Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Data-driven planning: linking financial and operational insights for the big picture
Data-driven planning: linking financial and operational insights for the big picture
Watch now
In this session, we cover:
- what a typical financial and operational data set looks like
- how management, finance, sales and operations can collaborate and be on the same page with numbers that make your business tick
- how to perform multiple planning and reporting tasks to tell your whole business story
Presented by
Craig Medlyn
Technical Sales Manager
Elise Webb
National Customer Success Manager
Stratus
Watch now
You might also like
View all
On-demand
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.
On-demand
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.
On-demand
Proactive planning to navigate market volatility
Master scenario-based planning to navigate uncertainty, stress-test your options, and make strategic decisions with confidence.
On-demand
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.