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CAC Payback Period Explained (Formula + Tips)

CAC payback period

What is CAC payback period? CAC payback period measures how long it takes to recover the money spent on acquiring a customer. It’s a key metric for understanding how efficiently your company turns investment into revenue—and how quickly you can…

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Sales Funnel Conversion Rates: 5 Metrics to Know

sales funnel conversion rates

What is a sales funnel conversion rate? Sales funnel conversion rate measures the percentage of…

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Sales Capacity Planning: How to Model Sales Capacity

Sales capacity planning and modeling guide–with template

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

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saas-revenue-waterfall-model, business-professionals-discussing-strategies

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…

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Bookings to Revenue Waterfall Template

Bookings to revenue waterfall template

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

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Financial Waterfall Template Bundle

Financial waterfall bundle template

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Projected revenue

Projected revenue is an essential financial planning tool that estimates future income based on historical…

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Day sales outstanding

Days sales outstanding (DSO) is a crucial financial metric that measures the average time it…

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Cost of revenue

The cost of revenue includes all expenses tied to delivering a product or service.

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Accrued (or unbilled) revenue

Accrued revenue, also known as unbilled income, is the revenue a company earns but hasn't…

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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…

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ARR Snowball Model for Top-Line Planning

ARR snowball model for top-line planning

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

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A Guide to Using AI for Financial Modeling & Forecasting

A guide to using AI for financial modeling and forecasting

Financial models can sometimes feel like a house of cards—built on a delicate balance of…

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Best Practice Guide to SaaS Accounting in 2025

SaaS accounting guide: best practices & principles

Accounting teams have long been seen as back-office scorekeepers—focused on closing the books, checking compliance…

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Revenue Forecasting Guide: 4 Top Line Forecasting Models

Revenue Forecasting Guide: 4 Top Line Forecasting Models

Revenue forecasting projects future top-line growth based on driver-based models and assumptions tailored to your…

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Sales conversion rate

Sales conversion rate—also called deal conversion rate—is the percentage of opportunities that result in closed-won…

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