Sales and marketing
Bring your own numbers.
Finance hands you a number you think is wrong. Your agent builds the model with you, from the same data finance uses.
The problem
Why the number never feels like yours.
Finance asks, you guess
The plan needs your assumptions by Thursday, so you fill in a form with numbers you don't quite believe.
You ask, then you wait
Testing an idea means filing a request with FP&A. By the time the model comes back, the meeting has happened.
Your numbers and theirs
Your CRM says one thing, the plan says another, and the first twenty minutes go on whose number is right.
Your agent
What you'd test before you agree to a number.
It works from your CRM and finance's plan.
Your agent
An example
What changes
What changes when the model is yours.
Today
- Your share of the plan arrives as a cell in someone's spreadsheet.
- You argue from instinct, against a model you can't see.
With Quro
- You own your branch of the plan and can see all of it.
- You bring the model with you to the meeting.
- Test the idea while you're still talking about it.
One plan
Your branch of the plan, and everything it touches.
When your number moves, your agent takes it to FP&A with the model behind it. Once it's approved, every team sees it.
The target
Finance leaders
The plan, kept in step
FP&A
New business
You and your agent
Headcount and costs
Operations
Nothing is decided without the person who owns it.