Headcount Planning Without the Headaches

*About This Video* In this webinar, Taylor Joseph, Senior Product Marketing Manager at Cube, explores the complexities of headcount planning. An expense that often makes up to 70% of a company's total operating expenses. This session dives into the common headaches finance teams face, such as manual data reconciliation and version control issues, and demonstrates how to overcome them using a centralized source of truth. You will see a live demonstration of how Cube simplifies workforce planning, from adding new hires to modeling complex merit increases based on real-time revenue thresholds. The webinar also highlights how collaborative workflows and AI-powered insights can help finance teams move faster and plan more strategically. *Key Takeaways:* *The Weight of Personnel Expenses:* Headcount typically represents the largest portion of OpEx, making accurate and quick planning essential for strategic goals. *Overcoming Data Silos:* Cube eliminates manual entry by syncing data from payroll systems (HRIS), ERPs, and spreadsheets into one central repository. *Instant Scenario Modeling:* Teams can run "what-if" analyses in seconds, such as delaying start dates or adjusting hiring plans based on cash-on-hand. *Driver-Based Merit Increases:* Learn how to use live revenue data to trigger automatic merit increase assumptions across an entire organization. *AI-Powered Strategic Value:* Discover how the AI Analyst can instantly answer complex questions like "revenue per FTE" or whether a budget can accommodate new sales reps. *Collaborative Workflows:* Systematize the budgeting cycle by assigning specific tasks to department heads while maintaining strict data security. --- *Timestamps:* *0:00* - Introduction and Welcome. *1:54* - Why headcount is the hardest expense to plan for *2:45* - Challenges: Manual data entry and system disconnects. *4:57* - Defining "Greatness" in personnel planning. *7:50* - Demo: Adding new hires to a workforce planning template. *11:11* - Syncing spreadsheet data back to the Cube Cloud. *12:32* - Adjusting plans for cash flow: Delaying hire start dates. *15:30* - Modeling merit increases triggered by revenue thresholds. *20:06* - Streamlining collaboration with Cube Workflows. *22:42* - Creating "what-if" scenarios via Merge and Duplicate. *24:35* - Using AI to glean strategic headcount insights. *29:31* - Q&A: Splitting employees across product lines and data security. --- Cube is the financial intelligence platform that lives where your team already works. AI-powered planning, reporting, and intelligence from a single source of truth across every tool in your workflow. Learn more at cubesoftware.com. #HeadcountPlanning #FPandA #FinanceStrategy #WorkforcePlanning #BudgetSeason #FinanceAutomation #CubeSoftware #AIFinance #StrategicPlanning