Data to Dashboards to Decisions: How The Lead Group Bridged the Last Mile

 

Description

For top-performing companies, financial performance management isn’t just about crunching numbers; it’s about getting the right insights to the right people so they can act quickly and confidently. The Lead Group, a performance-based online marketing company, took that thinking even further to close the last-mile gap between data and decisions. In this session, The Lead Group, along with Bakerfield Solutions, explains how it uses Planful to transform raw data into clear, actionable, KPI-driven insights that drive strategic decision-making. You’ll also learn how to identify the right metrics and evaluation frequencies, tips for creating a scalable, self-sufficient finance function, and how dashboards can provide fresh perspectives on budgeting and spending decisions—all without spreadsheets!

About the speakers

Benjamin Thomas

Controller The Lead Group

Paul Boerema

Implementation Consultant Bakerfield Solutions

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