xFP&A Blog

Browse featured stories and the latest posts on a variety of extended financial planning and analysis topics.

CRM

2 min read

Sales Forecast from CRM Pipeline for Acumatica

Nils R.: Apr 16, 2023

What is a Sales Forecast from CRM Pipeline ? A Sales Forecast that leverages data from a company's CRM pipeline and sales history is a valuable...

Reporting Forecasting Budgeting CRM ERP Dashboards Financial Reporting Template Library

3 min read

Business Intelligence (BI) Applications & Tools for Banks

dhavey: Feb 24, 2017

TargetTech defines BI as a technology-driven process for analyzing data and presenting actionable information to help corporate executives, business...

Reporting Consolidation Budgeting CRM FP&A KPIs ERP Data warehouse Dashboards Industry Financial Reporting Compare FP&A

4 min read

Budgeting Tools for Banks

dhavey: Feb 10, 2017

Reporting Consolidation Budgeting CRM FP&A KPIs Data warehouse Dashboards Industry Financial Reporting Compare FP&A

5 min read

Data Warehouse vs. OLAP Cube

Solver: Apr 28, 2014

CRM FP&A ERP Data warehouse