Meet Don Simpson, part of our Financial Planning & Analysis team at DaySmart! 📊 With 11 years at the company, Don develops data models and dashboards to support our leadership and finance teams. Outside of work, he’s an avid downhill skier and enjoys coaching his daughter’s soccer team! 🎿⚽
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In our upcoming white paper, we’ll break down how a retailer's inventory position directly impacts valuation. Expect real data, compelling case studies, and actionable insights you can use to strengthen your brand’s fundraising strategy. Stay tuned to learn how smarter inventory management can enhance your brand’s value.
A lot has been written about how a brand's revenue growth impacts its valuation, but the role inventory position plays is still opaque. At Flagship, we are working on a white paper that dives into the real impact inventory has on a brand's fundraising valuation. We'll be covering everything from hard data to case studies, along with actionable insights that brands can leverage to strengthen their positions. If you’re a consumer investor, banker, founder, or CFO and would like to weigh in, shoot us a message 💬
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Interesting to see what other SaaS companies are focusing on for 2025! What are the 3 metrics you’re not keeping out of your sight?
As we close out Q4 and look ahead to 2025 (can you believe how fast time flies?), we spoke with 8 finance leaders to uncover their top three KPIs for the upcoming year📊 Here are the standout priorities: • Net revenue retention: A crucial metric for gauging customer loyalty and growth potential. • Profitability metrics: Focus on EBITDA and Gross Margin to ensure scalable, sustainable growth. • Sales pipeline development: These metrics provide critical insights for shaping effective revenue strategies. A BIG thank you to our experts for contrubuting with your insights💡 Filip Tottie, CFO, Scrive Bård Bognøy, CFO, Ardoq Nora Tandberg, CFO, Papirfly Olli Saksa, CFO, Sievo Fredrik Eeg, CFO, CatalystOne Solutions Joost Vanhecke, CFO, Teamleader Tomas Smogner, VP Finance, Funnel Remco Verheij, CFO, Newzoo Dive into the full article for a deeper look into their top KPI's for 2025: https://lnkd.in/d6iPWGf8
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We had an all-hands call yesterday to kick off Q4 strong. Why is this important? It was a space to align on our year-end strategy and ensure we’re all set to close the year on a high note. Now is the time to focus on setting clear financial priorities—whether it's managing cash flow, refining budgets, or reassessing investments. With a unified team effort, we’re ready to drive success through the final quarter. Let's finish 2024 stronger than ever! #Q4kickoff #financialplanning #allhandsmeeting
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I’ve always been deeply invested in the numbers that drive our business. For a long time, we focused on what had happened – analysing past data and reporting on outcomes. But this year, I made a deliberate shift towards forecasting. At first, it felt like a daunting, almost “finger-in-the-air” exercise. It was a challenging process, no doubt – every line on our P&L now has a forecast alongside the actuals. Every lead is tracked in our growth tracker, feeding back into our forecasts in real-time. The results have been incredible. Last quarter was our best on record, and we’re now forecasting to achieve 112% of our budget. 🚀 Beyond the numbers, the biggest benefit has been the process itself. By delving into the hard stuff, I’ve gained invaluable insights into the very fabric of our business. It’s been a game-changer for me and for us. Would love to hear from anyone else who’s taken the leap from reporting to forecasting – how has it changed your perspective? 📈
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📊 Excited to share my financial modeling project on the Boston Beer Company! 🍻 Despite focusing more on the learning process than absolute accuracy, I've put together a three-statement model forecasting key financial metrics over the next five years. From revenue projections to operating income and net income forecasts, this project has been an incredible learning experience. Check out the PDF attached for a detailed look. I'm open to feedback and eager to continue refining my skills in financial modeling! #FinancialModeling #BostonBeerCompany #LearningJourney 📈
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Struggling to plan an effective quarterly business review? It’s easy to get bogged down discussing vanity metrics rather than discussing actionable insights for the upcoming quarter. 📊 That’s why the first step towards a QBR is effective planning. ✍️ Richard De Veer, Director of Revenue Operations, Corporate Solutions at Just Eat Takeaway.com, walks us through his process for planning a truly impactful QBR. 👉 Read the full article: https://lnkd.in/eAw-gzG9 #QuarterlyBusinessReview #RevenueOperations #RevenueStrategy
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Relax, Refresh, Refocus and Take Control This School Year! Start the new year stress-free with smarter budgeting tools: ✅ Real-time insights to track spending at a glance. ✅ Overspend safeguards with custom approval layers. ✅ Effortless delegation for streamlined workflows. ✅ Dashboards that give you the full picture—anytime. Alii helps you focus on what truly matters, so you're always ahead of the game. Let’s make this your best school year yet! https://lnkd.in/g2nd6jEQ
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Big news! My book Financial Literacy for All—a #1 bestseller in business finance since April—is now available at 2,000 Walmart stores nationwide! Huge thanks to Walmart CEO Doug McMillon for writing the foreword and believing in this mission. We’ve proven that financial literacy is not just important—it’s marketable and life-changing. I don’t ask for handouts, just hand-ups. Like James Brown said, “Open the door, I’ll get it myself.” Now it’s your turn—grab a copy for yourself or someone you care about. Whether you're starting fresh in the new year, getting married, building a family, or simply resetting your life, Financial Literacy for All is your guide. Call your local Walmart, speak to a manager, and make sure it’s on their shelves. Or check my Linktree bio for store locations. Let’s kick off 2025 strong! Big things are coming this year, but for now, start with Financial Literacy for All. Let’s show up, show out, and change lives. Follow me @OperationHope, tune into my podcast Money and Wealth weekly on iHeart, and let’s keep making an impact together. Love and light, John Hope Bryant #FinancialLiteracyForAll #NewYearNewYou #Bestseller #OperationHope #MoneyAndWealth
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Throwing it back to when my article on Key Performance Indicators in Business was published in the e-volve department magazine. it was a great opportunity to delve into how KPIs drive business success. Grateful for the chance to contribute and share my insights with the community. #Throwback #KPIs #BusinessAnalysis #Publishing #Business
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Of the 857 pains associated with budget season, this one has to be the most chronic… Lack of Stakeholder Engagement and Collaboration It starts with a dull ache as you create Excel templates, worsens with copy-pasting into Google Sheets, and peaks with sharing across 15 departments and 20 budget holders. The real agony begins with the barrage of questions via Slack, email, and Google Sheets. By 9am Tuesday, you’ve answered 46 questions on three platforms without even receiving any inputs—just about the template! But hey, it’s understandable. Not every stakeholder is comfortable in spreadsheets. It’s not their area of expertise and they worry about breaking your model. Budget Season is your Super Bowl, but stakeholders don’t just need you to be the star quarterback. You also have to be the coach (and sometimes referee). The human aspect makes budget season hard to manage. There must be an easier way to gather inputs, communicate, and collaborate. This way, you can get through budget season with time to challenge data and make strategic decisions. Would you agree? P.S. This is 2 of 6 posts I’m sharing this week that answer the question: what makes budgeting so painful? Stay tuned to the end for best practices that make all the difference!
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