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

PYMNTS

NOVEMBER 14, 2019

As eCommerce rises in popularity – currently accounting for about 11 percent of retail sales, which is an increase of about 14.8 Physical sales at brick-and-mortar stores rose 1.9 Punchh also has a method of analyzing data for cash customers. and what you bought,” Rao noted. “We

Analyzing Data 40

Analyzing Data Sales eCommerce Retail 40

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

PYMNTS

JUNE 1, 2017

The company announced Wednesday (May 31) that it is rolling out NICE Actimize ABC, an anti-bribery and anti-corruption solution that analyzes financial data to identify potential instances of bribery for accountants and auditors. “We

Auditing 40

Auditing Financial Systems Analyzing Data Entertainment 40

PYMNTS

JUNE 9, 2017

One company that saw significant improvement in its sales thanks to AI was Dole Asia. The company wanted to increase the sales of its “Seasons” fruit cocktail brand, increase the sale of its smaller cans and gain a stronger market share hold among its competitors. AI and the bot are major forces with which to be reckoned.

Analyzing Data 71

Analyzing Data Retail Technology Budgeting 71

PYMNTS

OCTOBER 7, 2016

. “The acquisition of Reval substantially increases our footprint in treasury cloud services and enriches our product portfolio with leading functionality in risk and hedge accounting,” said ION CEO and Founder Andrea Pignataro.

Treasury 49

Treasury Mergers and Acquisitions (M&A) Analyzing Data Leadership 49

PYMNTS

NOVEMBER 7, 2019

However, for salons and spas, reliance on recurring sales can be critical to business success. “Salons and spas have very specific operating procedures that cannot be shoehorned from other horizontal [point-of-sale (POS)] or vertical [Software-as-a-Service (SaaS)] platforms,” Danna explained. He added that the U.S.

Analyzing Data 41

Analyzing Data Benchmarking Reconciliations Technology 41

PYMNTS

MAY 25, 2018

The platform benefits distributors, whose sales representatives are on the receiving end of emails and phone calls from bar managers. These reps can get swamped with requests: A sales representative might have 80 to 300 accounts to call. With all of their accounts, reps spend a significant amount of time on administrative tasks.

Analyzing Data 43

Analyzing Data Sales Retail Accounting 43

The Finance Weekly

AUGUST 30, 2022

It is simply impossible for companies of any size to keep up with the constantly growing amount of data that needs to be sorted and analyzed. Today, the average FP&A analyst , only spends 25% of their time analyzing data , while the other 75% of their valuable time is spent on activities such as collecting and cleaning the data.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

PYMNTS

OCTOBER 28, 2019

The Big Four auditing firms — EY, Deloitte, KPMG and PwC — have recently requested that the Financial Accounting Standards Board (FASB) provide clarity in how corporates should classify their reverse factoring or supply chain financing agreements, adding more fuel to a long-standing debate as to whether such trade financing tools are debt.

B2B 40

B2B Accounting Standards Finance Invoicing 40

PYMNTS

JULY 14, 2016

“Whereas Optimal GeoSpace can create a flexible fence tailored to each unique location based on specific shopping patterns using UberMedia’s analysis of billions of high-quality location data points over a period of time as set by the advertiser.”.

Advertising 40

Advertising Analyzing Data Retail Technology 40

PYMNTS

FEBRUARY 27, 2018

For franchise owners, financial data isn’t just stored across systems; it’s stored across various business locations, making financial analysis even more difficult. The digitization of business operations has made it easier than ever to gain access to data stored in these areas too. In the U.S.,

Cash Flow Forecasting 40

Cash Flow Forecasting B2B Forecasting Financial Data 40

The Finance Weekly

AUGUST 30, 2022

It is simply impossible for companies of any size to keep up with the constantly growing amount of data that needs to be sorted and analyzed. Today, the average FP&A analyst , only spends 25% of their time analyzing data , while the other 75% of their valuable time is spent on activities such as collecting and cleaning the data.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Startups Budgeting Analyzing Data 52

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

Musings on Markets

JANUARY 5, 2024

In this, the first of the data posts for this year, I will describe my data, in terms of geographic spread and industrial breakdown, the variables that I estimate and report on, the choices I make when I analyze data, as well as caveats on best uses and biggest misuses of the data. Costs of equity & capital 4.

Valuation 98

Valuation Financial Analysis Analyzing Data Profit and Loss 98

Jedox Finance

MARCH 7, 2023

Chemical manufacturer plans for any scenario Integrating cross-organizational data 3. Cleantech provider integrates data seamlessly 4. Healthcare organization reaps critical sales insights Simplifying complex plans 5. To drive sales, account managers need precise information on a constant basis.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

SEPTEMBER 4, 2018

Chamber of Commerce found that 79 percent of SMBs surveyed said they’re using digital tools to communicate with customers and suppliers, with similar penetration rates found in SMBs’ efforts in sales, customer information and advertising. The impact and ROI of electronic invoicing can be more immediate, too. for an electronic one.

Invoicing 70

Invoicing Analyzing Data Technology Advertising 70

Planful

JUNE 17, 2021

Instead, think about connecting the finance function with the big picture, from product innovation to sales and marketing. It empowers you to determine which initiatives are driving more sales, so the company knows where to double down on its efforts. ” What was the outcome of the investment in strategic RGM?

Strategic Planning 40

Strategic Planning Financial Planning and Analysis (FP&A) Planning CFO 40

The Finance Weekly

OCTOBER 13, 2021

It's critical that everyone from HR and finance to engineering and sales is involved in the innovation process for your business model transition to be effective. When a firm spends weeks reconciling accounts, closing the books, and reporting earnings to stakeholders, moving quickly is challenging. Think through the “extended” process.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

PYMNTS

DECEMBER 22, 2016

Last year, for instance, the firm rolled out Invoice Automation to help manufacturers and distributors capture invoice data for their accounts payable departments. Halverson identified some of the ways data errors can occur. Even for the companies that do understand, the hurdles to achieve top data accuracy and quality are tall.

Accounts Payable 40

Accounts Payable Invoicing B2B Analyzing Data 40

PYMNTS

APRIL 11, 2018

Travel spend data extends its reach beyond an employee’s expense report, Honohan noted. Take sales, for example. There is an indirect link between travel and sales,” Honohan said. There is an indirect link between travel and sales,” Honohan said. Accessing Data. And you can see where you’re able to consolidate.”.

Accounts Payable 40

Accounts Payable Analyzing Data Sales Accounting 40

PYMNTS

NOVEMBER 14, 2019

The holiday shopping season, stretching from Black Friday and beyond, can account for a significant amount — even a majority — of an eCommerce firm’s top line. For many retailers, especially those focused on eCommerce, the next several weeks are crucial.

Retail 40

Retail eCommerce Analyzing Data Investments 40

Collectiv

MARCH 23, 2022

Given the importance of data in our digital age, it’s critical for your organization to maintain a single source of truth. Drive accountability with data owners and stewards. Previously the technical learning curve of business applications restricted non-IT professionals in finance, marketing, sales, etc.

Leadership 98

Leadership Analyzing Data Construction Business Analytics 98