Blog - Drivetrain

Why use a one-size-fits-all SaaS financial model template when you can use ours? Finally, a template with the flexibility you need for your unique business!

Praveen Rajaretnam

Head of Prodcut Marketing

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

6 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

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

Monitoring

9 min

Unlock game-changing insights in your variance reporting with FP&A software

With the right technology, you can elevate routine variance reporting to make it a powerful tool for faster, data-driven decision making

Kirk Kappelhoff

Director, Strategic Finance

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

Director, Strategic Finance

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

5 min

Uncover new opportunities for improvement with a variance analysis report

Variance analysis reports are more than a financial reporting exercise. Learn how to use them to reveal hidden inefficiencies in your business.

Kirk Kappelhoff

Director of Strategic Finance

Planning

7 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

Monitoring

9 min

How to make variance reports actionable in your SaaS business

Unlock the power of variance reports to drive SaaS growth. This guide will show you how to find actionable insights you can use to transform your business.

Kirk Kappelhoff

Director, Strategic Finance

Guide

7 min

How to unlock faster growth in your business with driver based budgeting

Driver based budgeting is a planning process finance teams can use to build a budget optimized for growth. We'll show you how to implement it in 3 steps.

Kirk Kappelhoff

Director, Strategic Finance

Guide

11 min

Mastering the variance report: a step-by-step guide for SaaS businesses

Learn what a variance report is, how to create one, and how and use the results in your business to identify hidden issues and new opportunities.

Kirk Kappelhoff

Director, Strategic Finance

Guide

8 min

The ultimate guide to understanding the types of variance in SaaS

SaaS companies that understand the types of variance relevant to the industry are better equipped to leverage the powerful insights they provide.

Kirk Kappelhoff

Director, Strategic Finance

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

6 min

How to use a what if analysis to make your SaaS company stronger

A what if analysis is a powerful technique that SaaS companies can use to build resiliency and become more competitive. Learn how to leverage it in your business!

Kirk Kappelhoff

Director, Strategic Finance

5 min

Why every SaaS company needs to adopt a rolling budget (rolling forecast)

Most SaaS companies still use static budgets with high opportunity costs. Adopting a rolling budget eliminates those costs and isn't as hard as you think.

Kirk Kappelhoff

Director, Strategic Finance

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

Scenario planning for SaaS: How to build an effective process for 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

8 min

How to avoid the pitfalls to create an effective annual operating plan (AOP)

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

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

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

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

Monitoring

11 min

How to track and plot net revenue retention (NRR) month over month

Looking at your NRR trend over several quarters can help you better understand the sustainability and scalability of your business. We'll show you how to track it and help you understand how to interpret your results.

Praveen Rajaretnam

Head of Product Marketing

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

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

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.

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.

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.

Why you need a Google Maps for your business

For a SaaS company, the stakes are high if you miss your targets. Wouldn’t it be nice to have a tool that can help you plan a more predictable growth journey?

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

8.5 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.

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.

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

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.

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

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

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...

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

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.

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

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 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

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

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

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.‍

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.‍

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.

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

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.

Scenario planning for SaaS: How to build an effective process for 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

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

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

8.5 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.

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

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

Director, Strategic Finance

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

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

7 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

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 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

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

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 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.

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

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

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

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

How to quickly forecast performance with our SaaS financial model template in Google Sheets

Why use a one-size-fits-all SaaS financial model template when you can use ours? Finally, a template with the flexibility you need for your unique business!

Praveen Rajaretnam

Head of Prodcut Marketing

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.

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.

Uncover new opportunities for improvement with a variance analysis report

Variance analysis reports are more than a financial reporting exercise. Learn how to use them to reveal hidden inefficiencies in your business.

Kirk Kappelhoff

Director of Strategic Finance

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

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

8 min

How to avoid the pitfalls to create an effective annual operating plan (AOP)

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

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

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...

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.

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

How strategic budgeting can help your SaaS business become more competitive

Why use a one-size-fits-all SaaS financial model template when you can use ours? Finally, a template with the flexibility you need for your unique business!

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.

Improving budget variance can improve your investors' confidence in your ability to read the market and control expenses. Read this article to learn more.

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.

With the right technology, you can elevate routine variance reporting to make it a powerful tool for faster, data-driven decision making

Value proposition budgeting focuses on the value drivers for both customers and the business to increase your ROI. Read on to learn more!

