Sign in

Request a demo

Register Now

Join our panel of experts as they answer your most challenging questions for 2023 planning.

mosaic-footer

CFO Spotlight

Financial Insights

Metrics That Matter

Strategic Planning

News

Blog

Videos

Podcasts

Templates

Webinars

Ebooks

Financial Analysis

Financial Modeling

Top-Line Planning

Collaborative Budgeting

Cross-Functional Insights

Close & Consolidation

Investor & Board Reporting

Resources_Videos

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

Blog Header: CFO Dashboard

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

Blog Header: How to Run a Board Meeting

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. 

Speedometer icon

Scenario Planning Tools

Hub and Spoke Frame: Left Cells Yellow

The 4 Best Scenario Planning & Analysis Tools for 2023

Primary SVG 1920x1080 (1)

Hub and Spoke Frame: Right Cells Yellow

puzzle-icon

Sensitivity Analysis vs. Scenario Analysis

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

Primary SVG 1920x1080 (3)

Chess Board Check Mate

What-If Scenario Analysis

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

Primary SVG 1920x1080 (2)

chess-icon

Scenario Planning Guide

Scenario Planning Explained: Definition, Process & Best Practices

Blog Header: Scenario Planning Guide Hub

The Key Steps to Recession-Proof Your Business

Blog Header: Recession Proof Your Business

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. 

dollar-clock-icon

Revenue Bridge

Cells_Lilac_Sm

How to Build a Revenue Bridge Chart

Illo - Revenue Bridge

Cells_Lilac_Lg

Profit and Loss Waterfall

Hub and Spoke Frame - Blue Left

Income Statement (Profit and Loss) Waterfall Chart Guide

Illo - PnL Waterfall

Hub and Spoke Frame - Blue Right

Sales Pipeline Waterfall

Cells_Green_Sm

How to Create a Sales Pipeline Waterfall Chart

Illo - Sales Pipeline Waterfall

Cells_Green_Lg

Bookings to Cash Waterfall Model

How to Build a Bookings to Cash Waterfall

Illo - Bookings to Cash Waterfall

Dollar Sign Icon

Financial Waterfall Chart Guide

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

Illo - Financial Waterfall Bundle

SaaS Revenue Waterfall

How to Create a SaaS Revenue Waterfall Model with Cohorts

Create New AE Cohort Waterfall in 3 Minutes

MiM_newaecohort

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

MiM_arrbookings

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

MiM_scenarioplan

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

MiM_arrmodel

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

MiM_revenuewaterfallmodel

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

MiM_boarddeck

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

Blog Header: Financial Reporting

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

MiM_topline

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?

Role Forward Lauren Bahr - Thumbnail

Lauren Bahr Diamond 2x

Occupier Logo SVG

Occupier White Logo SVG

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

Role Forward Paul Barnhurst Thumbnail

Paul Barnhurst diamond

FP&A Guy Color Logo

FP&A Logo White

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

Role Forward Enrique Esclusa - Thumbnail

Enrique Esclusa headshot diamond

Assemble Logo Color

Assemble Logo White

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

Role Forward Danielle Keeven - Thumbnail

Danielle Keeven Diamond Headshot

paddle logo black

paddle white

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

Role Forward Jenny Jao - Thumbnail

Jenny Jao Diamond headshot

Sprig-Logo

Sprig-White-Logo 1

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

Role Forward Matt Wolf - Thumbnail

Matt Wolf Role Forward New

ChartHop logo

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

Role Forward Taylor Davidson - Thumbnail

taylor davidson diamond

Foresight

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

Blog-Main-1284x1220-2-1

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

Role Forward Russ Jones - Thumbnail

russ jones diamond

11597191761n5ghafjnrt-1-removebg-preview

shopify white

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

planning_season_webinar_listing_image

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

Blog Header: Salesforce Reporting

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

Blog header CS Metrics

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

Landing page inline image

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

Ebook Preview: Financial Planning Blueprint

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

SaaS Metrics Cheat Sheet landing page inline

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

crm_ebook

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

Role Forward Amy Garefis - Thumbnail

amy garefis diamond

170-1703109_the-logo-above-will-take-you-to-ziprecruiter-removebg-preview

ziprecruiter dark

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

25 days of saas metrics LP

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

planning_season_webinar_listing_image@2x

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

Webinar Image: Ordway Cash Management

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

growth_metrics

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)

Webinar_Resources

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

Blog Header: NetSuite Report Builder

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

Group 7237

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

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.

Categories

Types

Videos

Meet Mosaic in 2 minutes

Create a Due Diligence Checklist in 7 minutes

Make

business decisions

Categories

Types

Videos

Meet Mosaic in 2 minutes

Create a Due Diligence Checklist in 7 minutes

Make business decisions

Make

business decisions