Financial tools

Sales Capacity Planning: How to Model Sales Capacity

Sales capacity planning and modeling guide–with template

The most strategic finance teams build models with collaboration in mind. But that can be tricky when you're working with something as flexible—and complex—as a top-line plan. Learn how to create a clear, effective sales capacity model for top-line planning…

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saas-revenue-waterfall-model, business-professionals-discussing-strategies

How to create a SaaS revenue waterfall model with cohorts

Any planning process often follows the same routine for finance teams—aggregating and manipulating data, spending…

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Bookings to Revenue Waterfall Template

Bookings to revenue waterfall template

Forecast how bookings convert into GAAP revenue with this best-practice framework, so you can spend…

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Financial Waterfall Template Bundle

Financial waterfall bundle template

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saas-financial-model-template, business-meeting-dashboard-analysis

The dangers of one-size-fits-all SaaS financial models

SaaS financial models can be uniquely complex—largely due to the intricacies of recurring revenue. Templates…

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ARR Snowball Model for Top-Line Planning

ARR snowball model for top-line planning

Download this free ARR snowball model template to get a head start on top-line planning.

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Financial waterfall chart guide: how to build and use waterfall charts and models - Financial-Waterfall-Guide-lobby-image.png

Financial waterfall chart guide: how to build and use waterfall charts and models

In strategic finance, you’re constantly balancing two priorities: clearly presenting past performance and forecasting what’s…

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saas metrics, cheat sheet

SaaS metrics cheat sheeet

Download our new cheat sheet for for critical SaaS metrics.

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Board Deck Template

Board deck template

Make your next board meeting smoother and more impactful with our board deck template—packed with…

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