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In a rapidly changing business environment, companies turn to financial planning and analysis (FP&A) reports for a holistic understanding of business conditions and performance. For FP&A teams to be most effective, they need powerful, easy-to-use tools that help them quickly analyze data, create financial reports
In this article we cover how to automate the data load for Hubspot into a data warehouse optimized for analytics options with Power BI or designing dynamically updating reports in Excel. The approach that we are covering here is based on an enterprise grade data warehouse using Acterys which utilizes Microsoft’s (Azure) SQL Server in the cloud or on premise.
Corporate financial planning and analysis (FP&A) involves more than budgets, forecasts and spreadsheets. FP&A solutions deliver key insights into business performance and financial health that drive strategic decisions and set companies on the path to growth. Unfortunately, too many companies are slow to detect or
Financial Planning and Analytics (FP&A) teams are a pivotal driving force behind a business’ ability to stay ahead of the curve and understand how they need to adjust and adapt to stay agile moving forward. As a result, the use of technology and the latest tools have become intrinsic to many of these teams. Microsoft’s Power BI platform, a relatively new contender has quickly become one of the market leading platforms
The end of the year is often thought of as a time for celebration. But for finance teams, it’s also one of the busiest times of the year, and inefficient planning processes can lead to high levels of stress. Reviewing a business’s performance and financial