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Financial waterfall bundle template

Projected revenue

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

Day sales outstanding

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

Cost of revenue

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

Accrued (or unbilled) revenue

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

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.

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…

SaaS accounting guide: best practices & principles

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

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…

Sales conversion rate

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

Free cash flow

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

Days payable outstanding

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

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.