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What is a 2-10 Rolling Forecast and How It Can Transform Your Financial Planning

2-10 Rolling Forecast

The best way to keep your financial plans updated throughout the year is to plan a year ahead and make sure that you don’t go overboard.   Except it’s not.   What happens when something unforeseen occurs? If you’re running the business finances you’ve probably witnessed more than once how one tiny change in the […]

3-9 Forecast: A Balanced Approach to Financial Planning

3-9 Forecast

Every good forecasting model takes 2 aspects into concern – current results, and the results you’re going for, like in the 3-9 forecast. Take any of the two from the equation, you might end up in a very different place from what you were hoping for. And that isn’t always a positive thing.   Precisely […]

Budgeting vs Forecasting: When to Use Each

Budgeting and forecasting are often mentioned in the same breath – but they’re not the same thing. While both are essential tools for financial planning, they serve very different purposes.  Budgets set targets, but forecasts tell you if you’ll actually hit them.   In this blog, we’ll break down the key differences between these two […]

What Is Short-Term Forecasting and When To Use It

When it comes to forecasting, businesses can be divided into three groups: those that prefer short-term forecasting, those that focus on mid-term forecasting, and those that primarily plan for the long term. And no — we can’t say that one is better than the other.   Read Rolling Forecast – 101 Guide For Smarter Planning […]

How Top FP&A Teams Use Rolling Forecasts to Stay Ahead

A financial model that moves forward one month at a time. More agile. Significantly better than traditional budgeting. Improves operational performance. Grows profitability. All of these describe a rolling forecast. But how does it function? Why does it matter? And most importantly – does it work? This guide will take you through the world of […]

Mastering Inventory Replenishment: A Data-Driven Plan to Optimize Stock Levels

Getting inventory replenishment right is key to happy customers and a healthy bottom line. This guide breaks down the essentials, from understanding key terms like Stock Out and Stock In, to creating a data-driven plan that keeps your shelves stocked and your costs down. Through practical steps and real-world examples, learn how to tackle common challenges and set up a replenishment plan that works best for your business.

What Is Monte Carlo Analysis and How Does It Work

monte carlo analysis

What is a Monte Carlo Analysis? Monte Carlo analysis is a mathematical technique that uses random simulations to analyze the behavior of a system or model. Finance professionals use Monte Carlo analysis to evaluate the potential risks and rewards of a financial decision or investment. They do this by generating a range of possible outcomes and […]

[CASE STUDY] In-depth Plan Profitability Calculations for Violeta

Excel is probably the most commonly used tool in companies and offices globally. Initially imagined as a productivity tool, Excel outgrew its original purpose and became much more: a personal notebook and planner, calculator, budgeting tool, project management tool, CRM, database tool, etc.  In the finance world, Excel is still a must, but companies using […]

What-if Analysis in Sales Planning [How-to + Spreadsheet Template Download]

what if analysis

What-if analysis in sales planning helps businesses explore scenarios and their potential outcomes. By assessing market changes or pricing adjustments, it enables data-driven decisions to improve your sales strategy. Below, you will learn how to implement what-if analysis effectively. What Is a What-if Analysis? What-if analysis is one of the most common practices in FP&A […]