Financial tools

2025 financial planning blueprint

Download this blueprint and complete guide to nailing the 2025 annual planning process.

Sales capacity planning and modeling guide–with template

The most strategic finance teams build models with collaboration in mind. But that can be…

How to create a SaaS revenue waterfall model with cohorts

Any planning process often follows the same routine for finance teams—aggregating and manipulating data, spending…

Bookings to revenue waterfall template

Forecast how bookings convert into GAAP revenue with this best-practice framework, so you can spend…

Financial waterfall bundle template

The dangers of one-size-fits-all SaaS financial models

SaaS financial models can be uniquely complex—largely due to the intricacies of recurring revenue. Templates…

ARR snowball model for top-line planning

Download this free ARR snowball model template to get a head start on top-line planning.

Financial waterfall chart guide: how to build and use waterfall charts and models

In strategic finance, you’re constantly balancing two priorities: clearly presenting past performance and forecasting what’s…

Sales capacity model for top-line planning

Download our template to build a sales capacity model.

SaaS metrics cheat sheeet

Download our new cheat sheet for for critical SaaS metrics.

Board deck template

Make your next board meeting smoother and more impactful with our board deck template—packed with…

Professional services metrics cheat sheet

Use this cheat sheet to quickly find definitions, calculation formulas, and expert tips for the…

2025 B2B SaaS benchmarks report

Download the 2025 B2B SaaS benchmarks report to see how your financial and operational metrics…

P&L + headcount model

Download the P&L + headcount model template for your financial planning.

SaaS financial model template

This B2B SaaS financial model template provides a solid starting point and the flexibility to…