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Templates

Templates

Professional Services P&L Model Template

Welcome to Mosaic’s Professional Services P&L Model Template. This template provides a driver-based P&L financial model built specifically for the needs of Professional Services companies.

Templates

The Top 30 SaaS Metrics Calculator

Welcome to our Top 30 SaaS Metrics Calculator. This template provides definitions and formulas for some of the most popular SaaS metrics along with some dummy data so you can see the calculations come to life.

Templates

P&L + Headcount Model

Welcome to Mosaic's P&L + Headcount Model Template. This template provides a connected P&L financial model built specifically for the needs of growth-stage B2B SaaS companies.

Templates

SaaS Financial Model Template

While there's no one-size-fits-all financial model for every company, our B2B SaaS financial model template should give you a strong foundation as well as the flexibility to add or remove model components (formulas, metrics, drivers, etc.) as necessary for your organization. Start here instead of building from scratch.

Templates

Mosaic ROI Template

You’ve evaluated a few FP&A software solutions and you’ve shortlisted Mosaic as your favorite. But you still need to make the business case internally to justify the investment. The following guide will help build an ROI proposal that makes Mosaic a no brainer.

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.

Templates

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.

Templates

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.

Templates

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.

Templates

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.

Templates

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.

Templates

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.

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