Nerd's Eye View

MARCH 28, 2023

What's unique about Erica, though, is how she built a series of spreadsheet tools to measure the details of each step of her advisory firm’s marketing funnel, from lead generation to each meeting in the sales process to client onboarding and getting initial revenue for the firm… and then turned it into a series of tools that any advisory (..)

Marketing 83

Marketing Benchmarking Analyzing Data Strategic Planning 83

Fpanda Club

FEBRUARY 5, 2024

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. Get the basics right Advancements in automation, data practices, and innovative systems make it much easier to generate financial and non-financial insights. The State of Strategic Finance. Gartner, 2018.

Finance 130

Finance Analyzing Data Benchmarking Communication 130

Fpanda Club

APRIL 18, 2022

To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information. By combining the results of the SWOT analysis FP&A teams can elaborate strategies and develop action plans to improve the FP&A function.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52