Bridging the Gap Between Financial Performance & Operational Decision Making

Too often we underestimate the power that one decision can make. In today's business landscape, one decision can be the difference between incredible profits, or disastrous loss. Operational teams require real time insight to validate gut instinct and tough choices. When we are operating in the rear view mirror, the opportunity window can pass by too quickly, and operations can be left dreading the financial impact of their decisions.

As market volatility rises, so to does the speed at which we are required to better plan and forecast. Consolidating data from line of business applications in HR, Payroll, Accounting, CRM's, ERP's, Project Management, Excel, etc., to drive decision optimization can be an overwrought exercise. In a bear market, efficient and effective planning can be the difference between life and death.

Join ActionKPI on Wednesday, October 21st, as we show how Modern Finance can bridge the gap between Financial Performance and Operational Decision Making. Learn how to:

1) Steer business performance with increased agility and timely profitable insight.
2) Easily identify key levers of profitability and performance.
3) Increase decision optimization through real time forecasting.
4) Test multiple business scenarios and immediately see the financial impact of alternative course of action.
5) Build a foundation of greater collaboration and transparency between finance and operations.


Don’t wait, get started today.

Book a complimentary 1 on 1 with a modern finance professional.

Before real change can happen, you have to ask

"Is there a
better way?"

About ActionKPI

ActionKPI is a Performance Management Company specialized in Modern Finance, Integrated Planning, and Data Sciences. Our team of Profitability Architects (CMA’s / CPA’s) adds more speed, agility, foresight, and collaboration to the planning process for the enterprises we serve. We have taken our passion, and mastery of finance, and flipped the model for the modern financial professional on its head. We realized that as financial professionals ourselves, nobody entered this arena to toil away on procuring data, building systems, and entrenching processes alone. Analysis of business, strategy, and ultimately Action, is what drives real change. The other things… critical means to a prized end. So, we always ask, “Is there a better way, and can it be easier?”

How We Can Help

Integrated Planning for the Modern Finance Professional


Finance teams can’t be agile with a manual, error-prone, and fragmented financial planning and analysis (FP&A) process. In order to take Action in real time, you need the ability to synthesize information from all data sources, deliver insights, and turn Insight into integrated plans faster than ever.

Corporate Planning, Budgeting and Forecasting

Operational Planning

Strategic Planning


Reduce cost, increase efficiency, and improve margins…easier said than done with manual tools and siloed business processes. A single source of truth is vital for accurate planning. Easy-to-use data visualization, flexible plans that adapt to market demands, and fast what-if scenario assessments are crucial.

Supply Chain Planning

S&OP Planning

Capacity & Inventory


Marketing teams can be fragmented and disconnected from sales. This can lead to misalignment with overall marketing goals and misallocated spend on the wrong elements of the marketing mix. Unite silos with one source of truth. Build dynamic plans, with deep insight, that align to both marketing and organizational objectives.

Promotion Planning

Revenue Planning

Profitability Analysis

Human Resources

Workforce planning in spreadsheets is time-consuming and constraining. It’s often necessary to implement changes and make updates to plans across multiple worksheets, which can be complicated and have a high risk of error. Align HR, Finance, and Operations from a central repository of information. Link departmental needs with organizational objectives.

Workforce Planning

Workforce Optimization

Salary and Compensation Planning


A misalignment between finance, marketing, and sales leads to investment in the wrong initiatives and missed opportunities. Integrate your teams to create a 360° view of your data. Make better decisions about territory planning and quota assignments. Identify resource gaps quickly so that you can connect sales-capacity needs with HR recruiting.


Quato Planning

GTM & Strategy