Activity based budgeting (ABB) is a new, strategic method of budgeting in SaaS. Learn how you can leverage its power in your business.

Variance analysis reports are more than a financial reporting exercise. Learn how to use them to reveal hidden inefficiencies in your business.

Zero based budgeting (ZBB) isn't just about cost cutting. Learn how this strategic budgeting method can help your business grow faster.

Unlock the power of variance reports to drive SaaS growth. This guide will show you how to find actionable insights you can use to transform your business.

Driver based budgeting is a planning process finance teams can use to build a budget optimized for growth. We'll show you how to implement it in 3 steps.

Learn what a variance report is, how to create one, and how and use the results in your business to identify hidden issues and new opportunities.

SaaS companies that understand the types of variance relevant to the industry are better equipped to leverage the powerful insights they provide.

Strategic budgeting has many benefits for SaaS companies. This guide to strategic budgeting methods will help you choose the best one.

A what if analysis is a powerful technique that SaaS companies can use to build resiliency and become more competitive. Learn how to leverage it in your business!

Most SaaS companies still use static budgets with high opportunity costs. Adopting a rolling budget eliminates those costs and isn't as hard as you think.

Strategic budgeting aligns the budget and the company’s long-term goals ensuring better success. Here’s how you can implement it right.

Scenario planning helps SaaS companies mitigate risk and respond quickly to opportunities. Learn how to leverage its power to future-proof your business.

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.

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.

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.

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.

Looking at your NRR trend over several quarters can help you better understand the sustainability and scalability of your business. We'll show you how to track it and help you understand how to interpret your results.

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.

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.

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.

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.

Benchmarking makes seemingly impossible targets achievable, transforming strategic goals into a rallying point for teams throughout your business.

For a SaaS company, the stakes are high if you miss your targets. Wouldn’t it be nice to have a tool that can help you plan a more predictable growth journey?

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.

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.

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.

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.

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.

Find out about how you can use the Q Factor to pivot towards more capital efficient growth and extend your runway

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.

Many fast-growing SaaS companies have shortened their top-down financial planning time by using SaaS Metrics Based Planning. Read on to know more...

Find out why a SaaS business needs to simulate multiple scenarios during planning.

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.

Find out how to increase organizational buy-in and alignment from stakeholders to ensure everyone makes "globally optimal" decisions.

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.

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...

Learn how to use and apply base rates correctly to predictably grow your business in the long run

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.

Read the story behind Drivetrain and our mission to enable SaaS companies to find and navigate their path to growth and success.‍

Read the story behind Drivetrain and our mission to enable SaaS companies to find and navigate their path to growth and success.‍

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.

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.

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.

Scenario planning helps SaaS companies mitigate risk and respond quickly to opportunities. Learn how to leverage its power to future-proof your business.

Strategic budgeting aligns the budget and the company’s long-term goals ensuring better success. Here’s how you can implement it right.

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.

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.

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...

Value proposition budgeting focuses on the value drivers for both customers and the business to increase your ROI. Read on to learn more!

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.

Activity based budgeting (ABB) is a new, strategic method of budgeting in SaaS. Learn how you can leverage its power in your business.

Zero based budgeting (ZBB) isn't just about cost cutting. Learn how this strategic budgeting method can help your business grow faster.

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.

Find out why a SaaS business needs to simulate multiple scenarios during planning.

Find out about how you can use the Q Factor to pivot towards more capital efficient growth and extend your runway

Improving budget variance can improve your investors' confidence in your ability to read the market and control expenses. Read this article to learn more.

Benchmarking makes seemingly impossible targets achievable, transforming strategic goals into a rallying point for teams throughout your business.

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.

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.

Strategic budgeting has many benefits for SaaS companies. This guide to strategic budgeting methods will help you choose the best one.

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.

Why use a one-size-fits-all SaaS financial model template when you can use ours? Finally, a template with the flexibility you need for your unique business!

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.

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.

Variance analysis reports are more than a financial reporting exercise. Learn how to use them to reveal hidden inefficiencies in your business.

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.

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.

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.

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.

Many fast-growing SaaS companies have shortened their top-down financial planning time by using SaaS Metrics Based Planning. Read on to know more...

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.

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.

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.