Templates
Board Deck Template
The only way to maximize value from board meetings is to come prepared each quarter with a clear, concise deck. But the process of making that board deck can be painful. So, we've taken our most requested asset and made it even better with added CFO insights, suggested metrics, and more! Use this clear and concise template to perfectly capture your company's story.
Profit and Loss Waterfall Template
Give your business partners better visibility into income statement data with this waterfall chart template. Use this template so you can visualize your data quickly without spending time setting up data tables or formatting charts in spreadsheets.
Revenue Bridge Chart Template
Be a better business partner by visualizing and communicating changes in revenue data more effectively with this bridge chart template. Use this template so you can spend less time formatting charts and more time collaborating with your stakeholders.
Bookings to Cash Waterfall Template
Cohort waterfalls bring more granularity and visibility to bookings to cash waterfall model. But they're complex, tedious, and time-consuming to build. Use this best-practices template to streamline the process and gain insight into your future cash flow.
Bookings to Revenue Waterfall Template
Cohort waterfalls are one of the best ways to forecast how bookings will turn into GAAP revenue. But building a bookings to revenue waterfall is complex, tedious, and time-consuming. This template gives you a best-practices structure so you don't have to start from scratch.
Sales Pipeline Waterfall Template
Visualize changes in your sales pipeline data in a way business partners can understand with this waterfall chart template. Sales leaders may have point-in-time pipeline data, but they often have gaps when it comes to period-over-period trends. This template will get everyone aligned on the numbers.
Financial Waterfall Template Bundle
Don't go chasing financial waterfalls. Streamline the process of building waterfall models and charts with this bundle of templates built by finance experts. These templates give you the tools to forecast effectively and visualize your data so you can focus more on telling the story behind the numbers.
Chart of Accounts Template
Make sure your chart of accounts is as clean as possible as your company prepares for high growth with this flexible template. While every CoA is a bespoke structure, this template nails down the basic best practices so you don't have to start from scratch.
Month-End Close Checklist
Streamline your month-end financial close process with this comprehensive checklist built specifically for growth-stage B2B SaaS companies. While there's no one-size-fits-all for closing the books, this template provides a strong foundation as well as the flexibility to customize it to your organization’s needs.
ARR Snowball Model for Top-Line Planning
The ARR snowball model helps forecast SaaS revenue based on bookings and customer retention. But it can be a pain to build and maintain one. Use this free plug-and-play template to get a head start on your top-line planning.
Sales Capacity Model for Top-Line Planning
The sales capacity model is one of the most common ways to plan top line revenue. But it can be a pain to build and maintain one. Use this free plug-and-play template to get a head start on your top-line planning.
