How to Set a Disciplined Sales and Marketing Budget

Forecasting is essential for every team, and it involves tracking key performance indicators and financial metrics to measure each team's success. But many people don’t discuss best practices, especially when you begin to add headcount into the mix.

Our host Joe Michalowski welcomes Brian Weisberg, the CFO at Tidelift, back to The Role Forward podcast. While they work through departmental headcount planning, Joe and Brian also discuss the importance of understanding the business’s goals, why you need to be realistic with expectations, and why companies should invest early in a financial position.

Links Referenced in This Episode

• Dave Kellogg’s Blog
• Lauren Kelley and Tom Huntington on the R&D Magic Number

Guest-at-a-Glance

💡 Name: Brian Weisberg

💡 What he does: He's the CFO at Tidelift.

💡 Company: Tidelift

💡 Noteworthy: Brian Weisberg is an experienced finance leader who enjoys working in startup cultures. Before joining Tidelift, he held VP of Finance roles at companies like Code Climate and Anchore.

💡 Where to find Brian: LinkedIn | Twitter