Aligning sales & finance on the plan
Two teams, two spreadsheets, two versions of the plan. Here's how to fix it.
Register nowSales 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
This session is designed for sales and finance leaders who want to align and see what's possible when everyone works from the same plan.
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Analytics 
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