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Resources_Podcasts

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 Set Up)

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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.

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.

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

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FP&A Team, Structure, Roles, and Responsibilities

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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.

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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 need to 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 SaaS Companies

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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.

Operational Finance: Blending the Operational CFO and Strategic CFO

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There are two sides of the finance function coin — the operational side and the strategic one. When you're looking for a leader, is one specialty better than the other? The truth is that the best finance leaders strike the perfect balance between both (especially now). Learn what that means and how to blend the two sides more effectively.

The Best Executive Dashboards for Business Leaders and CEOs

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The perfect executive dashboard is tailored to the user's needs and makes data functional, meaningful, and actionable. Read more about what an executive dashboard should look like, what KPIs it should include, and how it should function — plus three examples of effective dashboards to get you started.

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

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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Bookings to Cash Waterfall Model

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

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.

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.

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.

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.

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.

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.

Weathering the Storm Digital Ebook

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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

Accounts Receivable KPIs: 7 Crucial Metrics To Track

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The efficiency of your accounts receivable processes dictates whether or not your company can maintain strong cash flow. Even if your top-line revenue is growing, inefficient AR processes will make you feel like you're constantly strapped for cash. Don't let inefficient collections hold your growth strategies back. Track the right accounts receivables KPIs to understand the efficiency of your billings and collections workflows.

Financial Storytelling: How to Tell a Better Story with Your Numbers

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Financial storytelling allows you to find the “why” behind your numbers and is the difference-maker for better decision-making. These financial storytelling examples provide insight into how to improve your storytelling to become a true strategic finance partner. 

Tax Provisioning Simplified: A Guide for Businesses

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Tax provisioning is a complex yet vital process that has a huge impact on your growth goals. Learn how you can get more accurate estimates and calculations with reliable data that propels your leadership team toward better-informed decisions. 

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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.

Cash Flow Analysis: Definition, Importance, and How to Perform It in Minutes

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Cash is king, and cash flow is a business’ hourglass: Once cash runs out, the business is done. With executive leadership checking on cash flow every week, it needs to be readily available at a moment’s notice. Here’s how you can get there with Mosaic.

What Is Spend Forecasting and How Can It Benefit Your Business?

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A company's future relies on its runway and cash burn. Spend forecasting with a deeper strategic eye drives more informed decision-making, reduces costs, and optimizes headcount planning for ultimate revenue growth.

Revenue Forecasting & Planning Guide: 4 Models For Planning Your Top Line

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Revenue forecasting is the toughest part of any planning process — but it’s also the most critical. Learn how to model your top line effectively and take advantage of Mosaic’s new Topline Planner to streamline the process.


Top-Line vs. Bottom-Line Growth: How to Analyze and Improve Each

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Your income statement's top line and bottom line tell two different stories. But when you dig into the numbers, you can leverage each one to make more informed, strategic decisions around the business. 

How to Build a SaaS Pitch Deck That Will Impress VCs and Investors

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Your SaaS pitch deck can be the difference between a great VC pitch or a poor one. Pitch decks shouldn’t be a backwards-looking report on the business — rather, they show the future growth and potential of your business. Here’s how to build a SaaS pitch deck that grabs investors’ attention.

Announcing SOC 2 Compliance: A Critical Step in Serving Our Customers

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Mosaic is proud to announce the completion of a SOC 2 Type II audit. This process is helping us build trust with some of the world's fastest-growing companies and shows our commitment to data security.

The CFO Software Stack: A Guide to Building Your Modern Toolkit

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The CFO software stack can make or break a business’ growth. Discover what systems you need to get the most strategic insight from your financial tech stack so you can start driving growth for your business.

Customer Retention Analysis: A Guide for SaaS Businesses

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It’s one thing for finance to report what retention metrics look like. But the real value is when you dig deeper. Strategic finance teams use customer retention analysis to proactively identify issues in the business and help guide solutions.

Financial Modeling Software: A Buyer’s Guide to the Best Solutions

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Financial modeling software promises to pull some of the most complex work your team does out of Excel. But will it actually improve your workflows? Discover how finance modeling software paves the way for forward-thinking strategies and how to evaluate different solutions.

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