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Financial Planning and Forecasting Best Practices

August 13, 2015

Five Tips for a Smooth, Insightful Planning and Forecasting Process

APQC reports that 30% of CFOs that are unhappy with their current planning solution. Most FP&A professionals want a planning and forecast process that is fast and repeatable. They want the financial data to be accurate and transparent to the deepest levels. They need planning tools that provide structure to streamline the process and flexibility to accommodate changes in the business. And they require analysis and reporting that bring visibility to the state of the business and lead to actionable insights. This paper details five best practices that Finance teams can follow to improve their planning and forecasting and influence the strategy of an organization.

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