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The 10 SaaS Metrics You Didn’t Know You Needed

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The library of metrics finance leaders need to manage is always growing. Check out these 10 SaaS metrics you didn’t know you needed.

Better Together: NetSuite + Mosaic

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You have more options than ever before to build out your finance tech stack. But with so much overlap between tools, it can be tough to understand the differences between them — and the value of bringing them together. Here, we dive into why NetSuite and Mosaic, in particular, are better together. 

The Playbook for Board and Investor Communications

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In times of economic uncertainty, the strategic bond between business leaders and investors should be stronger than ever. We tapped into the expertise of 7 finance-leaders-turned-founders to build a playbook for making that happen.

The Anatomy of a Strategic Finance Function

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Finance is expected to be a partner in strategic decision making. But it’s hard to break the mold of backward-looking reporting. Learn how to propel your business forward with the CFO's Guide to Creating a Forward-Looking Operation.

2022 B2B SaaS Benchmarks Report

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Learn how your financial and operational metrics stack up against other B2B SaaS companies. Get personalized, cohorted benchmarks according to your company profile.

The 2023 Financial Planning Blueprint

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Download this blueprint and complete guide to nailing the 2023 annual planning process. (Plus, get tips for keeping your plan fresh throughout the year.)

SaaS Metrics Cheat Sheet

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Download this cheat sheet for easy access to definitions, calculation formulas, and quick tips for 24 of the most important SaaS metrics. 

Finance's Complete Guide to CRM Hygiene

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Download this guide to learn where CRM setup can go wrong, the five universal rules of CRM hygiene, and how clean revenue data unlocks strategic insights.

25 Days of SaaS Metrics — Email Course

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Gear up for the new year by joining us for 25 days of SaaS metrics. Every day, you'll get an email delivered to your inbox, helping you master the metrics that matter most to your SaaS business. Don't miss out on formulas, benchmark data, expert tips for analysis, and more.

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Weathering the Storm Digital Ebook

Weathering the Storm

Finance has an opportunity to be the compass that guides companies through this economic storm. Learn how to uncover strategic insights and make actionable recommendations to leadership about what to do next in this market downturn.

Weathering the Storm: How Finance Can Guide Companies Through a Down Market

Scaling Your Finance Team: How to Grow Strategic Finance from Zero to IPO

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Most companies wait far too long to invest resources in the finance function. Learn how to grow your team effectively from the very first hire all the way to IPO and turn finance into the strategic powerhouse it should be.

2022 SaaS Performance Reporting Benchmarks

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Ensure you’re focused on the metrics that matter most to your company’s success and know how to effectively analyze them. Learn how to improve your reporting processes and be a more strategic partner to the rest of the business.



The Modern Buyer’s Guide to Strategic Finance Software

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Finance is finally gaining access to tools that address the core challenges of supporting a modern business. But which one is right for your org? Get this software comparison deep-dive to make the best buying decision possible.

The CFO’s Path to a Strategic Seat at the Table

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Stop spending weeks putting together backward-looking reports only for the rest of the business to push them aside. Learn how to adopt an agile planning process to help earn you a more strategic seat at the table.

The Modern Financial Planning Blueprint

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Don’t spend weeks building your annual plan just for it to go stale on day 1. Learn how to take a more agile approach to planning and be the strategic partner that your business needs.



The Startup’s Guide to Finance Fundamentals

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So much responsibility rests on the shoulders of finance, yet in the early days, it can feel like there is no getting ahead. Learn how you can go from small and lean to a strategic finance machine.



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Accrual Accounting

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A Guide to the Accrual Accounting Method: Tips and Examples for SaaS Companies

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Accrual accounting is the GAAP-compliant way to maintain your books. If you don't have the basics of accrual accounting down pat, you risk building a shaky foundation for decision-making across the business. Here's how to make that foundation rock solid.

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SaaS Revenue Recognition

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Revenue Recognition Guide for SaaS Businesses in 2023

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The FASB introduced new standards for revenue recognition to make the process more standardized across industries and offer more cohesive guidelines. But that doesn't mean it made SaaS revenue recognition easier. Learn the ins and outs of recognizing revenue from your contracts under ASC 606 accounting principles.

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SaaS Accounting Software

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11 Software Solutions to Improve Your SaaS Accounting Processes

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For years, finance and accounting teams were left behind the tech revolution that swept through businesses of all sizes. But times have changed. Don't stay bogged down in manual processes and tedious tasks. Implement new SaaS accounting software to elevate the strategic value of your work.

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GAAP Financial Statements

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GAAP Financial Statements & Generally Accepted Accounting Principles for SaaS

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If you're running accounting for a high-growth SaaS business, you need to know the ins and outs of generally accepted accounting principles (GAAP). Read this overview of all things GAAP so you can ensure your companies numbers are always accurate and compliant.

