Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Dynamic reforecasting: how to keep your budget relevant
Are your budgets at risk of being outdated because the thought of reforecasting is just too painful? Would you benefit from access to live performance to inform accurate reforecasting?
Watch now
Learn how businesses like yours are getting ahead with easy and regular reforecasts - giving them an accurate prediction of their financial health and cash position at any given time.
In this session, we’ll cover best practices for Profit & Loss (P&L) reforecasting, sales forecasting + cashflow forecasting. We’ll discuss:
- The case for rolling forecasts - how to implement them successfully and examples of effective rolling forecasts
- How to seamlessly integrate regular quantity-based sales reforecasting with financial reforecasting
- The challenges of cash forecasting and methods to overcome those challenges
Presented by
Watch now
You might also like
View all
Optimize sales efforts for maximum ROI
Learn how to focus your team’s energy where it matters most with customer segmentation. You'll also get an exclusive preview of Phocas Insights; our new segmentation product designed to tell you who to go after and where to win.
Protect margins with tariff impact dashboards
Using real-world scenarios, this focused session will teach you how to leverage dynamic BI dashboards to navigate tariff impacts and boost profitability.
Proactive planning to navigate market volatility
Master scenario-based planning to navigate uncertainty, stress-test your options, and make strategic decisions with confidence.
The evolving role of Finance: driving strategy, insights, and growth
How to transform your finance team into a strategic powerhouse and foster a company-wide data-driven culture.
