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Master ChatGPT for FP&A with Nicolas Boucher Image
The only financial model template you'll ever need—just plug in your actuals to see projections
Master ChatGPT for FP&A with Nicolas Boucher
Join us for a live webinar as Nicolas Boucher shares the exact prompts he uses to automate data preparation, accelerate forecasting, and deliver insight-driven reports.
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Guide
8 min

The top 10 CFOs and finance pros to follow in 2025 (and why)

Discover the most important influencers and thought leaders in finance today and how they're helping to shape the future of the finance function with their expertise, insights, and practical guidance.
Kirk Kappelhoff
Director, Strategic Finance
All
Announcement
Planning
Foresight
Guide
8 min
Understand your company’s profitability at multiple levels with three important margin ratios
Learn how to do a profitability analysis at three levels with key margin ratios: gross profit, operating profit, and net profit.
Rama Krishna
Strategic Finance Advisor
Guide
13 min
GAAP vs. IFRS and the essential non-GAAP metrics every SaaS company needs
Understanding GAAP vs. IFRS for SaaS companies: key differences, limitations, and why non-GAAP metrics are essential for subscription businesses.
Mona Sharma
Senior Finance Manager
Guide
13 min
Abacum review: Use cases, pros and cons, and top alternatives
Considering Abacum for FP&A? Here’s a detailed review of the platform that explores Abacum’s strengths, weaknesses, and top alternatives like Drivetrain, Pigment, and Datarails.
Kirk Kappelhoff
Director, Strategic Finance
Monitoring
9 min
How (and why) you need to track your sales compensation plan effectiveness
Is your comp plan fueling growth or quietly eroding margin? Learn how to spot misfires, fix incentives, and track what really drives sales ROI.
Saurav Bhagat
Co-founder & Product Lead
Guide
18 min
The 10 best Datarails competitors and alternatives in 2025
Choosing Datarails? Here are 10 other tools to add to your evaluation.
Aakanksha Gupta
Product Marketing Manager
Guide
10 min
How to find hidden growth levers in any GTM strategy using the bowtie method for SaaS
Learn how to adapt the SaaS bowtie model for common go-to-market (GTM) strategies, including inbound, outbound, and account-based marketing.
Vanika Achreja
Senior Product Manager
Guide
17 min
The 10 best Planful competitors and alternatives in 2025
Choosing Planful as your FP&A tool of choice? Here are 10 tools that might be a better fit.
Aakanksha Gupta
Product Marketing Manager
Guide
13 min
How to build a bowtie data model for better revenue growth in your SaaS business
Read on to learn how to build and analyze a bowtie model for your SaaS business to track full-funnel performance, reduce churn, and drive expansion.
Vanika Achreja
Senior Product Manager
Guide
13 min
How to create a winning sales commission plan that drives performance and growth
Design a SaaS sales compensation plan that avoids the pitfalls that can impact revenue and margins
Saurav Bhagat
Co-founder & Product Lead
Planning
12 min
How to build an ideal finance tech stack that will grow with your business
Whether you’re building your first tech stack or leveling up the one you have, get the insights you need from our conversation with The SaaS CFO, Ben Murray, about the 2025 Finance & Ops SaaS Tech Stack Report.
Aakanksha Gupta
Product Marketing Manager
Monitoring
9 min
AR and AP aging reports: What they are, why they matter, and how to create them
AR and AP aging reports show upcoming cash inflows and outflows. Learn how to create these reports and use the insights for better business decisions.
Mona Sharma
Senior Finance Manager
Planning
9 min
How successful sales leaders are transforming their forecasts with win rate data
Learn how to leverage historical win rates for more accurate pipeline-based forecasts, and the impact of quantitative and qualitative factors on the outcome.
Saurav Bhagat
Co-founder & Product Lead
Planning
11 min
How successful companies improve revenue planning by more accurately forecasting new bookings
Learn to forecast new bookings more accurately for better revenue planning by validating assumptions and understanding the impact of timing and phasing of new bookings on revenue recognition.
Rama Krishna
Strategic Finance Advisor
Planning
13 min
Why smart SaaS leaders are adopting the bowtie model
The bowtie model gives you a full funnel view covering the entire customer journey in your business. Learn what is is, how it works and how you can use it to improve growth.
Vanika Achreja
Senior Product Manager
Guide
8 min
The ultimate guide to revenue recognition with usage-based pricing
Learn how usage-based subscription revenue is recognized with a step-by-step guide and ways to make this process easier for your team.
