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Posts Tagged ‘forecasting’

Microsoft Dynamics CRM and Salesforce Forecasting and Analyses

If your business has a sales and marketing team, and your business wants to show your customers that they are top priority, a customer relationship management (CRM) software is probably a good thing to invest in. If you are not familiar with CRM, let me give you an overview of it, as well as examples […]

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Budgeting for Professional Services Dynamics AX Users

Modern budgeting and forecasting tools can help Professional Services organizations streamline, modernize and expand their Dynamics AX planning processes.     Budgeting is typically a challenge no matter your industry, but thankfully it is becoming more user friendly and intuitive because of modern tools to expand your Microsoft Dynamics AX processes.  Planning is just as vital […]

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Top Three Questions to Ask Yourself When Forecasting

Leaders and planners at consumer brand companies who manufacture, source, and/or retail products all want to know: When forecasts are not always accurate, how do you hedge your bets? This was a question recently asked by a Supply Chain VP on an educational webinar (which is still on-demand for a few months if you are […]

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2016 BI and CPM Trends

This article is all about what’s ahead for Business Intelligence and Corporate Performance Management for today’s businesses in 2016.  Look, the New Year has come and gone, more quickly than the last it seems – and here we are halfway through Q1.  At the end of last year and into the beginning of 2016, there […]

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Dynamics NAV Budgeting for Retail

This article will zoom in on budgeting and forecasting solutions for Retail organizations using Microsoft Dynamics NAV looking to expand their planning processes.     No matter if you are budgeting, forecasting, or looking at different scenarios as they could play for your company, actual figures and projected numbers are requisite so you can plan specifically […]

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CFOs’ Top Issues for 2016 and How to Solve Them

With 2015 behind us, CFOs are focusing on goals for 2016. A survey by Protiviti of 650 CFOs, vice presidents of finance, corporate controllers and other finance management professionals identified the top issues for 2016. Margin and earnings performance Controlling expenses and generating revenue and positive net income will always be the top priority for […]

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Budgeting for Retail Companies with Dynamics AX

In this article, we’ll discuss Retail budgeting and forecasting for your Microsoft Dynamics AX experience, zooming in on today’s features and functionalities.  Whether you are planning by budgeting, forecasting, or performing what-if analyses for your corporation, they all rely on historical figures and projected numbers, so you can strategize accurately for management of your retail […]

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What-if Analytics and Modeling for Dynamics

This article will discuss what-if analyses and modeling that some modern budgeting tools come equipped with for planning with Microsoft Dynamics that acknowledges variables. Financial planning is a responsibility that involves historical actuals, research-driven projections, goal setting, and collaboration.  Depending on your procedure, plenty can change in the course of the period.  Therefore, outside of […]

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What’s So Great About deFacto Planning 4.0?

deFacto has released the latest version of deFacto Planning, Version 4.0, which adds a number of significant new features and capabilities, including web and mobile interfaces, enhanced analytical and predictive features, higher scalability, and the ability to deploy a cloud-ready SaaS version from the Azure Marketplace. Customers who deployed deFacto to eliminate the problems they […]

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BPM Partners Survey Shows a New Era of Competition in Corporate Planning as deFacto Joins Elite Group

This year’s Pulse of Performance Management survey by BPM Partners again tracks the major market trends in the corporate planning and business analytics market. A key development this year is a changing of the guard in corporate planning, with the survey finding older vendors “playing catch-up” to a new generation of vendors that includes deFacto. The […]

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