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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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