Rama Krishna
Strategic Finance Advisor
Guide
8 min
How to unlock strategic growth using customer cohort analysis
Learn everything you need to know to start harnessing the power of cohort analysis in your business today.
Kirk Kappelhoff
Director, Strategic Finance
Planning
9 min
Embracing the uncertainty: 10 scenario planning best practices for today’s strategic CFO
Discover how SaaS CFOs can use scenario planning to mitigate risk and drive growth
Aakanksha Gupta
Product Marketing Manager
Planning
7 min
The Strategic CFO: Merging technology and best practices for better financial planning
Learn the six financial planning best practices successful CFOs are using today and how AI-powered technology can improve the planning process.
Praveen Rajaretnam
Head of Product Marketing
Planning
11 min
How to factor attrition vs. turnover into your headcount planning process
While attrition and turnover can be hard to predict, we'll show you how to consider both in your workforce planning to mitigate risk and create a more strategic, optimized hiring plan
Kirk Kappelhoff
Director, Strategic Finance
8 min
10 best practices today's strategic CFO can use to improve cash flow forecasting in SaaS
This guide describes the best practices to help SaaS CFOs create more reliable cash flow forecasts that enable faster, more confident decision-making.
Vanika Achreja
Product Manager
Monitoring
9 min
How to build a better expense dashboard for deeper visibility and insight
Want to build an expense analysis dashboard that gives you exactly the information you need when you need it? This guide will show you how.
Mona Sharma
Senior Finanee Manager
Planning
7 min
CFO best practices for more strategic business budgeting
Tired of static plans and last-minute reforecasting? Learn the best practices successful finance leaders follow to plan with precision and flexibility.
Aakanksha Gupta
Product Marketing Manager
Planning
7 min
How to use revenue variance analysis for better revenue planning
Learn how revenue variance analysis can improve forecasting accuracy, identify root causes of discrepancies, and transform financial planning.
Rama Krishna
Strategic Finance Advisor
Guide
8 min
Recognizing subscription revenue: Best practices for SaaS companies
Learn about the unique challenges associated with revenue recognition in SaaS and best practices for better financial reporting and compliance.
Kirk Kappelhoff
Director, Strategic Finance
Monitoring
11 min
How to build a CFO dashboard to drive your SaaS business forward
Discover the essential metrics a CFO dashboard should include, tips for customizing it, and real-world examples to transform financial data into your strategic advantage.
Mona Sharma
Senior Finance Manager
Monitoring
10 min
How to build a financial statement analysis dashboard that delivers information and insight
Financial statement analysis dashboards are an excellent financial tracking tool. Read on to learn what to include in yours.
Aakanksha Gupta
Product Marketing Manager
Planning
10 min
Revenue planning in SaaS: How to achieve better and more predictable growth
Master SaaS revenue planning with this guide—including best practices, common challenges, and the role of technology in streamlining the process.
Mona Sharma
Senior Finance Manager
Guide
6 min
The best in-person and online events for finance pros to learn and connect in 2025
Our curated list of FP&A events will help you find great opportunities stay up to date with what's happening in the industry and grow your professional network.
Aakanksha Gupta
Product Marketing Manager
Planning
5 min
How to choose the best sales forecasting framework for your business
Improve SaaS sales forecasting with the right framework. Learn key methods, factors, and how a structured framework enhances accuracy.
Saurav Bhagat
Co-founder & Product Lead
Guide
8 min
How to create a revenue reporting dashboard that drives growth
Everything you need to know about revenue analysis and reporting dashboards—different types, their significance for SaaS businesses, and features to include.
Kirk Kappelhoff
Director, Strategic Finance
Planning
8 min
Triangulating sales forecasting methods for a forecast you can actually trust
Learn how triangulation can help you conquer common sales forecasting challenges to create a better forecast.
Saurav Bhagat
Co-founder & Product Lead
Planning
7 min
How driver-based revenue forecasting can help you improve your financial planning
Learn how driver-based revenue planning helps you connect key business levers to financial performance for more accurate, data-driven forecasting.
Rama Krishna
Strategic Finance Advisor
Guide
5 min
Top benchmarking resources for B2B and SaaS businesses in 2025
Learn how benchmarking data helps track your business performance, set and achieve internal targets, and measure your position against SaaS peers and competitors.
Aakanksha Gupta
Product Marketing Manager
Planning
4 min
When judgement-based sales forecasting may be best for your business and how to do it
Learn how to apply judgment-based forecasting methods effectively to improve the accuracy and reliability of your sales forecasting process.
