Resource Center

CAC payback period

What is CAC payback period? CAC payback period measures how long it takes to recover…

sales funnel conversion rates

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

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

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…