Conference Presentation

FinancialForce Case Study: Powerful Forecasting at Your Fingertips

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Learn how Phase2 is using FinancialForce PSA forecasting to create and run a predictable business. During this session, we will:

  • Discuss the basics of backlog, and what elements of your forecast it drives
  • What are the best practices for including Sales Pipeline in your services forecast
  • Learn how delivery curves make your forecast more accurate further out by accurately forecasting every services dollar in your CRM & PSA

Presented By:

Austin Rohr

Global Evangelist, PSA, FinancialForce

Publish Date: October 17, 2018

TSIA is well worth the investment. This is the one place where you can come and get a fusion of ideas that you can then marry up to the goals and objectives of your organization and boil that down into several actionable plans that you can implement over the next 6 months to a year.

Peg Rodarmel, SVP, Subscription Services, Infor

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