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CFO Spotlight

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Metrics That Matter

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Everything You Need for a CFO Dashboard: Examples, Key Metrics + Templates

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Dashboards are only as good as the insights they help you get about the business. That’s why your CFO dashboards shouldn’t just show you “what” the numbers are — they should also help you understand the “why” behind them. Learn how to build effective CFO dashboards that solidify your role as strategic business partner.

How to Run a Board Meeting: A Guide for Business Leaders

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Learning how to run a board meeting effectively starts with the right preparation. Finance needs to embrace a strategic approach, focusing on proactively measuring the metrics that matter to the business and aligning with departments to focus on your company’s financial and growth narratives. 

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Scenario Planning Tools

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The 4 Best Scenario Planning & Analysis Tools for 2023

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Sensitivity Analysis vs. Scenario Analysis

Sensitivity Analysis vs. Scenario Analysis: What’s the Difference?

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What-If Scenario Analysis

How to Get the Most Out of What-If Scenario Analysis

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Scenario Planning Guide

Scenario Planning Explained: Definition, Process & Best Practices

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The Key Steps to Recession-Proof Your Business

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Ensure your business is recession-proof by planning ahead so you’re ready to adjust for any economic scenario. Proactive measures include a strong financial tech stack that allows you to easily collaborate with business partners and identify forward-looking insights that help weather the economic storm. 

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Revenue Bridge

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How to Build a Revenue Bridge Chart

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Profit and Loss Waterfall

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Income Statement (Profit and Loss) Waterfall Chart Guide

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Sales Pipeline Waterfall

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How to Create a Sales Pipeline Waterfall Chart

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How to Build a Bookings to Cash Waterfall

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Financial Waterfall Chart Guide

Financial Waterfall Chart Guide: How to Create Different Waterfall Charts and Models

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SaaS Revenue Waterfall

How to Create a SaaS Revenue Waterfall Model with Cohorts

Create New AE Cohort Waterfall in 3 Minutes

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Planning and forecasting revenue has never been this easy. Combine complex metrics to accurately forecast account exec cohort performance over time all in a matter of minutes.

Forecast ARR based on Rep Activity in 3 Minutes

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Tracking ARR bookings is essential to planning your company's future success. Combine dynamic headcount metrics from your HRIS with sales rep ramp and quota to accurately predict and plan your revenue. 

Do Scenario Planning in 3 Minutes

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Markets change fast. You need to act faster. Mosaic’s lightning fast scenario planning enables your finance team to work proactively instead of reactively.

Build an ARR Model in 5 Minutes

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How fast can you build an ARR snowball model? Mosaic can save hours and even whole days by helping you model your business in minutes.

Create an ARR Bookings to Revenue Waterfall Model in 3 Minutes

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Mosaic simplifies your most complex workflows. Forecast your ARR with waterfalls and cohorts in a matter of minutes.

Build Your Board Deck  Presentations in 3 Minutes

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Dreading your next board deck? Mosaic makes building board decks a breeze. Pull, organize, and share the metrics your board cares about in under 3 minutes.

What Is Financial Reporting and How Can You Use It to Tell the Right Narrative

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Your financial statements set the foundation for strong financial reporting, as they account for every dollar in and out of the business. Yet strong financial reporting means knowing how to make the reports come alive for your audience. Learn how your business benefits from deeper financial reporting and analysis.

Meet Topline Planner in 2 minutes

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Forecast revenue from the ground up using custom formulas and real-time data to nail your growth targets.

Lauren Bahr, VP of Finance at Occupier — Death to Spreadsheets?

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Lauren Bahr, VP of Finance at Occupier, discusses the destiny of spreadsheets and Excel, why people still use them despite technological advances, how to keep the finance and accounting professions alive, and why the future of finance lies in automation. 

Paul Barnhurst, The FP&A Guy — The Rapid Growth of Third-Gen FP&A Tools

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Paul Barnhurst, the founder of The FP&A Guy, discusses the gaps in third-gen FP&A tools, why MS Excel is not going anywhere anytime soon, and the four pillars of FP&A tool evaluation that will help you scale your company.

Enrique Esclusa, Co-Founder of Assemble — A Complete Guide to Headcount Planning

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Enrique Esclusa, a co-founder at Assemble, discusses headcount planning and compensation strategies, the disadvantages of using spreadsheets, and the key pain points of workforce planning.

Daniëlle Keeven, VP of Finance at Paddle — The Most Interesting Conversation on SaaS Tax Compliance

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Daniëlle Keeven, the VP of finance at Paddle, discusses the importance of tax compliance and subscription legislation for tech companies, how to perform audits effectively, and why collaboration between departments is vital.

