Insights and Strategies for FP&A Leaders

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

Blogs

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Guide

8 min

AI spending without the surprises: a CFO's guide to controlling AI token costs

Alok Goel

CEO/CFO & Co-founder

Guide

Top 10 alternatives to Excel for FP&A: Comparison and buyer’s guide

Jason Patraj

Solutions Architect - EPM Software

Announcement

3 mins

The Insider's Bet: Why EL ROI Advisory Went Exclusive with Drivetrain

Praveen Rajaretnam

Head of Product Marketing

Finance Metrics

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Contracted Annual Recurring Revenue

Contracted ARR measures total recurring revenue under contract, both active and signed-but-not-yet-live, normalized to an annual value. It gives SaaS companies a forward-looking view of committed revenue.

Pass-through Costs

Pass-through costs are expenses you incur on behalf of customers and pass them along at the time of billing, typically at or near the actual cost. In most cases, these costs are associated with third-party goods or services that are tied to a specific client or project. The primary goal of pass-through costs is reimbursement rather than value creation. While pass-through costs are typically billed at or near cost, companies may charge an explicit and separately disclosed markup or handling fee depending on contract terms.

Sales Cycle Length (SCL)

Sales Cycle Length (SCL) is the number of days it takes to close an individual deal from the first meaningful prospect interaction to a signed contract.

Days Payable Outstanding (DPO)

Days payable outstanding (DPO), also known as days creditors outstanding, measures how long a company takes to pay its vendors and suppliers.

Customer Retention Cost (CRC)

Customer retention costs (CRC) measures the money a SaaS business spends to keep its existing customers. It includes all expenses related to ensuring customer success and satisfaction.

Customer Engagement Score (CES)

Customer engagement score (CES), also known as engagement score, is a single quantitative metric that measures how actively customers interact with a company's products or services based on their usage patterns and behaviors.

Guides & Whitepapers

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Guide

A step-by-step guide to creating a New Business ARR Plan

Check if your business is well-positioned to focus on New ARR growth and learn how to build a top-down New Business ARR plan that is aligned with overall business objectives and targets.

whitepaper

The State of AI in FP&A: What’s Working, What’s Next

Discover how FP&A teams are adopting AI, from tools and skills to policies and gaps. Get data-backed insights to stay ahead in the era of AI-driven finance. Learn from real use cases shared by 150+ finance professionals.

Guide

SaaS Metrics Based Planning: A proven top-down approach to modeling your revenue

Find out how fast-growing SaaS companies are adopting the SaaS KPI Based Planning approach to significant time and effort throughout the planning process, driving faster alignment and creating more efficiency.

Cheatsheets & Templates

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template

SaaS metrics based planning: A template for top-down revenue planning

Fast-growing SaaS companies are using a new, proven approach to modeling revenue with just five core SaaS metrics and the Rule of 40. This template will show you how to use it to shorten the planning cycle and drive greater efficiency in your business.

template

Streamline your workforce planning with our free headcount and payroll model template

With the ever-changing nature of the typical workforce, tracking your company’s headcount requirements, payroll expenses, and labor costs can be pretty complex. Whether you’re developing strategic hiring plans or evaluating cost-saving opportunities, our free and flexible headcount and payroll model template will make it easier.

template

Cash Flow Projection Model Excel Template

Cash flow is the lifeblood of your business. Purpose built for SaaS, our cash flow projection model template makes it fast and easy to get a granular view of how money moves in your business so you can more fully optimize your working capital management.

Webinars & Events

Cash Flow Forecasting Masterclass: Carl Seidman’s Advanced Techniques & Best Practices

Learn how to model A/R and A/P amounts and timing accurately using proven techniques, and best practices you can quickly apply to your own cash flow forecasts.

webinar

17 apr, 2026

Master Excel Copilot's Latest AI Features with Christian Wattig

Learn how to model A/R and A/P amounts and timing accurately using proven techniques, and best practices you can quickly apply to your own cash flow forecasts.

Insights and Strategies for FP&A Leaders

Blogs

Finance Metrics

Contracted Annual Recurring Revenue

Pass-through Costs

Sales Cycle Length (SCL)

Days Payable Outstanding (DPO)

Customer Retention Cost (CRC)

Customer Engagement Score (CES)

Guides & Whitepapers

A step-by-step guide to creating a New Business ARR Plan

The State of AI in FP&A: What’s Working, What’s Next

SaaS Metrics Based Planning: A proven top-down approach to modeling your revenue

Cheatsheets & Templates

SaaS metrics based planning: A template for top-down revenue planning

Streamline your workforce planning with our free headcount and payroll model template

Cash Flow Projection Model Excel Template

Webinars & Events

Cash Flow Forecasting Masterclass: Carl Seidman’s Advanced Techniques & Best Practices

Master Excel Copilot's Latest AI Features with Christian Wattig

ChatGPT for FP&A: A Hands-On Masterclass ft. Nicolas Boucher

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