ 25 Dashboard tips (KPI scorecards, board-ready P&Ls, interactive dashboards)
→ 25 best practices (CSI+FBI prompting, extended thinking, web search)

Why Claude specifically?

Most finance teams I train are using ChatGPT or Copilot.

But Claude is quietly becoming the tool of choice for serious financial analysis:
→ Cell-level citations in Excel
→ Projects that keep your context clean per client
→ Cowork mode for long-running automation tasks
→ Extended thinking for complex scenario planning

I built these resources because I kept getting the same question:
"Nicolas, how do I actually get started with Claude for Finance?"

Now you have the answer.

Comment "CLAUDE" below and I'll send you both resources.

🔁 Repost if your finance team needs to see this!

10 SALES KPIs
👉 Download for free my full PDF collection of the top 100 KPIs: https://lnkd.in/dWcVU-Uv

Here are my top KPIs for managing sales performance effectively:

1/ Sales Growth

Description: Measures the increase or decrease in sales over a specific period of time

Formula: (Current Sales - Previous Sales) / Previous Sales × 100


2/ Customer Acquisition Cost (CAC)

Description: Measures the cost of acquiring a new customer

Formula: Sales and Marketing Costs / Number of New Customers


3/ Customer Lifetime Value (CLV)

Description: Measures the expected revenue generated from a customer over their lifetime

Formula: Average Purchase Value × Number of Repeat Purchases × Average Customer Lifespan - CAC


4/ Sales Pipeline Coverage

Description: Measures the ratio between the value of potential sales in the pipeline and the sales target

Formula: Value of Sales Pipeline / Sales Target × 100


5/ Sales Conversion Rate

Description: Measures the percentage of leads or prospects that turn into paying customers

Formula: Number of Customers / Number of Leads × 100


6/ Average Order Value (AOV)

Description: Measures the average value of each order placed by a customer

Formula: Total Revenue / Number of Orders


7/ Customer retention rate

Description: Measures the percentage of existing customers who continue to purchase products or services over time

Formula: (Customers at the End of the Period - New Customers Acquired) / Number of Customers at the Start of the Period


8/ Net Sales

Description: Measures the total value of sales made, taking into account discounts, returns, and adjustments

Formula: Gross Sales - Returns - Discounts


9/ Sales per Employee

Description: Measures the amount of revenue generated per employee

Formula: Total Revenue / Number of Employees


10/ Sales Cycle Length

Description: Measures the average time it takes to close a deal from the initial contact with a lead

Formula: Number of Deals Closed/ Sum of the Time Taken to Close Each Deal​


Don't forget to get a copy of my Top 100 KPIs here: https://lnkd.in/dWcVU-Uv

👉 Which other KPIs would you add?

Crazy that almost nobody in finance is using Claude
👉 Download my PDF to be better than 99% of Claude users: https://lnkd.in/gsA7buv5

+ Bonus: AI in Finance masterclass, where I will teach you real AI in Finance use cases!
You will get the invite after downloading your PDF cheatsheet

I’ve trained over 10,000 finance pros
And a lot of them are missing a big opportunity not using Claude
So I’ve created for you a cheat sheet
So you can be better than 99% of Claude users starting now

Now you can even use Claude in Excel (I included my secret 25 tips)

And I decided to give you for free something that is worth hundreds of dollars

Most of Claude user that got the subscription
They open it, type a question, and expect magic

But they're missing 90% of what Claude can actually do for finance teams

The formulas it can write
The dashboards it can build
The reports it can generate
The workflows it can automate

So I built the definitive guide

100 Claude tips designed for real finance work

Here is a preview:

📊 Claude in Excel (Tips 1–25)

1. How to install Claude in Excel?
Install the add-in from Microsoft Marketplace (admin deploy via M365 Admin Center if needed)

2. How to get cell-level citations?
Ask "What does this cell/range do?" to get cell-level citations you can click to jump

3. How to create a formula from a description?
Ask "Build a formula that flags overdue invoices" → review → apply

(get tips 4-25 in the Cheat Sheet below)

📋 Dashboard (Tips 26–50)

26. How to set up your board structure?
Set your default dashboard structure (KPIs → drivers → risks → actions) in preferences

27. How to build an interactive dashboard?
Build an interactive dashboard (KPI cards + charts + filters) in an Artifact

28. How to create an executive dashboard?
Ask to "Create an executive dashboard summarizing all worksheets"

(get tips 29-50 in the Cheat Sheet below)

🖥️ Claude Cowork (Tips 51–75)

