The budgeting and forecasting process can be challenging – are you making these common mistakes? Failing to adapt. When was your budget as it currently exists created – the process/system itself, not the numbers? If you’ve been following the same budgeting and forecasting process for years, you could probably benefit…

Such a great turnout for our session on financial forecasting yesterday at the Sage Summit in Atlanta – we had a full house! Thanks to all who came by to check it out and participated! Talk about budgeting & forecasting success!  

Does your current financial forecasting, planning and budgeting process make you feel as though your company is falling behind? Are you constantly lagging when it comes to accurate numbers and data? If you are finding that, while a fantastic foundational tool, Excel just can’t seem to keep pace with your…

Win an iPad by visiting the True Sky booth at the Sage Summit in AtlantaWill you be at the Sage Summit in Atlanta? We will be! To celebrate the Summit and all the amazing things that are taking place at the conference, we’re giving away an Apple iPad mini! All…

Microsoft Excel is, by far, the most valued tool when it comes to strategic budgeting. Most companies, no matter the size, rely on it for their everyday budgeting and forecasting. CFOs know that the value inherent in it is undeniable. Excel is, without a doubt, a fantastic tool, really one…

Being accountable for the budget is about far more than taking responsibility for any mistakes made or if something goes wrong with the budget. It is also about being committed to the numbers once they’ve been approved and agreed upon. Holding people accountable to their numbers is critical. If an…

When it comes to preparing annual budgets, most companies dedicate weeks or even months to compiling numbers, entering data, and creating plans based on ‘current’ data. However, typically by the time those reports are actually finished, that ‘current’ data isn’t necessarily current anymore. In today’s fast-paced environment, you need data…

You need your team to participate in the budgeting process, so how can you make the process a little less dreaded? Business budgeting is critical, but it is far from fun. Rather, it is most often viewed as tedious and time-consuming. However, the more engaged and motivated your team members…

For any financial leader, key performance indicators (KPIs) are crucial for your business – you can’t live without them. They are used to measure success – what is working (successful) and what is not (unsuccessful). They can also help you identify areas for improvement – that, after all, is really…

More and more organizations lately are turning to alternative sources of information – unstructured data – for valuable business insights. Harnessing unstructured data is becoming a top focus area in driving business value and unstructured data is being used by companies to gain a more in-depth understanding of their customers,…