Nerd's Eye View

MARCH 28, 2023

In this episode, we talk in-depth about how, through a series of Google Sheets, Erica helps advisory firms begin to track each of the steps in their marketing funnel, analyze how successful those steps are in turning a lead into client, and develop strategies to help improve those metrics, why Erica focuses on 5 key marketing metrics of stick rate, (..)

Marketing 98

Marketing Benchmarking Analyzing Data Strategic Planning 98

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. Imagine CFO or CEO seeing dozens of long tables filled with numbers every day, will they be happy to receive another one like this?

Financial Planning and Analysis (FP&A) 130

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

CFO Talks

NOVEMBER 20, 2024

I was drawn to the idea that strategic financial planning can drive success and growth, whether on a corporate or personal level. The challenge of analyzing data, identifying trends, and making informed decisions based on complex factors inspired me to learn more.

CFO 52

CFO Prioritization Leadership Communication 52

The Finance Weekly

JULY 10, 2022

We're all searching for the easy way out, whether we're data analysts, executives, product managers, or marketers. Use these techniques to uncover insights and patterns so you may be the one to deliver an actionable data point that leads to the upcoming big-ticket item in your strategic plan. #1

Data Analysis 52

Data Analysis Analyzing Data Strategic Planning Sales 52

Spreadym

NOVEMBER 8, 2023

This can lead to more effective strategic planning. Reduced Budget "Gaming": Collaborative budgeting can help reduce the practice of "gaming" the budget, where managers manipulate numbers to meet targets. When employees have a say in financial decisions that affect their work, they often feel more connected to the organization.

Budgeting 59

Budgeting Communication Strategic Planning Analyzing Data 59

The Finance Weekly

DECEMBER 20, 2023

Importance of Workforce Planning Tools Workforce planning involves analyzing and predicting the number of employees you need to achieve your business goals in the short and long term. The software includes features for budgeting, planning, reporting, and workforce planning.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

DECEMBER 20, 2023

Importance of Workforce Planning Tools Workforce planning involves analyzing and predicting the number of employees you need to achieve your business goals in the short and long term. The software includes features for budgeting, planning, reporting, and workforce planning.

Financial Planning and Analysis (FP&A) 52

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