A quick guide for department leads, budget owners, and anyone working with Finance in Cube
Cube makes it easy to stay aligned, plan together, and work from one source of truth. Here’s how to get the most out of it—and make life easier for your Finance team (and yourself).
1. Keep your inputs up to date
If you’ve been given access to a forecast or input sheet, you own part of the plan.
- Check your Cube input tab regularly.
- Update values when hiring timelines shift or vendor costs change.
- Don’t wait for Finance to follow up—own your part of the plan.
2. Use Cube in Slack or Teams to get fast answers
Get quick answers without requesting a formal report from finance.
- Ask Cube for live insights in Slack or Teams. Try questions like:
- What’s our current budget variance for a given account or department?
- Show headcount actuals vs. forecast for Sales.
- Use it to prep for meetings, check pacing, or troubleshoot independently.
- Pro tip: follow up with your finance team for help digging deeper.
Learn how to get started with Cube for Slack or Teams.
3. Confirm your forecast cadence with finance
Different teams update on different schedules. Make sure you know yours.
- Ask your Finance partner how often you should review your inputs.
- Set a reminder monthly, quarterly, or before key meetings.
- Make forecast reviews a team habit, not a one-time event.
Bonus Tips
- Bookmark your dashboard
- Not sure what something means? Check the Cube Glossary
- Stuck? Ask Cube in Slack or Teams, or visit the Help Center
Not seeing something you expect to see in Cube, or have questions about your data? Reach out to your Cube Admin or the colleague who invited you to Cube to review your permissions or answer questions.