Forecasting Strategies for the New Financial Reality
Forecasting Strategies for the New Financial Reality

COVID-19 is fundamentally reshaping how businesses and finance teams forecast.

Brandon Metcalf / April 8, 2021

3 Common Problems With Financial Forecasts (and How to Solve Them)
3 Common Problems With Financial Forecasts (and How to Solve Them)

Anybody who has worked in finance for a small or medium-sized business will likely know that sinking feeling when you realize cash that was in the forecast has failed to materialize.

Brandon Metcalf / March 2, 2021

You didn’t meet the forecast – where is your new forecast?
You didn’t meet the forecast – where is your new forecast?

Even before the COVID-19 pandemic, there was a trend away from static, annual business plans towards more dynamic, rolling replanning. The increase in uncertainty we have seen over the last year is driving that shift home. In businesses where the CFO is able to deliver a consistently accurate rolling forecast, the executive team is able […]

Brandon Metcalf / January 11, 2021

Three Steps to Moving from Static to Dynamic Financial Planning in 2021
Three Steps to Moving from Static to Dynamic Financial Planning in 2021

While 2020 was tough to go through, we might look back on it as a time when we learned some important lessons. In our personal lives, perhaps this has forced us to grow, appreciate what we have a little more, and do more for each other. But in business too, there are ways in which […]

Brandon Metcalf / December 23, 2020

Salesforce’s Acquisition of Slack Builds Momentum for Democratizing Data
Salesforce’s Acquisition of Slack Builds Momentum for Democratizing Data

Imagine you are playing baseball – but when you go out onto the field, nobody will tell you what the score is. You don’t know if you are winning or losing, where your or the opposing team’s weak points are or what the strategy is to win. Do you think you could play at the […]

Brandon Metcalf / December 10, 2020

The Customer-centric CFO: Three Reasons for Finance Teams to Adopt Salesforce

Pivoting is necessary for any startup to succeed. But knowing when, how, and why you should pivot is the key.

Brandon Metcalf / December 2, 2020

Measuring Cause and Effect: How Real-Time Forecasting Can Become A Superpower For Your Business
Measuring Cause and Effect: How Real-Time Forecasting Can Become A Superpower For Your Business

Pivoting is necessary for any startup to succeed. But knowing when, how, and why you should pivot is the key.

Brandon Metcalf / October 29, 2020

Focusing On Efficiencies In 2021: 6 Small Things You Can Do To Modernize Your Business
Focusing On Efficiencies In 2021: 6 Small Things You Can Do To Modernize Your Business

Pivoting is necessary for any startup to succeed. But knowing when, how, and why you should pivot is the key.

Brandon Metcalf / September 30, 2020

Pain-free FP&A for Xero and Salesforce
Pain-free FP&A for Xero and Salesforce

What happens when user-friendly accounting is united with the world’s leading CRM?

Danielle South / September 25, 2020

Place Technology Announces Its Fall ‘20 Release Including Consolidations, Multi-Currency and Salesforce Sales Cloud Integration