Any planning process often follows the same routine for finance teams—aggregating and manipulating data, spending hours on spreadsheets, and adjusting formulas and models to meet stakeholder needs. That work becomes even more demanding when you add cohort waterfalls into the…
Forecast how bookings convert into GAAP revenue with this best-practice framework, so you can spend…
Projected revenue is an essential financial planning tool that estimates future income based on historical…
Days sales outstanding (DSO) is a crucial financial metric that measures the average time it…
The cost of revenue includes all expenses tied to delivering a product or service.
Accrued revenue, also known as unbilled income, is the revenue a company earns but hasn't…
SaaS financial models can be uniquely complex—largely due to the intricacies of recurring revenue. Templates…
Download this free ARR snowball model template to get a head start on top-line planning.
Financial models can sometimes feel like a house of cards—built on a delicate balance of…
Accounting teams have long been seen as back-office scorekeepers—focused on closing the books, checking compliance…
Revenue forecasting projects future top-line growth based on driver-based models and assumptions tailored to your…
Sales conversion rate—also called deal conversion rate—is the percentage of opportunities that result in closed-won…
Free cash flow (FCF) represents the cash a company generates after accounting for operating expenses…
Days payable outstanding (DPO) is a metric that tracks the average number of days a…
In strategic finance, you’re constantly balancing two priorities: clearly presenting past performance and forecasting what’s…