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SaaS Accounting Guide

SaaS Accounting Guide: Best Practices & Principles

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Accountants can be so much more than back-office number crunchers bogged down by compliance structure and data aggregation. But traditional workflows have to change if you want to elevate your role in the business. Read through this guide to learn how to balance compliance with strategic SaaS accounting to add more value to your business.

7 Tips for Connecting with SaaS Investors

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Building a strong network of knowledgeable investors helps your SaaS business raise the funds necessary to grow the business. Learn how to connect with the right investors and show them your business is worth their investment. 

Static Budgets Explained: What They Are, When to Use Them and How to Make One

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A static or fixed budget stays the same throughout the accounting period and acts as a benchmark for business performance. And while static budgets provide a foundation for a company’s budgeting process, they’re not always appropriate for every SaaS company. Learn how you can push static budgets to the next level with strategic insights that enable sustainable growth across the organization. 

New to Mosaic: Snowflake Integration to Unite All Your Data

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As of today, there's now a direct integration between Mosaic and Snowflake. Mosaic users can now automatically sync operational business data directly from the data warehouse to analyze it and plan around it in Mosaic metrics, canvases, and models. 

Mosaic Named to 2023 SMBTech 50 by GGV Capital

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GGV Capital, along with Crunchbase and 27 venture capital firms, recognize companies supporting the growth of small and medium-sized businesses each year in the SMBTech 50. Mosaic was named to the 2023 list alongside companies like Ramp, Merge, Gusto, Drata, and Carta. 

Mosaic’s Guide to Creating Metrics and Custom Dashboards with Metric Builder

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Every business is unique — and your metrics should be, too. Finance teams need to be able to quickly and easily build the custom metrics that matter most to them to uncover insights and answers that drive performance. But it's easier said than done. Learn how to create metrics the modern way.

Meet Metric Builder: Unlocking Infinite Possibilities with Your Data

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Today, we’re announcing our biggest product release since we first launched Mosaic. Meet Metric Builder, a new way to build and customize metrics for the nuances that make your business special. Get a demo today and learn how to unlock the full potential of your financial and operational data.

A Guide to the Strategic Budgeting Process in SaaS

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When it comes to budgeting and financial planning, today’s SaaS companies can benefit from greater flexibility and improved cost control. Traditional processes won’t get you there. Learn more about strategic budgeting, and how it helps high-growth companies continue making proactive, strategic decisions.

Flexible Budgeting Explained: Definition and Tips for SaaS

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Flexible budgeting is a dynamic budgeting model that allows you to adjust to changes in costs and revenue in real time. But don’t get caught up in comparing this type of budget to other types. What’s more  important is to apply the principles to certain parts of your budget.

Guide to Rolling Budgets: How To, Pros & Cons, Examples

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Traditional budgeting is far too rigid (and limited) for modern SaaS businesses. These companies need a budgeting method that can keep up with trends and fluctuations in the larger market — which is exactly what rolling budgets offer. And embracing software and automation can make them easier to adopt at any growth stage.

Financial Close Management Software: The Best for 2023 and How They Drive Efficiency

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The month-end close process can be unnecessarily long and complex without the help of automation to simplify data collection and make the entire process easier. With the right month-end close software, you get the dependable, real-time information you need to proactively make the strategic financial decisions that move your business forward.

Simple Guide to Business Budget Analysis with Examples

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Budget analysis is the backbone of your financial management. With the information you glean from budget analysis, your company can avoid overspending, understanding, and problem-solve any budgetary concerns. Learn how to make budget analysis as seamless as possible by making sure your source systems are integrated so you can focus on finding insights in your analyses.

How to Structure Your SaaS P&L Statements

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A SaaS company’s P&L statement covers all the financial vital signs of the company. This article goes over the components of SaaS P&L, how to set one up, and provides tips to get the most impactful insight from your P&L statement. By the end, you’ll know everything you need to take your next steps toward superior P&L management.

18 Best Software and Tools for Finance Teams and Managers in 2023

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The world of finance software has grown so much bigger than spreadsheets. But we’re getting to a point where the market is so crowded that figuring out which tools will best support you and your team can be tough. The article also highlights the best 18 software tools that finance teams and managers can use to make finance more agile and data-driven.

A 13-Step NetSuite Implementation Guide

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Here, we highlight the challenges that SaaS companies face in managing their financial and operational processes, and how NetSuite (especially when paired with Mosaic) can help them overcome these challenges by providing a comprehensive and integrated solution.

The 5 Best Business Budgeting Software & Tools for SaaS Businesses in 2023

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While conventional budgeting software has its benefits, it's limited by siloed information and doesn't provide a full view of cash flow movement. Early-stage and mid-market SaaS companies will have more success with budgeting software like Mosaic, which makes all of the right financial information available to the right people at the right time.

P&L Management Explained: What Your Business Needs to Know About Profit and Loss

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Successful SaaS companies know how to invest their capital efficiently to drive growth. And your P&L statement is a gold mine of opportunities — if you know where to look. Learn how to turn your income statement into a strategic asset that helps you drive growth for your business.