Saurav Bhagat
Co-founder & Product Lead
Announcement 
2 mins
Drivetrain achieves SOC 1 Type 2 compliance, reinforcing trust in financial reporting
At Drivetrain, trust, security, and compliance are the foundation of everything we do. We’re proud to announce that we have successfully completed SOC 1 Type II audit, further solidifying our commitment to financial data integrity, regulatory compliance, and enterprise-grade security.
Praveen Rajaretnam
Head of Product Marketing
Guide
19 min
The top 19 FP&A podcasts for CFOs and their finance teams in 2025
Find your next favorite podcast with our robust roundup of leading voices corporate finance today, along with a few hand-picked episodes for each one to get you started
Aakanksha Gupta
Product Marketing Manager
Guide
8 min
The top 10 CFOs and finance pros to follow in 2025 (and why)
Discover the most important influencers and thought leaders in finance today and how they're helping to shape the future of the finance function with their expertise, insights, and practical guidance.
Kirk Kappelhoff
Director, Strategic Finance
Monitoring
10 min
How to create high-impact sales analysis and reporting dashboards
Learn more about different types of sales dashboards and tips for building and maintaining a highly effective dashboard for your SaaS business.
Saurav Bhagat
Co-founder & Product Lead
Monitoring
8 min
How to track and manage employee-related expenses for better financial reporting in SaaS
Learn how headcount expenses impact your financial metrics and how to better track and report them on your financial statements.
Mona Sharma
Senior Finance Manager
Planning
10 min
How to use pipeline-weighted techniques for better sales forecasting
Make your sales forecasting more data-driven by assigning probabilities to pipeline stages and using CRM insights to refine your results.
Saurav Bhagat
Co-founder & Product Lead
Guide
8 min
How to create a sales tax schedule to conquer complexity and improve compliance
Learn how a sales tax schedule can help you manage the complex structure of sales taxes in the US to stay compliant, reduce risks, and simplify tax reporting processes.
Rama Krishna
Strategic Finance Advisor
Guide
9 min
How to build and manage a debt schedule for your SaaS business
Learn how to create and maintain a debt schedule for better financial reporting.
Mona Sharma
Senior Finance Manager
Monitoring
7 min
Why fixed asset and capital expenditure schedules matter in SaaS
Learn more about fixed asset and capital expenditure (CapEx) schedules including their importance in SaaS and how they can improve financial reporting and asset management.
Mona Sharma
Senior Finance Manager
Guide
7 min
How supporting schedules make your financial statements better
Supporting schedules enhance the accuracy and reliability of financial reporting. Learn how to use them to improve yours.
Kirk Kappelhoff
Director, Strategic Finance
Guide
9 min
Build a headcount reporting dashboard for more strategic growth
Learn about headcount reporting and the key metrics every headcount dashboard should have to align your “people data” with strategic business goals.
Rama Krishna
Strategic Finance Advisor
Planning
7 min
Automating headcount reconciliation for more streamlined, effective planning
Discover how to eliminate the pain of manual headcount reconciliation with automation and all the benefits that come with it.
Kirk Kappelhoff
Director, Strategic Finance
Guide
11 min
How to calculate and project your SaaS company’s unit economics to boost profitability
This straightforward guide will explain what unit economics is in the context of SaaS and why it’s important, with step-by-step instructions on how to calculate it.
Mona Sharma
Senior Finance Manager
Guide
15 min
How to manage accounts receivable and accounts payable for better cash flow
Learn how accounts receivable and accounts payable processes can impact your cash flow in ways both good and bad. Improve the process and improve your cash flow!
Mona Sharma
Senior Finance Manager
Planning
8 min
How to improve cash flow projections with more accurate assumptions
All you need to know about the right assumptions for your cash flow projections, including the influencing factors and how to refine your assumptions.
Mona Sharma
Senior Finance Manager
Planning
9 min
Managing cash flow variations in SaaS: Taming the unpredictability
Learn to analyze and manage cash flow variations in SaaS. Master variance analysis, understand cash flow patterns, and build more accurate forecasts.
Rama Krishna
Strategic Finance Advisor
Planning
8 min
Cash flow forecasting with usage-based pricing: Keys to unlock more effective planning
Learn how to master cash flow forecasting for usage-based pricing models, overcome key challenges, and use technology to enhance the forecasting process.
