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分析报告
5个步骤确保准备好将财务和销售计划与xP&A整合
阅读高德纳的报告
Gartner® guidance: Preparing to use xP&A and pull together financial and sales planning\n
Finance and sales leaders have a vested interest in rethinking and transforming how sales and revenue planning works today. Pivoting away from a manual, disconnected, and error-prone process to an agile, intelligent, and connected process is the shortest path to driving predictable and profitable growth. When businesses conduct sales planning effectively, alignment, collaboration, and trust across GTM and operations, teams improve.
\nTo help bridge gaps between FP&A, sales, and other operational teams through xP&A, Gartner lays out five steps to ensure that businesses are ready to integrate finance and sales planning. The steps help enable planners to anticipate and respond faster to changing business conditions. Operations leaders can’t force proper planning and collaboration or make xP&A successful by themselves. Working with finance and sales leaders ensures that the organization is ready to take the necessary steps to achieve success.
\nRead these research-based recommendations from Gartner to discover ways you can improve your planning and organizational alignment across finance and sales.
\nGartner Quick Answer: 5 Steps to Ensure Readiness for Integrating Financial and Sales Planning with xP&A, Robert Anderson and Melissa Hilbertz, January 24, 2022.
\n\nGARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and is used herein with permission. All rights reserved.
\n\n"}}" id="text-75f1cda1ec" class="cmp-text">Gartner®指导:准备使用xP&A，并将财务和销售计划结合起来
如今，财务和销售主管在重新思考和改变销售和收入计划的工作方式方面具有既得利益。从手动的、断开连接的、容易出错的流程转向敏捷的、智能的、连接的流程是推动可预测的、可盈利的增长的最短路径。当企业在GTM和运营中有效地进行销售计划、协调、协作和信任时，团队就会得到改善。
为了通过xP&A来帮助弥合FP&A、销售和其他运营团队之间的差距，Gartner列出了五个步骤，以确保企业准备好整合财务和销售计划。这些步骤有助于规划人员更快地预测和响应不断变化的业务条件。作业负责人不能强制进行适当的计划和协作，也不能单凭自己的力量使xP&A取得成功。与财务和销售主管合作，确保组织准备好采取必要的步骤，以实现成功。
阅读这些来自Gartner的基于研究的建议，你可以发现如何改善财务和销售方面的计划和组织协调。