This guide outlines a five-step approach to connected business planning so companies can create live, collaborative budgets and forecasts. It begins with building a unified model using integrated financial, sales and operational data, then moves to cross-functional collaboration where business partners refine assumptions. A consolidated review identifies trends before scenario planning, headcount modeling and 3-way forecasting test resilience. Finally, outputs flow into financial statements for approval, rolling updates and ongoing analysis. The guide shows how modern planning tools improve accuracy, alignment and agility.

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