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Workflow Automation

Read more about the article Automated Revenue Forecast

Automated Revenue Forecast

  • Post category:Financial Modelling/Data Analytics

A software-as-a-service (SaaS) provider had different payment models with its customers: monthly, quarterly or annually recurring revenue. Customers had different start dates, pricing and term durations. To produce a rolling monthly revenue forecast, the company's finance department would gather sales team inputs and then manually cut, copy and paste values…

Continue ReadingAutomated Revenue Forecast

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Acquisitions Airtable Backlog Deal Funnel Forecast Accuracy Power BI Power Query Private Equity Unified Customer Vendor Preparation Workflow Automation
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