Integrated Planning

Learn more about maximizing output by linking strategic plans with sales, operational, and financial initiatives.

3 Ways Our New Modeler Wizard Makes Your Planning Easier

August 31, 2021 |

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How To Build the Ultimate Business Planning Playbook

Did you know that according to, the concept of business planning dates all the way back to the 1800s when business plans were built with a 10-year horizon and five-year reviews? This was just one of the interesting facts our COO Tina Goulbo......

July 5, 2021 |

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The SaaS Finance Leader's Guide To LTV and CAC

If you work at a fast-growing SaaS organization, you might have heard your CEO talk about customer lifetime value (LTV) and customer acquisition cost (CAC) at your last town hall meeting. While traditionally thought of as sales and marketing metrics, both ......

June 11, 2021 |

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3 Reasons Why You and Your Organization Should Be Using Power BI

Let’s talk about the power behind data analytics. Data analytics can drive your organization forward, help with strategic decision making and give you a visual way to effectively become a data storyteller and measure if you are meeting your business object......

June 9, 2021 |

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Out of the Playoffs? 3 Offseason Planning Tips for Finance Teams in Professional Sports

Ahhh, playoff season.  It’s always an exciting time for sports fans in the U.S. and Canada. The NHL and NBA playoffs are finally heating up and the teams still fighting for the Stanley Cup and the Larry OB are hungry. Even after a weird pandemic season, th......

June 3, 2021 |

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How Professional Sports Teams Can Plan for More Profitable Fan Experiences

The 2020-2021 season has been unlike any other in the well-documented history of modern professional sports. Ticketing revenues declined, sponsorships tightened up and gameday profits evaporated as leagues shut down during the pandemic. Shortened season sc......

May 3, 2021 |

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What-If Analysis in Commercial Banking To Plan for Uncertainty

Stock market crashes, debt defaults, the collapse of the U.S. housing bubble. Many of the global economic crises in the past 50 years have had financial origins. And while the current economic downturn is an anomaly, brought on by the governmental and soci......

April 22, 2021 |

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The Amazon Effect: How (and Why) 3PL Firms Need To Unify Finance and Operations

If you’ve ever read The Economist or flipped through the business section of your favorite newspaper, you’ve probably heard about the “Amazon Effect” and its impact on global business operations. The term was originally coined for Amazon’s disruption of br......

April 5, 2021 |

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4 Features To Expect From CPM Technology Leaders in 2021

If you need a corporate performance management (CPM) tool to streamline budgeting, forecasting, reporting and financial close, it’s important to remember that not all solutions are created equal.  Even though most tools offer the same high-level functional......

February 17, 2021 |

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3 Ways Finance Teams Can Excel in a Remote Work Environment

With 2020 behind us, it’s time to start thinking about how to effectively optimize your finance-led planning processes. Although we can’t predict how the year ahead will be—considering the unpredictability of the pandemic and its long-term effects on the g......

February 3, 2021 |

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