How to Use Notion for FP&A?

Let’s start with some definitions

What is Notion?

Notion is a productivity and collaboration tool that allows users to organize their tasks, notes, and information in a customizable and flexible workspace. It offers a wide range of features, including databases, calendars, to-do lists, project management tools, and more, all in one integrated platform.

With Notion, users can create pages and databases for various purposes, including personal organization, team collaboration, and project management. Notion pages can be customized with a range of formatting options, including headings, bullet points, images, and embedded media.

Notion’s databases allow users to organize and track information, such as customer data, project timelines, inventory lists, and more. Databases can be customized with different views, including a table view, calendar view, and kanban board view.

Notion also offers powerful collaboration features, including the ability to share pages and databases with team members, assign tasks, and comment on content.

Users can also integrate other tools and services into Notion, such as Google Drive, Trello, and Slack.

Overall, Notion is a versatile and powerful productivity and collaboration tool that can help users stay…

--

--

Christian Martinez Founder of The Financial Fox

Finance Transformation Senior Manager @ Kraft Heinz | Founder of The Financial Fox