Gartner Research

Three Best Practices for Integrating Financial and Sales Planning

Published: 27 October 2015

ID: G00291767

Analyst(s): Christopher Iervolino, Theodore Travis


To improve business planning accuracy, go-to-market execution and operational efficiencies, finance planning application and IT leaders in leading organizations have started integrating financial and sales plans, resulting in better plan coordination and more-unified models.

Table Of Contents
  • Key Challenges



  • Define Plan Intersection Points
  • Evaluate Solution Platform and Data Integration Capabilities
  • Implement an Agile Planning Program to Expand the Availability of Information Between Finance and Sales

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