Are You and Your CFO Speaking the Same Language?

Are you speaking - and more importantly, planning with - the same language as your CFO?

Whether it’s the annual budget or a quarterly re-forecast, how much does your planning incorporate changes in:

- Pipeline data?

- Marketing-sourced data?

- Customer health or satisfaction?

These are precisely the kind of metrics that the Corporate Finance Institute (CFI) highlights in their endorsement of driver-based FP&A for:

- More accurate forecasting

- Faster decision-making

- Better resource allocation

- Increased agility

- Stronger cross-department alignment

I’m not saying every meeting with your CFO should be a QBR, rhyming off minutia revenue metrics (in fact, I’m saying not even your QBRs should be rhyming off minutia revenue metrics!).

That’s what dashboards are for. So neither your CFO nor your sales team spend valuable time together reading numbers off a table. Instead, using that valuable time:

- Looking at variances and outliers

- Assessing the impact of changes in core drivers

- Sharing your analyses and predictions

- Seeing what’s needed to stay on targets, and more…

That’s what we had in mind when we built here at Una. FP&A software that combines your financial and revenue drivers so you’re speaking one language with your CFO.

Una lingua, as it were.