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Financial Waterfall Template Bundle

Financial waterfall bundle template

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Financial metrics graphic featuring

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 and forecasting - AI-Modeling-Lobby-Image-1.png

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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Free cash flow

Free cash flow (FCF) represents the cash a company generates after accounting for operating expenses…

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Days payable outstanding

Days payable outstanding (DPO) is a metric that tracks the average number of days a…

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Financial waterfall chart guide: how to build and use waterfall charts and models - Watefall-Guide-lobby-image.png

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…

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Sales Capacity Model for Top-Line Planning

Sales capacity model for top-line planning

Download our template to build a sales capacity model.

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The Bradford Factor: What It Is And How To Calculate It

The Bradford Factor explained: What it is and how to calculate

Learn how to use the Bradford Factor as a tool to assess the impact of…

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