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Workday Adaptive Planning Reviews

The Finance Weekly

Sales Planning - Optimize sales strategies by managing quotas, territories, and representative capacity. Marketing Planning - Optimize marketing spend by analyzing budget allocations vs. sales objectives. Workday Adaptive Planning Subscription ERP and General Ledger (GL) connectivity.

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How to Calculate Your Profitability: A Case Study

CFO Simplified

Our client was a printing company located in North Central Illinois with sales of $19,200,000 and a second-generation owner. Manufacturing variances were caused by a variety of factors, but the summary general ledger (GL) postings didn’t provide an answer. . Let’s dive in. The Client. Let’s first set the scene.

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How do I clean up my financial statements?

CFO Share

Too many general ledger (GL) accounts. Unsophisticated GL structures. Most small businesses do not know the ins and outs of cost accounting, meaning they leave costs down in operating expenses (or have no costs at all, so gross profit = sales.) Unsophisticated GL structures. Incorrect costing or no costing.