FinanceKPIsPlanning Five Metrics Critical to Finance During Annual Planning That You Won’t Find in An ERP System Q4 is the time for companies to establish and align on cross-functional objectives for the…Helen LinOctober 12, 2022
Planning Four Things That Should be On Every CEO’s Mind Right Now The beginning of a new year symbolizes a fresh start. Nearly everyone sets at least…Helen LinJanuary 26, 2022
PlanningRevOps Pipeline Optimization: The Secret to a Perfected Annual Pipeline Plan With the third quarter of the year well under way, annual planning and budgeting for…Helen LinAugust 24, 2021
PlanningRevOps Hiring and Pipeline Planning: From Back-of-the Envelope to Mathematical Programming Depending on your fiscal year, you either recently or are now actively reviewing how sales…Helen LinApril 21, 2021
PlanningRevOps 100-Day Plan: a Data-Informed Revenue Strategy While 100-day plans address all operational areas of a new portfolio company, improving revenue growth…Helen LinFebruary 22, 2021