Aakanksha Gupta
Product Marketing Manager
Guide
13min
A comprehensive guide to usage-based pricing in SaaS and what you need to know
Learn about the different models of usage-based pricing, their benefits, and the challenges you may encounter when implementing them.
Kirk Kappelhoff
Director, Strategic Finance
Guide
9 min
The ultimate cash flow forecasting guide for startups
A comprehensive guide to cash flow forecasting for SaaS startups, including benefits, challenges, and best practices for improving cash flow forecasts.
Kirk Kappelhoff
Director, Strategic Finance
Planning
8 min
Cracking the code for SaaS success: Is a usage-based pricing model the key?
Considering a usage-based pricing model for your SaaS business? This article will help you decide.
Kirk Kappelhoff
Director, Strategic Finance
Guide
6 min
Looking at Pigment for your FP&A? Check out our review of Pigment and its top 4 competitors and alternatives in 2025
Find the best FP&A software for your business requirements.
Vanika Achreja
Product Manager
Planning
11 min
Everything SaaS businesses need to know about budget reforecasting to survive and thrive
Learn how budget reforecasting can improve your company’s adaptability and ability to navigate the ever-changing SaaS market.
Rama Krishna
Strategic Finance Advisor
Guide
6 min
A guide to the top 4 alternatives to Workday Adaptive Planning in 2025
Choose the best financial planning and analysis (FP&A) software for your business.
Aakanksha Gupta
Product Marketing Manager
Guide
6 min
The top 4 alternatives to Anaplan for FP&A in 2025
How to select the best financial planning and analysis (FP&A) software for your unique business.
Praveen Rajaretnam
Head of Product Marketing
Guide
8 min
A review of the 6 best Mosaic competitors and alternatives in 2025
Discover the best financial planning and analysis (FP&A) software to drive business growth
Vanika Achreja
Product Manager
Guide
8 min
A comparison of the top 6 Abacum competitors and alternatives in 2025
How to choose the right financial planning and analysis (FP&A) software for your business.
Aakanksha Gupta
Product Marketing Manager
Announcement 
2 mins
Drivetrain achieves SOC 1 Type 2 compliance, reinforcing trust in financial reporting
At Drivetrain, trust, security, and compliance are the foundation of everything we do. We’re proud to announce that we have successfully completed SOC 1 Type II audit, further solidifying our commitment to financial data integrity, regulatory compliance, and enterprise-grade security.
Praveen Rajaretnam
Head of Product Marketing
Announcement 
5 min read
Drivetrain’s newest G2 badges: We’re growing and fast!
G2 awards Drivetrain 42 trust badges across "CPM", "Budgeting and Forecasting" and “Financial Analysis” categories in the Summer 2024 report
Praveen Rajaretnam
Head of Product Marketing
Announcement 
4 min
Drivetrain named a Leader in the G2 Spring 2024 report!
We’re thrilled to share that Drivertrain has been named a Leader in G2’s Spring 2024 Grid Report, earning 29 badges across 3 categories.
Aakanksha Gupta
Product Marketing Manager
Announcement 
6 min read
Drivetrain raises $15M to help companies drive predictable growth
We’re excited to announce our $15 million funding and as we celebrate this milestone, here’s a brief recap of our journey so far.
Alok, Tark & Saurav
Co-founders
Announcement 
3 min read
Drivetrain is now SOC 2 Type II certified
Following our SOC 2 Type I report issued in November 2021, Drivetrain’s Type II report serves as a reassurance to our customers that their data is managed in a controlled and audited environment.
Praveen Rajaretnam
Head of Product Marketing
Announcement 
10 min read
Drivetrain: A new approach to predictable SaaS growth
Read the story behind Drivetrain and our mission to enable SaaS companies to find and navigate their path to growth and success.‍
Alok Goel
Co-founder & CEO
Planning
4 min
When judgement-based sales forecasting may be best for your business and how to do it
Learn how to apply judgment-based forecasting methods effectively to improve the accuracy and reliability of your sales forecasting process.
Saurav Bhagat
Co-founder & Product Lead
Planning
10 min
How to create better, data-driven forecasts with our rolling forecast example
Learn how to create rolling forecasts for better decision-making and risk management in your SaaS business with our detailed guide and example.
Praveen Rajaretnam
Head of Product Marketing
Planning
7 min
How to use revenue variance analysis for better revenue planning
Learn how revenue variance analysis can improve forecasting accuracy, identify root causes of discrepancies, and transform financial planning.
