About This Video

Projected Financials (later renamed Whitebirch), Alight Planning, and now Quantrix are the three best driver-based modeling tools I’ve ever used. I started using Quantrix exclusively after Synario acquired Whitebirch from the late Kel Hoffman, one of the most gifted business modelers I have ever met.

In this video, I reveal a little presentation tactic I like to use on any matrix that has row totals. Before I tried this, I probably thought the formula would choke; it did not.

Additionally, you’ll gain insight into how I model physical therapy clinics, which are enjoyable to develop for these firms.

Mark Gandy

Mark is one of the pioneers in the CFO and Controllership professional services industry having launched his practice in 2001. Today, he teaches CEOs and CFOs critical financial leadership and management concepts so that they can continue to grow and prosper in times of adversity, transition, and renewal. He is also the host of the CFO Bookshelf podcast.