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 87

Marketing Benchmarking Analyzing Data Strategic Planning 87

Spreadym

NOVEMBER 8, 2023

Empowerment: Employees and managers at different levels are empowered to take ownership of their budgets and are more accountable for their financial performance. This can lead to more effective strategic planning. Transparency: Collaborative budgeting promotes transparency in financial planning and management.

Budgeting 59

Budgeting Communication Strategic Planning Analyzing Data 59

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

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

The Finance Weekly

OCTOBER 8, 2023

Some software can even integrate with accounting systems to further streamline financial management. These type software provides various functions like forecasting, , financial reporting , managing cash flow, and analyzing differences in planned versus actual expenses.

Financial Planning and Analysis (FP&A) 52

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