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

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How strategic budgeting can make your SaaS business more competitive

Kirk Kappelhoff

Senior Director, Strategic Finance

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How to build an effective scenario planning process to protect and grow your business

Kirk Kappelhoff

Senior Director, Strategic Finance

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Annual operating plan (AOP) vs. budget: Aren't they the same thing?

Kirk Kappelhoff

Senior Director, Strategic Finance

Pitfalls in Planning series card with piggy bank and coin stacks

Pitfalls in planning: the hidden dangers in abruptly slashing budgets

Praveen Rajaretnam

Head of Product Marketing

Pitfalls in Planning series card with calendar, target and timeline

Pitfalls in Planning: Failing to factor your sales cycle into your plan

Praveen Rajaretnam

Head of Product Marketing

Pitfalls in Planning series card with pie chart and warning cone

Pitfalls in Planning: Obscuring the true cost of customer acquisition

Praveen Rajaretnam

Head of Product Marketing

Laptop with rising line chart and two winding ramp tracks, stylised

How to calculate ramp-up time for better sales capacity planning

CEO/CFO & Co-founder

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The magic of benchmarking for driving alignment & growth in SaaS companies

CEO/CFO & Co-founder

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SaaS sales capacity planning: why it matters and how to do it

CEO/CFO & Co-founder

Illustrated FP&A dashboard versus BI dashboard

Will business intelligence (BI) really be enough to support your SaaS FP&A?

CEO/CFO & Co-founder

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Making benchmarks actionable — The right way to use SaaS benchmarks for strategic planning

Praveen Rajaretnam

Head of Product Marketing

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Q Factor: A must-track SaaS metric for driving cost-effective and efficient growth

CEO/CFO & Co-founder

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The Q Factor – A sales quota management tool to navigate down markets

CEO/CFO & Co-founder

A new top-down approach to financial modeling - SaaS metrics-based planning

CEO/CFO & Co-founder

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Why should your SaaS plan include multiple scenarios?

Praveen Rajaretnam

Head of Product Marketing

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Selling enterprise SaaS? Here’s why a rolling 12-month plan is a must

CEO/CFO & Co-founder

Stylised 3D spreadsheet grid with scattered blocks

Why planning on Excel doesn’t cut it for Series A+ SaaS startups

Praveen Rajaretnam

Head of Product Marketing

Stylised dark chart of successive plan lines labelled by month

Continuous planning: Why your SaaS business needs to adopt it

Praveen Rajaretnam

Head of Product Marketing

Become the strategic partner your business needs

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