2025 financial planning blueprint
Download this blueprint and complete guide to nailing the 2025 annual planning process.
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Have you met Bob?
Watch this 3-minute demo to see how Bob powers productivity, engagement, and retention.
Sales capacity planning and modeling guide–with template
The most strategic finance teams build models with collaboration in mind. But that can be…
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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
Forecast how bookings convert into GAAP revenue with this best-practice framework, so you can spend…
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Financial waterfall bundle template
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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
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
In strategic finance, you’re constantly balancing two priorities: clearly presenting past performance and forecasting what’s…
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Sales capacity model for top-line planning
Download our template to build a sales capacity model.
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SaaS metrics cheat sheeet
Download our new cheat sheet for for critical SaaS metrics.
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Board deck template
Make your next board meeting smoother and more impactful with our board deck template—packed with…
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P&L + headcount model
Download the P&L + headcount model template for your financial planning.
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