51. How to get started with Cowork?
Use Cowork inside the Claude Desktop app and switch to the Cowork "Tasks" tab

52. How to plan before executing?
Ask to "Show your plan and the exact files you'll touch, wait for my approval"

(get tips 53-75 in the Cheat Sheet below)

⚡ Tips & Best Practices (Tips 76–100)

76. How to pick the right model?
Use Opus for reasoning, Sonnet for speed/intelligence balance, Haiku for fastest iteration

77. How to structure prompts for finance?
Use the CSI+FBI framework: Context, Specific, Instruction + Format, Blueprint, Identity

(get tips 78-100 in the Cheat Sheet below)

👉 Register for the masterclass here after getting the Claude PDF: https://lnkd.in/gsA7buv5

💬 Which Claude feature surprised you the most? Drop it below

🔁 Repost to share this with your team

Really important note: while Claude is impressive within Excel and Cowork, if your company gives you a business license for Copilot and Gemini: start with these tools.
Do not use Claude with confidential data if you don’t have a business license.

CEO, CFO, or CFO?
Which one is more important?
👉 Join my next AI CFO masterclass now: https://lnkd.in/d7XXUNFZ

What are the differences in their roles?

Knowing what the management does is going to help you in your career.

Let's discover together what they do:

1. Their Main Leadership Roles
CEO leads the company
CFO manages finances
COO oversees the day-to-day operations.

2. On Strategic Vision
CEO drives strategy, growth, and innovation
CFO ensures stability and establishes discipline
COO implements the strategic initiatives

3. What Are Their Stakeholder Relations?
CEO represents the company to stakeholders and is the public face
CFO reports financials to the board and shareholders
COO liaises between different departments to ensure smooth execution

4. Their impact on Company's Values & Benchmarks
CEO sets corporate values
CFO sets financial benchmarks
COO ensures operational processes align with these values

5. Their Role in the Market Strategy
CEO drives global expansion
CFO optimizes existing markets
COO manages operational aspects of market penetration

6. What is their Client Focus?
CEO focuses on client acquisition
CFO focuses on client retention
COO enhances service delivery to facilitate both

7. Their Involvement with Risk Management
CEO sets the company's risk appetite,
CFO manages risk, and COO mitigates operational risks.

8. Their Relation to the Brand
CEO develops the brand
CFO tracks the performance
COO optimizes operational efficiency to uphold the brand promise

9. Their Role in Investments
CEO determines the investment strategy
CFO manages investment portfolios
COO allocates resources to meet strategic objectives.

10. Their Involvement in the Product Lifecycle
CEO drives product development
CFO monitors product profitability
COO coordinates product manufacturing and delivery

Here's how I build Excel models faster with Claude
👉 Register for my AI masterclass: https://lnkd.in/dt-EBfs7

Financial modeling is slow for 2 reasons
The math matters
And the tiny Excel mistakes add up

So I use Claude to speed up the build AND reduce the error rate
Without changing the way stakeholders want the output

3 ways I do it, depending on the situation

Method 1️⃣: Running Models Directly in Claude
Build the entire model within Claude’s code interface (Claude 3.5/4.5)

Best for fast, interactive model-building without manual coding

You can update churn rates or prices in the chat and see graphs update instantly

Prompt:
"I am the finance manager of a SaaS company.
I need to build a scenario planning for our sales for our products.
We have the personal plan at $49 per month with currently 1,500 subscribers and with a growth of 8% per month and a churn at 3%.
And enterprise: $99 per month with 400 subscribers and 5% growth with 2% churn.
Build this model for the next two years with formulas and dynamic assumptions and a graph."

Method 2️⃣: Python-Powered Excel Exports
This is the game-changer for offline work. Claude uses Python scripts to manufacture a polished .xlsx file from scratch

This isn't just a data dump; it’s a fully functional workbook with intact, dynamic formulas

Note: You must enable "Code execution and file creation" in your Claude settings

Prompt:
"I am the finance manager of a SaaS company. I need to build a scenario planning for our sales for our products. We have the personal plan at $49 per month with currently 1,500 subscribers and with a growth of 8% per month and a churn at 3%. And enterprise: $99 per month with 400 subscribers and 5% growth with 2% churn.
Build this model for the next two years with formulas and dynamic assumptions and a graph.
Build this in an Excel with formulas."

