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 tunnel with spreadsheets, laptops and coins converging

Demystifying consolidation of financial statements: A simple guide

Strategic Finance Partner

Isometric tablet showing a ledger list with a coin and charts

The chart of accounts: Building a foundation for effective financial management

Mavin Kaur, CPA

Senior Manager, Strategic Finance

Crystal ball with dollar sign among chart panels and coins, stylised

What is revenue forecasting? How SaaS businesses can create accurate forecasts

CFO’s Office & GTM Lead

Isometric telescope, scale and dashboard screen with bar chart

Financial forecasting and the CFO’s quandary: How complex does the model need to be?

Kirk Kappelhoff

Senior Director, Strategic Finance

Binoculars on a tripod facing a dashboard screen, with coins

5 Tips for making your revenue forecast more accurate

Strategic Finance Partner

Drivetrain Earns G2 Leader Badge banner with Spring 2024 badges

Drivetrain named a Leader in the G2 Spring 2024 report!

Aakanksha Gupta

Growth Marketing Lead

Purple cube stack over orange base with dollar crates, stylised

Top line vs. bottom line: How smart companies balance growth & profit

Elise Pelechaty, CPA

Finance Solutions Consultant

Spreadsheet board, coin stacks and line chart on a tablet, stylised

Igniting innovation: How zero-based budgeting empowers strategic investments in R&D

Kirk Kappelhoff

Senior Director, Strategic Finance

Staircase of year-labelled steps rising to a flag, stylised

A guide to long-range planning for SaaS business success

CFO’s Office & GTM Lead

Tablet, bar chart and spreadsheet panels on a podium, stylised

The ultimate guide to balance sheet forecasting for SaaS companies

Kirk Kappelhoff

Senior Director, Strategic Finance

Telescope pointed at a dashboard with pie and line charts, stylised

What is a rolling forecast? How to create one, challenges, and best practices

Associate Director, Strategic Finance

Two stylised bowls with bar charts feeding two comparison sheets

Flux analysis: A tool for better strategic financial planning in SaaS

Kirk Kappelhoff

Senior Director, Strategic Finance

Balance scale with pie chart, cash and magnifier, stylised

Mastering budget management: How to slash budget variances in your business

Kirk Kappelhoff

Senior Director, Strategic Finance

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A guide to writing the perfect investor update email (Template included)

Praveen Rajaretnam

Head of Product Marketing

Illustrated containers piped into a dashboard with a target icon

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

Kirk Kappelhoff

Senior Director, Strategic Finance

Value proposition budgeting in SaaS: How to boost business value for your customers

Kirk Kappelhoff

Senior Director, Strategic Finance

Coins poured into test tubes next to a bar chart, stylised

How to use activity-based budgeting to drive efficiency and growth in your SaaS business

Kirk Kappelhoff

Senior Director, Strategic Finance

Stylised ring target with dropped pins

Drive strategic growth in your SaaS business with zero-based budgeting

Kirk Kappelhoff

Senior Director, Strategic Finance

Become the strategic partner your business needs

Fewer spreadsheets, faster planning, better decisions