Rama Krishna
Strategic Finance Advisor
Planning
8 min read
Is your business plan feasible?
Find out how to evaluate plans for their viability and practicality while ensuring it provides a path to achieve your company’s goals and targets.
Praveen Rajaretnam
Head of Product Marketing
Planning
8 min
Igniting innovation: How zero-based budgeting empowers strategic investments in R&D
Learn how zero-based budgeting (ZBB) can drive innovation by empowering more strategic investments in R&D.
Jay Parekh
Financial Lead
Planning
12 min
The ultimate guide to balance sheet forecasting for SaaS companies
Learn how to level up your balance sheet forecasting for precision cash flow analysis and insights.
Jay Parekh
Financial Lead
Planning
8 min
Building a better AOP: How to use financial forecasting in your annual planning process
Learn how to use financial forecasting approaches in your annual operating plan to set realistic targets and avoid common forecasting mistakes.
Rama Krishna
Strategic Finance Advisor
Planning
17 min
Revenue forecasting in finance: A comprehensive guide for SaaS success
Unlock the power of accurate revenue forecasting for your SaaS business. Explore proven techniques, strategies, and best practices to maximize financial success.
Vanika Achreja
Product Manager
Planning
6 min
Flux analysis: A tool for better strategic financial planning in SaaS
Flux analysis is an accounting tool you can use to compare current performance with past performance to reveal key insights for data-driven decision-making.
Kirk Kappelhoff
Director, Strategic Finance
Planning
8 min
Cash flow forecasting with usage-based pricing: Keys to unlock more effective planning
Learn how to master cash flow forecasting for usage-based pricing models, overcome key challenges, and use technology to enhance the forecasting process.
Aakanksha Gupta
Product Marketing Manager
Planning
10 min
Revenue planning in SaaS: How to achieve better and more predictable growth
Master SaaS revenue planning with this guide—including best practices, common challenges, and the role of technology in streamlining the process.
Mona Sharma
Senior Finance Manager
Planning
16 min
Achieving predictable revenue growth with more accurate forecasting in sales
Learn about sales forecasting methods, best practices, challenges, and technology to unlock reliable projections and data-driven decisions.
Saurav Bhagat
Co-founder & Product Lead
Planning
31 min
Your complete guide to understanding and managing variable costs in SaaS
Controlling variable costs helps SaaS companies grow profitably. In this guide, you'll learn how to identify variable costs and manage their impact on your business.
Rama Krishna
Strategic Finance Advisor
Planning
9 min
Embracing the uncertainty: 10 scenario planning best practices for today’s strategic CFO
Discover how SaaS CFOs can use scenario planning to mitigate risk and drive growth
Aakanksha Gupta
Product Marketing Manager
Planning
8 min
How to avoid the pitfalls to create an effective annual operating plan
The challenges in creating a strategic annual operating plan (AOP) can be like speed bumps for a CFO. Here’s how to get over them without slowing down.
Kirk Kapplehoff
Director, Strategic Finance
Planning
9 min
How successful sales leaders are transforming their forecasts with win rate data
Learn how to leverage historical win rates for more accurate pipeline-based forecasts, and the impact of quantitative and qualitative factors on the outcome.
Saurav Bhagat
Co-founder & Product Lead
Planning
11 min
How successful companies improve revenue planning by more accurately forecasting new bookings
Learn to forecast new bookings more accurately for better revenue planning by validating assumptions and understanding the impact of timing and phasing of new bookings on revenue recognition.
Rama Krishna
Strategic Finance Advisor
Planning
7 min
The magic of benchmarking for driving alignment & growth in SaaS companies
Benchmarking makes seemingly impossible targets achievable, transforming strategic goals into a rallying point for teams throughout your business.
Alok Goel
Co-founder & CEO
Planning
4 min
How revisiting your annual operating plan can make your business better
Learn more about when you should revisit your AOP, both proactively and reactively, to stay agile in a dynamic business environment.
Rama Krishna
Strategic Finance Advisor
Planning
10 min
Drive strategic growth in your SaaS business with zero-based budgeting
Zero-based budgeting (ZBB) isn't just about cost cutting. Learn how this strategic budgeting method can help your business grow faster.
Kirk Kappelhoff
Director, Strategic Finance
Planning
4 min
Pitfalls in Planning: Failing to factor your sales cycle into your plan
The interdependencies between marketing, business development, and sales makes makes sales cycle a critical factor to consider when developing your annual plan. This article will help you avoid one of the biggest perils inherent in fixed annual plans.
