Budgeting,  Forecasting, Planning and Reporting

Overview

Budgeting, Planning, Forecasting and reporting is a four-step process for identifying and understanding an organization's long and short-term financial goals. This process is usually managed by an organization's finance department under the Chief Financial Officer's guidance by using Corporate Performance Management software.

Budgeting, Forecasting and Planning

Budgeting, Forecasting & Planning

Automate your sales tax across thousands of jurisdictions.

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marketing

Integration

Trace back KPIs to marketing investments and focus on activities with highest RoI.

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sales

Reporting

Create an evolving pipeline that is refined based on real-time data.

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services

Consolidation

Identify challenges in customer service and resolve them before they blow up.

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it

Discovery

Provide reliable data to the entire organization with an intuitive and easy interface.

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