Method 3️⃣: The Claude for Excel Add-In
Anthropic's official sidebar plugin brings the AI assistant directly into your spreadsheet

Best for eliminating context switching. Claude acts as a co-pilot while you work

Pro Tip: It can read complex multi-tab workbooks and explain cell-level citations

Prompt:
"Build a 24-month financial model for the SaaS subscription plans described in this sheet."

If you want to go beyond and actually save 20–40+ hours per month
I am hosting a live session for real finance teams

- Automate reporting and forecasting without writing code
- Cut days of manual work down to minutes
- Adopt AI securely while staying ahead of 2026's fast-changing tools

👉 How to become an AI CFO Masterclass: https://lnkd.in/dt-EBfs7

🔁 Repost to help a finance peer who is tired of feeling behind on AI

Claude in Excel

You should not reconcile line by line in Excel.

I found a much faster (more accurate) way:

I've trained over 10,000 finance professionals on AI.

But still, month-end is taking too long.

• Variance commentary
• Journal corrections
• Flux analysis

12-hour days hoping you didn’t miss something before somebody asks.

So to help you get out of this painful cycle 

I’ve teamed up with Albert Malikov (Founder and CEO of Stacks)

Join us on Thursday 5th March for a free masterclass here - https://lnkd.in/dk-QJyP9

You will see:

The reconciliation hack
↳ that saves 2 hours / month

What happens when AI matches 95% of your transactions
↳ before you even open your laptop 

How to draft variance commentary
↳ in 5 minutes using AI

How to generate flux explanations
↳ for 20+ accounts in under 30 seconds

What auditors actually look for
↳ and how AI can help you get ahead of It

How to flag unusual journal entries in real time
↳ Instead of finding them three months later

📅 Thursday March 5th | 5PM CET | 60 minutes

I'll cover what you can do today with generic AI tools. Albert will show what happens when AI is plugged into your systems.

Reserve your seat here: https://lnkd.in/dk-QJyP9

Month-end shouldn't cost you your evenings, your holidays, or your happiness.

Look forward to seeing you there.

P.S - How long is your month-end right now?

Brand partnership • I teach Finance Teams how to use AI - Keynote speaker on AI for Finance (Email me if you need help)

I spent 3 days on board decks, now only 3 hours

Most finance leaders don’t lack presentation skills

They lack a board prep system

You don’t need better slides
You need a repeatable AI workflow

In this newsletter, I show you:

1) How to anticipate board questions before you enter the room
2) How to build a dashboard or deck in 10 minutes with AI
3) How to create a 5-minute post-meeting feedback loop

Board meetings aren’t stressful because of PowerPoint

They’re stressful because of unanswered questions

In partnership with Stacks, I’m breaking down how to close faster and walk into the boardroom fully prepared

👉 Register for the masterclass here:
https://lnkd.in/dxU27hjW

💬 Still spending days on board decks?

🔁 Repost if your team needs this

View newsletter: AI+Finance by Nicolas Boucher

Sponsored by Stacks If your month-end close still means late nights, manual reconciliations, and rewriting variance commentary - I have a special mast

Open article: I spent 3 days on board decks, now only 3 hours by Nicolas Boucher • 6 min read

I spent 3 days on board decks, now only 3 hours

I just finished preparing today's masterclass
5 hours tweaking slides and testing demos
Register for the masterclass here: https://lnkd.in/e8ut8seM

Why do I spend so much time preparing?

Because companies normally pay me $10,000 for this workshop
→ And today you'll get it free

Here is what I will teach you:

1. You don't need to be technical to build with AI
• I'll show you how to create dashboards faster than your BI team
• Live demo with a real framework our community uses

2. How to automate hours of work without new tools
• Data cleaning with AI in 2 minutes
• Excel AI Agent Mode in action
• Real use case: 1 full workday saved per month

3. Why every CFO role now requires AI skills
• AI mentions in CFO job listings are up 238% year-over-year (Datarails study on 6,000 job posts)
• What this means for your career and your salary

4. Your AI CFO Roadmap
• The 3 steps to implement AI for you and your team
• How to deal with data confidentiality

👉 Interested? Join us here: https://lnkd.in/e8ut8seM

No catch... just one limitation: seats are limited and we usually reach capacity fast

Why listen to me? I've trained 10,000+ finance pros and work with brands like Mercedes-Benz, KPMG, and Rakuten on AI in Finance

and I run the AI Finance Club, the #1 community for AI CFOs, which has 1,900+ CFOs, Fractional CFOs, and Finance pros!

👉 You can save your seat for the masterclass here: https://lnkd.in/drFcBhYe

See you in 2 hours!

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