Praveen Rajaretnam
Head of Product Marketing
Planning
7.5 min read
Making benchmarks actionable — The right way to use SaaS benchmarks for strategic planning
Benchmarks can be a powerful tool to help you grow your SaaS business if you know how to use them effectively. This post will show you how.
Praveen Rajaretnam
Head of Product Marketing
Planning
8 min
Triangulating sales forecasting methods for a forecast you can actually trust
Learn how triangulation can help you conquer common sales forecasting challenges to create a better forecast.
Saurav Bhagat
Co-founder & Product Lead
Planning
12 min read
Why planning on Excel doesn’t cut it for Series A+ SaaS startups
As a SaaS business grows in complexity and size, using Excel for planning can affect growth with the hidden costs becoming too big to ignore.
Praveen Rajaretnam
Head of Product Marketing
Planning
7 min
Automating headcount reconciliation for more streamlined, effective planning
Discover how to eliminate the pain of manual headcount reconciliation with automation and all the benefits that come with it.
Kirk Kappelhoff
Director, Strategic Finance
Planning
6 min
ARR forecasting made easy with the corkscrew financial model
Learn how to use the corkscrew calculation to forecast your ARR along with the benefits and challenges associated with this type of financial modeling.
George Khalil
Strategic Finance Advisor
Planning
11 min
How to factor attrition vs. turnover into your headcount planning process
While attrition and turnover can be hard to predict, we'll show you how to consider both in your workforce planning to mitigate risk and create a more strategic, optimized hiring plan
Kirk Kappelhoff
Director, Strategic Finance
Planning
8 min
How to improve cash flow projections with more accurate assumptions
All you need to know about the right assumptions for your cash flow projections, including the influencing factors and how to refine your assumptions.
Mona Sharma
Senior Finance Manager
Planning
5 min
Calculating ARR with daily exchange rates for better reporting and forecasting
Currency exchange can impact your ARR due to market fluctuations. Explore how to calculate ARR with daily exchange rate for better predictability.
Rama Krishna
Strategic Finance Advisor
Planning
7 min
How driver-based revenue forecasting can help you improve your financial planning
Learn how driver-based revenue planning helps you connect key business levers to financial performance for more accurate, data-driven forecasting.
Rama Krishna
Strategic Finance Advisor
Planning
8.5 minutes
Will business intelligence (BI) really be enough to support your SaaS FP&A?
If you’re ready to trade in your spreadsheets for a BI tool to do your FP&A, read this first to save a lot of time, money, and frustration.
Alok Goel
Co-founder & CEO
Planning
7 min
Value proposition budgeting in SaaS: How to boost business value for your customers
Value proposition budgeting focuses on the value drivers for both customers and the business to increase your ROI. Read on to learn more! 
Kirk Kappelhoff
Strategic Finance Advisor
Planning
7 min
CFO best practices for more strategic business budgeting
Tired of static plans and last-minute reforecasting? Learn the best practices successful finance leaders follow to plan with precision and flexibility.
Aakanksha Gupta
Product Marketing Manager
Planning
7 min
Pitfalls in Planning: Obscuring the true cost of customer acquisition
The formula for calculating customer acquisition cost (CAC) is relatively simple, but figuring out what expenses to include is more complex than it might seem. In this article, we show you how to more accurately define your CAC to produce a more reliable plan.
Praveen Rajaretnam
Head of Product Marketing
Planning
7 min
Financial forecasting and the CFO’s quandary: How complex does the model need to be?
CFOs need a reliable financial forecast model for strategic planning. Learn to create one that meets your needs by balancing simple and complex approaches.
Kirk Kappelhoff
Director of Strategic Finance
Planning
12 min read
The Q Factor – A sales quota management tool to navigate down markets
The Q Factor boosts SaaS sales team ROI and is your key to unlocking performance in challenging economic conditions. Here’s how you can use it in different SaaS financial modeling scenarios.
Amit Sharma
Sr Director – Finance at Whatfix
Planning
10 min
How to use activity-based budgeting to drive efficiency and growth in your SaaS business
Activity-based budgeting (ABB) is a new, strategic method of budgeting in SaaS. Learn how you can leverage its power in your business.
Kirk Kappelhoff
Director, Strategic Finance
Planning
6 mins
Q Factor: A must-track SaaS metric for driving cost-effective and efficient growth
Find out about how you can use the Q Factor to pivot towards more capital efficient growth and extend your runway
Alok Goel
Co-founder & CEO
Planning
13 min
Why smart SaaS leaders are adopting the bowtie model
The bowtie model gives you a full funnel view covering the entire customer journey in your business. Learn what is is, how it works and how you can use it to improve growth.