Jenny Jao, Finance at Sprig — How to Build a Flexible Operating Model

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Jenny Jao, the Head of Finance at Sprig, discusses the work she did to build a flexible operating model for the business. She dives into the benefits of model flexibility, the challenges of building the model, and how she collaborates with business leaders to bring strategic value to Sprig.

Matt Wolf on How Organizational Transparency Creates Trust at the Workplace

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Matt Wolf, the CFO of ChartHop, discusses the benefits of organizational transparency, some potential challenges, and why it ultimately benefits the company in terms of stronger employee retention.

Taylor Davidson on Building an Early-Stage SaaS Financial Model

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Taylor Davidson, financial modeling expert and founder of Foresight, discusses the core building blocks of an early-stage SaaS financial model and why flexibility and customization are vital elements of model creation as a business grows.

What Is Budget Allocation and How to Allocate Budget Correctly

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If you want to pave a path toward sustainable growth, you need to embrace agility and proactivity — and one way to do that is by improving budget allocation processes. Learn how more effective budget allocation creates a path for agile, strategic spend management decisions.

Russ Jones on Turning Finance into a True Strategic Partner

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Russ Jones, former CFO of Shopify, discusses what it was like to build a finance team at a hypergrowth company and the keys to developing strategic partnerships across the organization.


December Product Release: Making this Planning Season the Easiest One Yet

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Modern Finance teams can lead their businesses through volatile market conditions by bringing new financial insights, ideas and options to business leaders… in time to actually take action. And that’s certainly true as you make your way through the thick of planning season right now. Join this webinar to learn how our latest round of new features will make this planning season the best one yet.

How to Build (and Improve Upon) Salesforce Reports and Dashboards

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Salesforce should be your source of truth for go-to-market and ARR data, but it can’t satisfy all reporting needs. Taking Salesforce reports and dashboards to another level requires context from your other source systems. Let’s explore what Salesforce offers with reports and dashboards tutorial and dig into areas where you can go deeper.  

8 Customer Success Metrics Every SaaS Company Needs to Track

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The best customer success teams don’t just retain customers — they find ways to drive revenue growth through upsells and cross-sells. Learn how to proactively measure customer engagement and revenue retention with the 8 essential customer success metrics for SaaS companies. 

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.

Amy Garefis on Scaling Accounting from Startup to Wall Street

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Amy Garefis, Chief Accounting Officer at ZipRecruiter, discusses the stages of scale for accounting teams from Series A to a public listing and explains how to build business partnerships that increase accounting's strategic value.


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.

Planning Season Q&A: Get Answers to Your Toughest Questions for 2023

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You're in the thick of 2023 planning season — have any questions? Join our panel of finance, sales, and ops experts for a Q&A session, where they answer some of the toughest planning season questions straight from the audience. If you have a question, be sure to submit it so we can get to it.

Take your Cash Management Game to New Heights in 2023

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Finance is always looking for more insights into how efficiently the business is billing and collecting cash from customers, what levers they can pull to improve cash flow and runway, and how that ties into the overall financial performance of the business. 

To do that, they need to have the right data, tools, and techniques at their fingertips.

Cautious Capital: 5 Growth Efficiency Metrics Every SaaS Company Needs Now

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The SaaS industry has shifted from a multi-year era of "growth at all costs" strategies and highly available venture funding to a new era of cautious capital. This webinar will highlight the five most important SaaS growth efficiency metrics that companies need to track if they want to thrive in the months and years ahead.

The Pitfalls of Sales Forecasting (and What to Do About Them)

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Accurate revenue projections set the stage for the entire company-wide plan — which puts a lot of pressure on revenue and finance leaders to get it right. And yet, inaccuracies run rampant. This webinar will focus on the details of effective sales forecasting by walking through some of the pitfalls that lead to those inaccuracies.

NetSuite Report Builder: How to Tell Your Unique Financial Story

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Out-of-the-box financial reports in ERPs like NetSuite give you a basic foundation of insights about a business. But strategic finance leaders have to go a step further. Learn how Mosaic Custom Reports take NetSuite financial reporting to the next strategic level.

Monthly Demo

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Join Mosaic every third Tuesday of the month for a live demo of the real-time Analytics and Planning platform. During these small-group demos, we'll dive into the platform and show you how to leverage Mosaic to tackle some of the most difficult challenges in finance.

Office Hours

Join Mosaic Office Hours on the last Wednesday of every month. During these interactive, small-group sessions, we'll dive into how you can leverage Mosaic to tackle some of the most difficult challenges in finance.



The 12 Most Important Operational Metrics to Track in SaaS

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Operational metrics keep a pulse on business health and the efficiency of workflows and resource utilization. Learn more about the 12 key metrics and KPIs for efficient, sustainable growth.

Finance's Complete Guide to CRM Hygiene

Finance's Complete Guide to CRM Hygiene

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