Published: 11 March 2019
Analyst(s): Finance Research Team
Interest in rolling forecasting is high although implementation has been challenging for many companies. FP&A leaders should avoid these five mistakes while implementing a rolling forecast in their organizations.
Mistake 1: Not Determining Upfront How Rolling Forecast Information Will Be Used
Mistake 2: Reluctance to Abandon Legacy Forecasting Practices
Mistake 3: Inadequate Integration With the Broader Financial Planning Process
Mistake 4: Failure to Recognize Rolling Forecast Implementation as More Than a Finance Process Change
Mistake 5: Underestimating the Impact of Annual Budget-Based Targets on Rolling Forecast Utilization
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