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 73

Marketing Benchmarking Analyzing Data Strategic Planning 73

CFO News Room

NOVEMBER 4, 2022

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. A good strategy is connected to the right accountable parties. .

Investments 100

Investments Leadership Accounting Analyzing Data 100

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. Here is an example of a persona built to meet the needs of key account managers as potential internal customers of the FP&A teams.

Financial Planning and Analysis (FP&A) 130

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

Collectiv

JUNE 13, 2023

Additionally, the manual nature of these spreadsheets makes the process prone to human error when inputting, interpreting, and distributing data. By contrast, a tool like Power BI makes it easier (and quicker) to reliably collect, organize, and analyze data.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

Spreadym

AUGUST 23, 2023

Flexibility and Adaptability: Workforce planning takes into account the dynamic nature of business environments. Here are some commonly used approaches: Data-Driven Analysis Utilize data and analytics to inform your workforce planning decisions.

Planning 52

Planning Leadership Compliance Analyzing Data 52

PYMNTS

NOVEMBER 7, 2019

Aggregating industry-wide customer information can also support businesses’ ability to benchmark their performance against their peers, said Danna. However, a better customer experience — and a higher chance of a recurring client — involves more than analyzing such trends.

Analyzing Data 41

Analyzing Data Benchmarking Reconciliations Technology 41

Spreadym

JUNE 27, 2023

Compliance and Regulation: Financial Planning and Analysis ensures compliance with financial regulations, accounting standards, and reporting requirements. Forecasting: In this stage, Financial Planning and Analysis professionals utilize the gathered data and statistical techniques to develop financial forecasts.

Financial Planning and Analysis (FP&A) 52

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