The Annual Guide to SaaS Business Benchmarking

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SaaS benchmarking helps you track how your business is performing against similar companies in your field or against your own data to learn what is and isn't working for the company’s financial and operational efficiency. Both facilitate proactive, strategic decision-making for improved performance down the line.

Incremental Budgeting Explained: What It Is & When You Should Use It

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While it’s easy to implement, incremental budgeting isn’t necessarily the best approach for high-growth companies. That’s because incremental budgets are predominately geared toward large organizations in a steady state rather than ones trying to grow exponentially. Still, understanding how to use incremental budgets as a baseline tool can help you build a growth plan.

What Is the Difference Between Financial Forecasts vs. Projections?

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Differentiating between forecast vs. projection can be tricky since the terms seem similar at first glance. However, you prepare forecasts based on what you expect to happen in the future. On the other hand, you use projections for what-if scenario analysis, so estimates change under each scenario.

How to Get More Out of Your Salesforce QuickBooks Integration (and Steps for Setup)

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Integrating your Quickbooks ERP with your Salesforce CRM is essential for helping you access all the data you need to track your company’s growth and success. But integrating these source systems with a strategic finance platform like Mosaic allows you to truly get the full picture of your business.

NetSuite Salesforce Integration Guide: How to & Best Practice

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NetSuite Salesforce integration helps you see how your company’s performing. But integrating these systems with Mosaic provides the full financial picture so you get strategic insights about the metrics that matter. Learn how the right access to more data supports proactive decision-making and forward-looking planning to take your business further.  

Netsuite Hubspot Integration (Requirements, Steps, and How to Simplify)

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Connecting NetSuite and HubSpot is a must for growing SaaS companies. But it’s easier said than done. This article covers the how and why of integrating them. Plus we cover additional tips to help you get more from your tools.

How To Create an Annual Operating Plan for Your SaaS Business

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Annual planning season can be rough for executives, finance leaders, and department leaders alike. But the companies that effectively generate a solid annual operating plan set themselves up to hit their goals. Learn how to build an AOP that checks all the boxes. 

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FP&A Team

FP&A Team, Structure, Roles, and Responsibilities

Companies often underinvest in FP&A because they view it as a function for back-office scorekeeping. But you have the potential to drive strategic value for the business if you assemble your FP&A team effectively. Learn how to build an FP&A team from first hire to IPO and how to set it up for success as a true partner to the business.

FP&A Modeling

FP&A Modeling: 8 Models for Financial Forecasting

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You could spend a lifetime trying to master every niche FP&A modeling use case. But your ability to build beautiful models will only get you so far. What’s more important is matching your models to the strategic needs of the business. Learn how to build practical financial models and which ones are most common for high-growth SaaS companies.

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FP&A Best Practices

9 FP&A Best Practices & Tips from the Pros

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Don’t get stuck in the cycle of backward-looking reporting and drawn out planning cycles. We pulled insights from 9 finance leaders to assemble this list of FP&A best practices and tips that can elevate your role as a strategic finance leader. Find out how the best leaders set themselves apart from the norm.

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FP&A Guide

What Is FP&A? The Complete Guide to Financial Planning and Analysis

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Financial planning and analysis (FP&A) is supposed to be the forward-looking side of the finance function. But these teams aren’t always given the appreciation they deserve. Learn the value of an effective FP&A team, the challenges for clearing that bar, and how to elevate your position as a strategic partner in the business.

The Complete Guide to the QuickBooks HubSpot Integration

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The QuickBooks HubSpot integration can be confusing for someone who’s never set it up — not to mention, certain data points remain unclear even after the software is integrated. Fortunately, Mosaic bridges the gap between QuickBooks and HubSpot to streamline all your financial data and provide a full picture of your business.

How to Write an Investor Update — Important Tips and Examples

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Investors can offer a wealth of strategic value to your business beyond cash — and to get the most out of them, you should communicate the business’s growth narrative efficiently. Read more on how to provide regular investor updates with key information that allows investors to offer the right expertise at optimal times.

The Best Dashboards for SaaS Businesses (with Examples)

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SaaS dashboards foster strategic growth so long as they’re set up effectively. This article shows you what they are, what makes them so powerful, and how to use them. Plus, we walk you through four example dashboards so you can see what sets a great SaaS dashboard apart.

The Best Sales Dashboards for Tracking Performance

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A great sales dashboard provides sales managers with the data they need to monitor performance, adjust sales strategy, and drive revenue growth. We cover what finance and sales managers need to know to build and use an effective sales dashboard — plus three examples to help you get started.

Better Together: NetSuite + Mosaic

Better Together: NetSuite + Mosaic

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Better Together: NetSuite + Mosaic

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The 10 SaaS Metrics You Didn’t Know You Needed

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