Vanika Achreja
Senior Product Manager
Planning
5 min
5 Tips for making your revenue forecast more accurate
Get five actionable tips to improve the accuracy of your revenue forecasts (and why you should use them in your business).
Rama Krishna
Strategic Finance Advisor
Planning
14 min
SaaS sales capacity planning: why it matters and how to do it
Sales capacity planning is key to SaaS company growth. This article will walk you through the process step-by-step and all the factors you need to consider.
Alok Goel
Co-founder & CEO
Planning
7 min read
Continuous planning: Why your SaaS business needs to adopt it
Rigidly sticking to a plan in a changing environment is likely to fail. Find out how to move to a continuous planning cycle from an annual one...
Praveen Rajaretnam
Head of Product Marketing
Planning
7 min
Achieving balanced growth: How to manage your top line vs. bottom line more effectively
Understanding the relationship between your top line and bottom line is key to improving financial performance. This article will explain why.
Kirk Kappelhoff
Director, Strategic Finance
Planning
8 min
The SaaS annual operating plan (AOP) vs budget: Aren't they the same thing?
An annual operating plan (AOP) and an annual budget are two different things. Let's look at the difference and why both are important to your SaaS business.
Kirk Kapplehoff
Director, Strategic Finance
Planning
7 min
What is an annual operating plan?
Discover the importance of annual operating plans for SaaS, how they differ from budgets and strategic plans, common challenges, and how to tackle those.
Rama Krishna
Strategic Finance Advisor
Planning
11 min
Unlock better performance with a strategically optimized headcount planning process
Learn about effective headcount planning strategies and technology's role in evaluating workforce needs, optimizing staffing, and supporting business growth.
George Khalil
Strategic Finance Advisor
Planning
11 min
Pitfalls in planning: the hidden dangers in abruptly slashing budgets
In this third installment of our Pitfalls in Planning series, we look at the negative impacts of reactionary and often ill-conceived budget cuts and offer some alternatives that will help you avoid them with more informed, data-driven decisions.
Praveen Rajaretnam
Head of Product Marketing
Planning
12 min
How to calculate ramp-up time for better sales capacity planning
Ramp-up time for new AEs can make or break your ability to meet your targets. Learn how to calculate ramp-up time and leverage the insights it provides for faster growth.
Alok Goel,
Co-founder & CEO
Planning
10 min
How to use pipeline-weighted techniques for better sales forecasting
Make your sales forecasting more data-driven by assigning probabilities to pipeline stages and using CRM insights to refine your results.
Saurav Bhagat
Co-founder & Product Lead
Planning
7 min
7 Tips for creating a better AOP planning process
Learn how to improve your AOP planning process to create effective plans for more predictable growth.
George Khalil
Strategic Finance Advisor
Planning
4 min read
A new top-down approach to financial modeling - SaaS metrics-based planning
Many fast-growing SaaS companies have shortened their top-down financial planning time by using SaaS Metrics Based Planning. Read on to know more...
Alok Goel
Co-founder & CEO
Planning
5 min
How strategic budgeting can make your SaaS business more competitive
Strategic budgeting aligns the budget and the company’s long-term goals ensuring better success. Here’s how you can implement it right.
Kirk Kappelhoff
Director, Strategic Finance
Planning
8 min
Your roadmap to success: How to create an effective annual operating plan (AOP)
Struggling with annual planning? Learn a step-by-step approach to building a robust annual operating plan while navigating the challenges involved.
Mona Sharma
Senior Finance Manager
Planning
9 min
Managing cash flow variations in SaaS: Taming the unpredictability
Learn to analyze and manage cash flow variations in SaaS. Master variance analysis, understand cash flow patterns, and build more accurate forecasts.
Rama Krishna
Strategic Finance Advisor
Planning
5 min
How to choose the best sales forecasting framework for your business
Improve SaaS sales forecasting with the right framework. Learn key methods, factors, and how a structured framework enhances accuracy.
Saurav Bhagat
Co-founder & Product Lead
Planning
12 min
How to forecast ARR and revenue with usage-based or hybrid pricing models
Learn about the challenges usage-based pricing creates for revenue forecasting and methods that can help you overcome them.
