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Driver-Based Planning: A Guide for Agile Forecasting and Budgeting

Driver-based planning keeps finance aligned with business partners. Learn how to set drivers vs. assumptions and make forecasting and budgeting more agile.

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Driver-Based Planning: A Guide for Agile Forecasting and Budgeting
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Strategic Planning
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Why Zendesk’s Former CFO Says Being Predictable Is One Key to a Successful IPO
CFO Spotlight

Why Zendesk’s Former CFO Says Being Predictable Is One Key to a Successful IPO

There are a lot of factors that go into a successful IPO. Learn why former Zendesk CFO Alan Black says being predictable is one of the most important.
Bijan Moallemi
Bijan Moallemi
Chief Executive Officer
The Golden Framework: An Intentional Architecture for FP&A
Strategic Planning

The Golden Framework: An Intentional Architecture for FP&A

Now is the time for finance to build an intentional architecture for managing business data. Here's what that means.
Joseph Garafalo
Joseph Garafalo
Chief Operating Officer
6 Moves That Got Zapier to $140M ARR with $1.4M in Funding
CFO Spotlight

6 Moves That Got Zapier to $140M ARR with $1.4M in Funding

How do you go from zero to $140M in ARR in 10 years with just $1.4M in funding? Learn 6 strategic decisions that helped Zapier make it happen.
Bijan Moallemi
Bijan Moallemi
Chief Executive Officer
Is Your SaaS Business Signalling Success? The SaaS Quick Ratio Can Tell You
Metrics that Matter

Is Your SaaS Business Signalling Success? The SaaS Quick Ratio Can Tell You

With the right context, SaaS quick ratio can help you understand the health of your business. Learn what it is and how to calculate it.
Steven Groccia
Steven Groccia
Head of Customer Success
The Post-Funding Round Dilemma: What to Do After the Big Raise
Financial Insights

The Post-Funding Round Dilemma: What to Do After the Big Raise

You just raised a round of funding. That's cause for celebration—but now what?
Joseph Garafalo
Joseph Garafalo
Chief Operating Officer
Rolling Forecast: A More Agile Option for Planning and Budgeting
Strategic Planning

Rolling Forecast: A More Agile Option for Planning and Budgeting

Rolling forecasts are critical tools for agile financial planning. And they're even more valuable when used in tandem with an annual plan. Find out why.
Joseph Garafalo
Joseph Garafalo
Chief Operating Officer
3 Ways Finance and HR Can Collaborate to Drive Company Strategy
Strategic Planning

3 Ways Finance and HR Can Collaborate to Drive Company Strategy

How can finance and HR team up to drive company strategy? Learn the 3 main ways that will help maximize returns on people investments.
Maria Barrera
Maria Barrera
Head of Growth and Partnerships, ChartHop
7 Tips for a Better Business Budgeting Process
Strategic Planning

7 Tips for a Better Business Budgeting Process

Learn 7 best practices that can make any business budgeting process smoother and set your business up for success.
Bijan Moallemi
Bijan Moallemi
Chief Executive Officer
4 Pitfalls of Doing Your Cohort Analysis in Excel
Financial Insights

4 Pitfalls of Doing Your Cohort Analysis in Excel

These four common pitfalls are why doing your cohort analysis in Excel is causing you headaches. Learn how to simplify the process.
Brian Campbell
Brian Campbell
Chief Product Officer
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