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2021 AFP Progress and Challenges on the Path to xP&A

Jedox in BARC The Planning Survey 2019

Key findings on where Finance stands on the journey to xP&A

The vision of xP&A — Extended Planning & Analysis — is to increase the frequency and accuracy of forecasting and incorporate both business and operational drivers into the planning function. To fulfill this vision, the methodology behind xP&A applies FP&A tools and related processes to additional departments within an organization, and links data, systems, and people both horizontally and vertically. This enables organizations to unify, integrate and align planning and forecasting activities throughout the entire value chain.

In April 2021, the Association for Financial Professionals® (AFP) conducted a survey to determine how far organizations’ finance functions have progressed on their journey to unify and automate their business planning and forecasting. The report covers all the insightful findings.


  • Survey of more than 300 corporate Finance practitioners

  • Survey designed and conducted by the Association for Finance Professionals

  • Results show collaboration has increased for planning and forecasting

Get your complimentary copy of the full survey report.