Planning
15 min
AI for budgeting: 6 ways to make budget season less painful
Jaco Schoeman
,
Associate Director, Strategic Finance
Insights and Strategies for FP&A Leaders
Explore guides, product updates, and expert opinions on how modern FP&A teams plan, forecast, and report.
Planning
17 min
Billable hours vs. utilization in professional services and why neither reflects real capacity
Jason Patraj
,
Solutions Architect - EPM Software
Planning
16 min
Why professional services revenue forecasting is so hard (and how to fix it)
Jason Patraj
,
Solutions Architect - EPM Software
Planning
14 min
Why pipeline-based forecasting in professional services fails and what to do instead
Jason Patraj
,
Solutions Architect - EPM Software
Planning
12 min
How to motivate your sales teams with sales compensation plans that work
Saurav Bhagat
,
Co-founder & Product Lead
Planning
14 min
How successful CFOs make strategic marketing budget allocation decisions today
Kirk Kappelhoff
,
Senior Director, Strategic Finance
Planning
15 min
12 questions smart finance leaders ask before setting departmental budgets
Rama Krishna
,
Strategic Finance Partner
Planning
12 min
How to build an ideal finance tech stack that will grow with your business
Aakanksha Gupta
,
Growth Marketing Lead
Planning
9 min
How successful sales leaders are transforming their forecasts with win rate data
Saurav Bhagat
,
Co-founder & Product Lead
Planning
11 min
How successful companies improve revenue planning by more accurately forecasting new bookings
Rama Krishna
,
Strategic Finance Partner
Planning
13 min
Why smart SaaS leaders are adopting the bowtie model
Vanika Achreja
,
CFO’s Office & GTM Lead
Planning
9 min
Embracing the uncertainty: 10 scenario planning best practices for today’s strategic CFO
Aakanksha Gupta
,
Growth Marketing Lead
Planning
7 min
The Strategic CFO: Merging technology and best practices for better financial planning
Praveen Rajaretnam
,
Head of Product Marketing
Planning
11 min
How to factor attrition vs. turnover into your headcount planning process
Kirk Kappelhoff
,
Senior Director, Strategic Finance
Planning
7 min
CFO best practices for more strategic business budgeting
Aakanksha Gupta
,
Growth Marketing Lead
Planning
7 min
How to use revenue variance analysis for better revenue planning
Rama Krishna
,
Strategic Finance Partner
Planning
10 min
Revenue planning in SaaS: How to achieve better and more predictable growth
Mona Sharma
,
Senior Finance Manager
Planning
5 min
How to choose the best sales forecasting framework for your business
Saurav Bhagat
,
Co-founder & Product Lead
Become the strategic partner your business needs
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