This video explores a Smartsheet solution design that uses integration between Smartsheet and a financial platform for forecasting expenditures. By watching this video, you will learn how Smartsheet and integration can support your budgeting and forecasting work management processes and identify integration areas to better connect teams and systems.

In the video you will find:
00:00 - Use Case Defined: What is Financial Performance Forecasting
00:49 - Common Collaborators involved in this work management process
02:49 - Five recommendations to drive more efficient, sustainable, and accurate forecasting practices
Implications of not leveraging a work management system - like the design in the video using Smartsheet
04:05 - Design walkthrough of a solution using Smartsheet and integration that supports tracking budget and forecasting for projects and portfolios

Read more about this in our blog here: https://www.thesoftwarex.com/post/fin...