分析师报告

5个步骤,以确保将财务和销售计划与XP&A整合在一起的准备

阅读Gartner报告
Gartner® guidance: Preparing to use xP&A and pull together financial and sales planning\n

Finance and sales leaders have a vested interest in rethinking and transforming how sales and revenue planning works today. Pivoting away from a manual, disconnected, and error-prone process to an agile, intelligent, and connected process is the shortest path to driving predictable and profitable growth. When businesses conduct sales planning effectively, alignment, collaboration, and trust across GTM and operations, teams improve.

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To help bridge gaps between FP&A, sales, and other operational teams through xP&A, Gartner lays out five steps to ensure that businesses are ready to integrate finance and sales planning. The steps help enable planners to anticipate and respond faster to changing business conditions. Operations leaders can’t force proper planning and collaboration or make xP&A successful by themselves. Working with finance and sales leaders ensures that the organization is ready to take the necessary steps to achieve success.

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Read these research-based recommendations from Gartner to discover ways you can improve your planning and organizational alignment across finance and sales.

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Gartner Quick Answer: 5 Steps to Ensure Readiness for Integrating Financial and Sales Planning with xP&A, Robert Anderson and Melissa Hilbertz, January 24, 2022.
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Gartner®指导:准备使用XP&A并结合财务和销售计划

财务和销售领导者对重新思考和改变销售和收入计划的工作方式具有既得利益。从手动,断开且容易出错的过程转移到敏捷,智能和连接的过程中,是推动可预测和有利可图的增长的最短途径。当企业有效地进行销售计划,跨GTM和运营范围内的一致,协作和信任,团队会有所改善。

为了帮助通过XP&A弥合FP&A,销售和其他运营团队之间的差距,Gartner提出了五个步骤,以确保企业准备好整合融资和销售计划。这些步骤有助于使计划人员预测和回应不断变化的业务状况。运营领导者不能强迫适当的计划和协作,也不能独自使XP&A成功。亚搏彩票手机版免费下载与金融和销售领导者合作确保组织准备采取必要的步骤来取得成功。亚搏彩票手机版免费下载

阅读Gartner的这些基于研究的建议,以发现您可以改善金融和销售的计划和组织一致性的方法。

Gartner快速答案:5个步骤,以确保将财务和销售计划与XP&A,Robert Anderson和Melissa Hilbertz的XP&A整合在一起,2022年1月24日。

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