Insights and Strategies for FP&A Leaders

Explore guides, product updates, and expert opinions on how modern FP&A teams plan, forecast, and report.

All Guide Announcement Foresight Planning

Illustrated pyramid with four labelled sales forecasting methods

Triangulating sales forecasting methods for a forecast you can actually trust

Co-founder & Product Lead

Isometric control board with bar chart, dials, buttons and coins

How driver-based revenue forecasting can help you improve your financial planning

Strategic Finance Partner

Sales reps and managers feeding a current quarter forecast board, stylised

When judgement-based sales forecasting may be best for your business and how to do it

Co-founder & Product Lead

Tablet with sales funnel feeding colourful tower blocks, stylised

How to use pipeline-weighted techniques for better sales forecasting

Co-founder & Product Lead

Headcount reconciliation chart linking new hire, employee roster and iterations groups

Automating headcount reconciliation for more streamlined, effective planning

Kirk Kappelhoff

Senior Director, Strategic Finance

Dollar bill conveyor running between a company building and shops, stylised

How to improve cash flow projections with more accurate assumptions

Senior Finance Manager

Cash flow signpost on a scale weighing forecast against actuals, stylised

Managing cash flow variations in SaaS: Taming the unpredictability

Strategic Finance Partner

Isometric Usage machine with Cash out and Cash in banknote conveyors

Cash flow forecasting with usage-based pricing: Keys to unlock more effective planning

Aakanksha Gupta

Growth Marketing Lead

Subscription $299 card versus Usage platform with coin stacks

Cracking the code for SaaS success: Is a usage-based pricing model the key?

Kirk Kappelhoff

Senior Director, Strategic Finance

Telescope, Budget screen and a New Data card

Everything SaaS businesses need to know about budget reforecasting to survive and thrive

Strategic Finance Partner

Laptop spreadsheet with magnifier and calendar on a desk, stylised

How revisiting your annual operating plan can make your business better

Strategic Finance Partner

Telescope, rising orange chart line, calendar and coin stacks

Building a better AOP: How to use financial forecasting in your annual planning process

Strategic Finance Partner

Illustrated looping conveyor path with coins, charts and a target

7 Tips for creating a better AOP planning process

Kirk Kappelhoff

Senior Director, Strategic Finance

Illustrated calendar with conveyor belt, charts and coins

What is an annual operating plan? Why it’s important for business growth

Strategic Finance Partner

People figures moving along a conveyor to a team platform, stylised

Unlock better performance with a strategically optimized headcount planning process

Kirk Kappelhoff

Senior Director, Strategic Finance

Forecast and usage board with pie chart and user cards, stylised

How to forecast ARR and revenue with usage-based or hybrid pricing models

Kirk Kappelhoff

Senior Director, Strategic Finance

Isometric roller coaster track with coins, calendar and receipt

Calculating ARR with daily exchange rates for better reporting and forecasting

Strategic Finance Partner

Three Debt calendars with charts and arcs of flying coins

Successfully manage your debt schedule with a simple corkscrew financial model

Kirk Kappelhoff

Senior Director, Strategic Finance

Become the strategic partner your business needs

Fewer spreadsheets, faster planning, better decisions