Kirk Kappelhoff
Director of Strategic Finance
Planning
11 min
Everything SaaS businesses need to know about budget reforecasting to survive and thrive
Learn how budget reforecasting can improve your company’s adaptability and ability to navigate the ever-changing SaaS market.
Rama Krishna
Strategic Finance Advisor
Planning
7 min
A guide to long-range planning for SaaS business success
Learn how long-range planning in SaaS can help ensure more predictable and sustained growth and how to create a long-range plan for your SaaS business.
Vanika Achreja
Product Manager, Growth
Planning
9 min
Mastering budget management: How to slash budget variances in your business
Improving budget variance can improve your investors' confidence in your ability to read the market and control expenses. Read this article to learn more.
Kirk Kappelhoff
Director, Strategic Finance
Planning
7 min
The Strategic CFO: Merging technology and best practices for better financial planning
Learn the six financial planning best practices successful CFOs are using today and how AI-powered technology can improve the planning process.
Praveen Rajaretnam
Head of Product Marketing
Planning
8 min
Cracking the code for SaaS success: Is a usage-based pricing model the key?
Considering a usage-based pricing model for your SaaS business? This article will help you decide.
Kirk Kappelhoff
Director, Strategic Finance
Planning
6 min
Successfully manage your debt schedule with a simple corkscrew financial model
Learn how to use a debt schedule corkscrew model to optimize and simplify debt management and tracking.
Kirk Kappelhoff
Director of Strategic Finance
Planning
12 min
How to build an ideal finance tech stack that will grow with your business
Whether you’re building your first tech stack or leveling up the one you have, get the insights you need from our conversation with The SaaS CFO, Ben Murray, about the 2025 Finance & Ops SaaS Tech Stack Report.
Aakanksha Gupta
Product Marketing Manager
Planning
19 min
How to build an effective scenario planning process to protect and grow your business
Scenario planning helps SaaS companies mitigate risk and respond quickly to opportunities. Learn how to leverage its power to future-proof your business.
Kirk Kappelhoff
Director, Strategic Finance
Planning
19 min
The ultimate guide to sales territory planning: Strategies for success
Data-driven territory planning helps SaaS companies manage their markets efficiently and grow the business faster. Learn how to do both in this guide.
David Sukhraj
Director of Sales
Planning
6 min
Creating a strategic budget for your SaaS business? How to choose the best method
Strategic budgeting has many benefits for SaaS companies. This guide to strategic budgeting methods will help you choose the best one.
Kirk Kappelhoff
Director, Strategic Finance
Planning
11 min read
Selling enterprise SaaS? Here’s why a rolling 12-month plan is a must
Find out why rolling 12-month plans are a better fit if you are selling to mid-market and enterprise customers with a long sales cycle.
Alok Goel
Co-founder & CEO
Planning
12 min read
Why should your SaaS plan include multiple scenarios?
Find out why a SaaS business needs to simulate multiple scenarios during planning.
Praveen Rajaretnam
Head of Product Marketing
Foresight
11 min
A guide to writing the perfect investor update email (Template included)
In 2024, it will be critical for SaaS startups at any stage to keep investors informed and engaged. Our investor email update template will make that easy.
Praveen Rajaretnam
Head of Product Marketing
Foresight
10 min
4 signs it’s time to abandon your spreadsheets for strategic finance software
As the complexity in your business grows, your frustration in working with spreadsheets will likely grow right along with it. This article will help you decide if it's time for a change.
Praveen Rajaretnam
Head of Product Marketing
Foresight
10 min read
Where will you land by the end of the year?
Forecasting ARR will help you determine whether you’re on track to achieving your goals. However, your financial data can lead you down rabbit holes that complicate the process. Here’s a simple four step solution to estimating your year-end revenue.
Alok Goel
Co-founder & CEO
Foresight
8 min read
Don't miss the forest for the trees: How can SaaS leaders see past limited data?
Find out how to increase organizational buy-in and alignment from stakeholders to ensure everyone makes "globally optimal" decisions.
Praveen Rajaretnam
Head of Product Marketing
Foresight
8 min read
Base Rates: The key to sustainably and predictably growing your business
Learn how to use and apply base rates correctly to predictably grow your business in the long run
Alok Goel
Co-founder & CEO
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FP&A SoftwareBudgeting & PlanningReporting & AnalyticsFinancial ForecastingHeadcount PlanningZero-based BudgetingSales & Revenue ForecastingFinancial Consolidation & ReportingInvestor ReportingRevenue PlanningSaaS Financial PlanningFinancial Statement Analysis
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