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 86

Marketing Benchmarking Analyzing Data Strategic Planning 86

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

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

CFO News Room

NOVEMBER 4, 2022

Representation goals — whether based on industry benchmarks or population data for the appropriate city, state, or country — are one component, but it’s equally important to incentivize leaders and create accountability systems to help make those strategies a success. Two years later, that number has climbed to 15%.

Investments 100

Investments Leadership Accounting Analyzing Data 100

Spreadym

AUGUST 23, 2023

Here are some commonly used approaches: Data-Driven Analysis Utilize data and analytics to inform your workforce planning decisions. This involves gathering and analyzing data on current workforce demographics, skills, performance, turnover rates, and other relevant factors.

Planning 52

Planning Leadership Compliance Analyzing Data 52

Barry Ritholtz

MARCH 26, 2024

A and, 00:12:27 [Speaker Changed] And my takeaway from that is market timing is one part science, where you’re crunching numbers and looking at history, but you can’t get away from one part art where after you’re watching the markets for decades like him, there’s a an intuitive feel where just something starts to smell wrong.

Investments 57

Investments Marketing Concentration Economics 57