Carlson Thought Leadership in Finance & Technology

4 Ways Rolling Forecasts Can Help Your Business Succeed

March 15, 2018 / by Dave Phillips

At Carlson Management Consulting, one of best practice mindsets that we instill with our clients is that your plans should always be up to date. According to a study by our partner Adaptive Insights, the leading Business Planning Cloud solution, 64% of annual forecasts are obsolete after 4 to 6 months. In our experience with new clients, we have found that most of their forecasts are already out of date by the time they are approved. If this is an issue with your company, there is an easy way to achieve the goal of accurate forecasts. The solution is[...]

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Adaptive Insights as a Central Hub for Financial Decision-Making

May 31, 2016 / by Ethan Carlson

At the recent 2016 Adaptive Live user conference, I had the opportunity to present a session along with a panel of our customers about the benefits of making Adaptive Insights the central hub of decision-making.  Many organizations fail to fully utilize the breadth of capability within Adaptive for making solid business decisions by limiting the scope of data from which they work.  Part of the reason for this is the mindset among some finance professionals that they should be concerned only with financial data.  Another reason is that importing data[...]

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Per Unit Planning: A Key Financial Planning and Analysis Exercise

February 22, 2016 / by Jotham Lane
A financial plan with at minimum a balance sheet, income statement and cash flow forecast is critical to managing and guiding a business.  In order for the plan to be relevant, it needs to offer up clear information that stakeholders in the organization can act upon.  A good financial plan also forms the foundation from which additional models and analyses can be developed in order to manage performance along business lines and departments.

Per unit planning is a key exercise that can help businesses formulate a realistic sales plan

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Is it Time to Optimize Your Adaptive Insights System?

November 24, 2015 / by Dave Phillips

Has the year-end budget cycle exposed shortcomings in your Adaptive Insights model?  Has your organization evolved since your initial implementation?  Are there additional sheets, reports, or metrics you’d like to incorporate? Are you making the most of all of the new features Adaptive Insights has released?

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A Halloween Tale: Healthwise Escapes Spreadsheet Hell

October 30, 2015 / by Dave Phillips

“Thanks to Adaptive and Carlson, we no longer have the Annual Budget Model from Nightmare on Excel Street!” stated a euphoric Kelly Richmond, Budget Manager and Financial Analyst from Healthwise, Incorporated, a global non-profit organization dedicated to helping people make better health decisions.

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Is There Still a Role for Spreadsheets in Finance?

October 30, 2015 / by Jotham Lane

Let’s face it - spreadsheets will have a role and offer value to finance to some extent for the foreseeable future. As a “spreadsheet jockey” myself, I use them primarily for ad hoc analysis and reporting. One of the questions that needs to be asked though is, does your FP&A team spend 80% of their time getting data into reports and tying them out for analysis and only 20% of the time actually analyzing the data? Or, do they spend 20% preparing reports and 80% on analysis. If it's the former, which is actually quite common, then you should seriously[...]

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