How Right90 works with Financial Planning

For every CEO and CFO, the sales forecast is a key input into the corporate financial planning process, as well as the guidance they provide to shareholders and employees. Organizations that provide credible and accurate guidance are rewarded by Wall Street, while companies prone to poor forecasting, financial surprises and missed guidance are severely punished. The key way to provide credible financial guidance is to get a trusted, actionable forecast. Since the sales forecast is so critical to financial planning, Right90 provides multiple flexible options for integrating the two systems.

Trusted sales forecast data from Right90 drives a flexible reliable financial planning process at our customers, providing executives with more confidence in communicating with shareholders, employees and the markets, thereby enabling them to reduce shareholder surprises, increase forecast accuracy and provide stronger financial results. For example, a semiconductor manufacturer integrated the trusted forecast from Right90 into Hyperion, foresaw the 2008 recession, and re-planned their business to survive the downturn without lay-offs or investor surprises.

The integration shown above brings customer, product, forecast quantity, price, revenue and any other custom data (like market segment) from Right90 to the financial planning system, so that financial analysts can utilize a complete trusted forecast as a primary input to their strategic planning scenarios. The top level financial plan can also be imported back into Right90, so that CFOs, VP of Sales and CEOs get an early warning alert when changes in the sales forecast reveal a direct impact on the company's ability to achieve its quarterly targets. Tying the forecast to the financial plan is critical to ensuring financial guidance is correctly informed by the activities of the sales organization.

For more detail on exactly how these integration options work, please see detailed descriptions:

• Right90 APIs™
• Right90 Integration Foundation™

Our industry-leading services team or systems integration partners will guide you in achieving a trusted actionable forecast that leverages your CRM data, ensuring a successful deployment of the appropriate integration option for your organization.