Upcoming customer events and training

North America

Training series

Custom reporting + gap analysis

Aug

6

Wednesday 6 August, 2025

2:00 PM CDT

Customize calculations, apply edits, and arrange columns to uncover deeper insights into sales and inventory—enhancing performance and improving stock control.

Training series

Ratios and statistical streams

Aug

8

Friday 8 August, 2025

2:00 PM CDT

Keep track of the operational and financial metrics that drive your business.

Training series

Dashboards 101

Aug

20

Wednesday 20 August, 2025

2:00 PM CDT

Build a dashboard from scratch to visualize your data and turn it into clear, actionable insights.

Training series

Cashflow - direct and indirect

Aug

22

Friday 22 August, 2025

2:00 PM CDT

Understand the movement of cash through your business to know your financial position at any given time.

Training series

Building advanced dashboards

Sep

3

Wednesday 3 September, 2025

2:00 PM CDT

Building on session 1, we’ll help take your dashboarding skills to the next level by focusing on layout design for greater impact — highlighting key trends in customer retention, product performance, and sales gaps.

Training series

Budgets & Forecasts 101 – revenue

Sep

5

Friday 5 September, 2025

2:00 PM CDT

Speed up the preparation and sign-off of your revenue budget process.

Training series

Multi-database dashboarding

Sep

17

Wednesday 17 September, 2025

2:00 PM CDT

Build a dashboard that combines data from multiple databases like Sales, Inventory, and CRM together in one powerful view so you can uncover deeper insights.

Training series

Budgets & Forecasts 101 – expenses

Sep

19

Friday 19 September, 2025

2:00 PM CDT

Building on revenue budgeting, it’s time to accurately plan future expenses across the business.

Training series

3-statement budgeting

Oct

3

Friday 3 October, 2025

2:00 PM CDT

Achieve cashflow budgets and forecasts by introducing your balance sheet.

Training series

Sales budgeting

Oct

17

Friday 17 October, 2025

2:00 PM CDT

Create your sales budget for the next 12-months using prior year actuals as a foundation to forecast future performance.

Training series

Tracking performance + re-forecasting

Oct

31

Friday 31 October, 2025

2:00 PM CDT

Building on sales budgeting, it’s time to reforecast your 3-statement budget.

Training series

Demand planning

Nov

14

Friday 14 November, 2025

2:00 PM CST

Make the most of your sales and purchasing data to plan future purchases and stock holdings.

Europe, the Middle East and Africa

Training series

Custom reporting + gap analysis

Aug

6

Wednesday 6 August, 2025

2:00 PM BST

Customize calculations, apply edits, and arrange columns to uncover deeper insights into sales and inventory—enhancing performance and improving stock control.

Training series

Ratios and statistical streams

Aug

8

Friday 8 August, 2025

2:00 PM BST

Keep track of the operational and financial metrics that drive your business.

Training series

Dashboards 101

Aug

20

Wednesday 20 August, 2025

2:00 PM BST

Build a dashboard from scratch to visualize your data and turn it into clear, actionable insights.

Training series

Cashflow - direct and indirect

Aug

22

Friday 22 August, 2025

2:00 PM BST

Understand the movement of cash through your business to know your financial position at any given time.

Training series

Building advanced dashboards

Sep

3

Wednesday 3 September, 2025

2:00 PM BST

Building on session 1, we’ll help take your dashboarding skills to the next level by focusing on layout design for greater impact — highlighting key trends in customer retention, product performance, and sales gaps.

Training series

Budgets & Forecasts 101 – revenue

Sep

5

Friday 5 September, 2025

2:00 PM BST

Speed up the preparation and sign-off of your revenue budget process.

Training series

Multi-database dashboarding

Sep

17

Wednesday 17 September, 2025

2:00 PM BST

Build a dashboard that combines data from multiple databases like Sales, Inventory, and CRM together in one powerful view so you can uncover deeper insights.

Training series

Budgets & Forecasts 101 – expenses

Sep

19

Friday 19 September, 2025

2:00 PM BST

Building on revenue budgeting, it’s time to accurately plan future expenses across the business.

Training series

3-statement budgeting

Oct

3

Friday 3 October, 2025

2:00 PM BST

Achieve cashflow budgets and forecasts by introducing your balance sheet.

Training series

Sales budgeting

Oct

17

Friday 17 October, 2025

2:00 PM BST

Create your sales budget for the next 12-months using prior year actuals as a foundation to forecast future performance.

Training series

Tracking performance + re-forecasting

Oct

31

Friday 31 October, 2025

2:00 PM GMT

Building on sales budgeting, it’s time to reforecast your 3-statement budget.

Training series

Demand planning

Nov

14

Friday 14 November, 2025

2:00 PM GMT

Make the most of your sales and purchasing data to plan future purchases and stock holdings.

Asia-Pacific

Training series

Custom reporting + gap analysis

Aug

6

Wednesday 6 August, 2025

2:00 PM AEST

Customize calculations, apply edits, and arrange columns to uncover deeper insights into sales and inventory—enhancing performance and improving stock control.

Training series

Ratios and statistical streams

Aug

8

Friday 8 August, 2025

2:00 PM AEST

Keep track of the operational and financial metrics that drive your business.

Training series

Dashboards 101

Aug

20

Wednesday 20 August, 2025

2:00 PM AEST

Build a dashboard from scratch to visualize your data and turn it into clear, actionable insights.

Training series

Cashflow - direct and indirect

Aug

22

Friday 22 August, 2025

2:00 PM AEST

Understand the movement of cash through your business to know your financial position at any given time.

Training series

Building advanced dashboards

Sep

3

Wednesday 3 September, 2025

2:00 PM AEST

Building on session 1, we’ll help take your dashboarding skills to the next level by focusing on layout design for greater impact — highlighting key trends in customer retention, product performance, and sales gaps.

Training series

Budgets & Forecasts 101 – revenue

Sep

5

Friday 5 September, 2025

2:00 PM AEST

Speed up the preparation and sign-off of your revenue budget process.

Training series

Multi-database dashboarding

Sep

17

Wednesday 17 September, 2025

2:00 PM AEST

Build a dashboard that combines data from multiple databases like Sales, Inventory, and CRM together in one powerful view so you can uncover deeper insights.

Training series

Budgets & Forecasts 101 – expenses

Sep

19

Friday 19 September, 2025

2:00 PM AEST

Building on revenue budgeting, it’s time to accurately plan future expenses across the business.

Training series

3-statement budgeting

Oct

3

Friday 3 October, 2025

2:00 PM AEST

Achieve cashflow budgets and forecasts by introducing your balance sheet.

Training series

Sales budgeting

Oct

17

Friday 17 October, 2025

2:00 PM AEDT

Create your sales budget for the next 12-months using prior year actuals as a foundation to forecast future performance.

Training series

Tracking performance + re-forecasting

Oct

31

Friday 31 October, 2025

2:00 PM AEDT

Building on sales budgeting, it’s time to reforecast your 3-statement budget.

Training series

Demand planning

Nov

14

Friday 14 November, 2025

2:00 PM AEDT

Make the most of your sales and purchasing data to plan future purchases and stock holdings.