Sign in

Request a demo

Register Now

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

mosaic-footer

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

Simple Guide to Business Budget Analysis with Examples

Blog Header: Budget Analysis

Budget analysis is the backbone of your financial management. With the information you glean from budget analysis, your company can avoid overspending, understanding, and problem-solve any budgetary concerns. Learn how to make budget analysis as seamless as possible by making sure your source systems are integrated so you can focus on finding insights in your analyses.

How to Structure Your SaaS P&L Statements

Blog Header: SaaS P&L

A SaaS company’s P&L statement covers all the financial vital signs of the company. This article goes over the components of SaaS P&L, how to set one up, and provides tips to get the most impactful insight from your P&L statement. By the end, you’ll know everything you need to take your next steps toward superior P&L management.

18 Best Software and Tools for Finance Teams and Managers in 2023

Blog Header: Software for Finance

The world of finance software has grown so much bigger than spreadsheets. But we’re getting to a point where the market is so crowded that figuring out which tools will best support you and your team can be tough. The article also highlights the best 17 software tools that finance teams and managers can use to make finance more agile and data-driven.

A 13-Step NetSuite Implementation Guide

Blog Header: NetSuite Implementation

Here, we highlight the challenges that SaaS companies face in managing their financial and operational processes, and how NetSuite (especially when paired with Mosaic) can help them overcome these challenges by providing a comprehensive and integrated solution.

The 5 Best Business Budgeting Software & Tools for SaaS Businesses in 2023

Blog Header: Business Budgeting Software

While conventional budgeting software has its benefits, it's limited by siloed information and doesn't provide a full view of cash flow movement. Early-stage and mid-market SaaS companies will have more success with budgeting software like Mosaic, which makes all of the right financial information available to the right people at the right time.

P&L Management Explained: What Your Business Needs to Know About Profit and Loss

Blog Header: P&L Management

Successful SaaS companies know how to leverage costs to produce bigger revenues. And your P&L statement is a gold mine of opportunities — if you know where to look. Learn how to turn your income statement into a strategic asset that helps you drive growth for your business.

The Annual Guide to SaaS Business Benchmarking

Blog Header: SaaS Benchmarking

SaaS benchmarking helps you track how your business is performing against similar companies in your field or against your own data to learn what is and isn't working for the company’s financial and operational efficiency. Both facilitate proactive, strategic decision-making for improved performance down the line.

Incremental Budgeting Explained: What It Is & When You Should Use It

Blog Header: Incremental Budgeting

While it’s easy to implement, incremental budgeting isn’t necessarily the best approach for high-growth companies. That’s because incremental budgets are predominately geared toward large organizations in a steady state rather than ones trying to grow exponentially. Still, understanding how to use incremental budgets as a baseline tool can help you build a growth plan.

What Is the Difference Between Financial Forecasts vs. Projections?

Blog Header: Forecasts vs Projections

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)

Blog Header: Salesforce Quickbooks Integration

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

Blog Header: NetSuite Salesforce Integration

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)

Blog Header: NetSuite HubSpot Integration

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.

How To Create an Annual Operating Plan for Your SaaS Business

Blog Header: Annual Operating Plan

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. 

chess-icon

FP&A Team

Hub and Spoke Frame: Left Cells Yellow

FP&A Team, Structure, Roles, and Responsibilities

Hub and Spoke Frame: Right Cells Yellow

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.

puzzle-icon

FP&A Modeling

FP&A Modeling: 8 Models for Financial Forecasting

H+S Header: FP&A Modeling

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.

airplaneIcon

FP&A Best Practices

9 FP&A Best Practices & Tips from the Pros

H+S Header: FP&A Best Practices

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.

Better Insight - Icon

FP&A Guide

What Is FP&A? The Complete Guide to Financial Planning and Analysis

H+S Header: FP&A Hub

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

QuickBooks HubSpot Main

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

Blog Header: Investor Update

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)

Blog Header: SaaS Dashboard

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 Tracking Performance

Blog Header: Sales Dashboard

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

Blog Header: Operational Finance

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

Blog Header: Executive Dashboard

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

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

The 4 Best Scenario Planning & Analysis Software Tools for 2023

Primary SVG 1920x1080 (1)

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)

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

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.

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.

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. 

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.

The 12 Most Important Operational Metrics & KPIs to Track in SaaS

Blog Header: Operational Efficiency Metrics

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.

Accounts Receivable KPIs: 7 Crucial Metrics To Track

Accounts Receivable Blog Main 1284x1220

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

Blog Header: Financial Storytelling

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

Blog_Tax-Provisioning_v2

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. 

[TESTING FEATURES] - NO INDEX

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

Blog_Cash-Flow-Analysis_v2

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?

Blog_Spend-Forecasting_v2

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

Blog_Revenue-Planning_v2

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

Blog_Topline-Bottom-Line_v2

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

Blog_SaaS-Pitch-Deck_v2

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.

Mosaic SOC 2 Compliance 2023: Continuing the Effort to Serve Our Customers

Blog_SOC2_v2

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

Blog Header: CFO Software - Building a Modern Toolkit

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

Blog_Retention-Analysis_v2

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

Blog_Strategic-Planning_Financial-Modeling-Buyers-Guide_v2

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.

Types

Videos

Make

business decisions

Types

Videos

Make business decisions

Make

business decisions