Aligning sales & finance on the plan
Two teams, two spreadsheets, two versions of the plan. Here's how to fix it.
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Sales builds a forecast. Finance builds a budget. By the time both land on the table, they rarely agree, and the gap becomes a monthly argument instead of a shared plan.
In this session, Phocas Operations and Finance Specialist Nick Aversano explores what it actually takes for sales and finance to plan together.
We'll cover:
- What we're hearing from distributors across the market about the disconnect between sales forecasts and finance budgets
- The shift it takes to get two functions working from one number, instead of two
- Why sales and finance don't need to agree on everything — they just need to be working from the same, connected numbers
- How dedicated software helps sales and finance not only build one shared forecast, but keep working from it together — reporting off the same numbers so both teams can execute as one, not two
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