Business group challenge as a team of workers pulling a heavy anchor together as a corporate metaphor for overcoming the burden and obstacles of a company with 3D illustration elements--Spreadsheets
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Three Ways Your Spreadsheets Are Slowing You Down

Make no mistake: Decades-old spreadsheets are not built to handle the complexities of modern, fast-paced businesses. They’re great personal productivity tools, but can present major accuracy issues when shared across multiple users and locations. So for all of you spreadsheet jockeys out there, here are three ways that Excel-based processes could…

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How Rolling Forecasts Can Get You Out of an FP&A Rut

When it comes to FP&A forecasting, most companies base their long-range forecasts on static planning processes, rather than more relevant, dynamic plans that reflect the complexities of the business. Relying on a forecast that doesn’t enable continuous monitoring of company performance, instead of implementing a modern, rolling forecast approach, is like using…

5 Traits of Enlightened Finance Leaders Advanced analytics doesn’t necessarily make you wise. To communicate the data’s underlying meaning, today’s CFOs need to embrace new skills.
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5 Traits of Enlightened Finance Leaders

In Samuel Coleridge’s famous poem Rime of the Ancient Mariner, a man adrift at sea looks out on the water and cries in frustration, “Water, water everywhere and not a drop to drink.” I think the modern finance version of this anguish could easily be “Data, data everywhere and not…

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How to Make FP&A a Trusted Member of the Management Team

How well aligned is your FP&A team with operational departments like sales and marketing? Let me guess. Not so much. That’s a problem: Alignment between finance and other facets of your business is now more important than ever. With today’s quickening pace of business, the need for a more collaborative…

Benchmark Standard Management Improvement SaaS Benchmark Concept
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Why Today’s Successful SaaS Companies Use Benchmarks

The software as a service (SaaS) business model requires the integration and coordination of far more operations than traditional software models. R&D, sales, marketing, customer success, finance, and operations all need to work together to produce profitable unit economics, which are the basis of a successful SaaS company. The annual…

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CallidusCloud Solves Sales Planning with ‘Flawless’ NetSuite Integration

When your business is helping customers accelerate and maximize their lead-to-money process—the business alchemy that turns leads into paying customers—it’s safe to assume you often have sales on the brain. That’s certainly true at CallidusCloud, a recognized leader in sales performance management solutions that’s helped more than 5,400 organizations equip…

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Three Tips for Better SaaS Revenue Forecasting

As part of my job at Adaptive Insights, I meet regularly with FP&A peers working at software as a service (SaaS) companies. Their questions often echo the same concerns: How can I forecast revenue more accurately? What are the metrics that matter? Is there a way to beat back the…

Use dashboards and visual analytics to drive better performance
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5 Ways Dashboards Can Help Step Up Your Finance Game

There’s a lot of talk these days about how to drive deeper engagement between finance and business teams. So here’s our tip of the week: Dashboards. Visual analytics open the door for a more collaborative environment in which easy-to-interpret data is more readily shared and can be accessed by anyone…

Poor Fair Good Great Grades Evaluation Steps 3d Illustration--CFOs
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Good to Great: The Traits of Top-Performing CFOs

Finance executive roles are becoming increasingly important to the enterprise. In a 2015 survey of global CEOs by KPMG, 63% of CEOs said the CFO’s role will increase in significance over the next three years. The bad news? Thirty percent of those CEOs say their CFOs don’t understand or assist…

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A New Outpost on the Innovation Frontier

San Francisco may be the financial hub of the West, but when it comes to meteoric growth, the real disruption is in the technology sector—the software and services that are changing the established ways we do practically everything. In fact, there’s an intensifying concentration of tech companies in the City…