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The only financial model template you'll ever need—just plug in your actuals to see projections
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Resources to drive your business growth

Explore blogs, eBooks and other learning resources on financial and business modeling approaches and templates that help bring predictable growth.

Browse our customer stories to learn about the best practices adopted in shrinking planning cycles, accelerating reporting and making better decisions.

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Blogs

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Guide
11 min
How to calculate and project your SaaS company’s unit economics to boost profitability
This straightforward guide will explain what unit economics is in the context of SaaS and why it’s important, with step-by-step instructions on how to calculate it.
Mona Sharma
Senior Finance Manager
Planning
5 min
5 Tips for making your revenue forecast more accurate
Get five actionable tips to improve the accuracy of your revenue forecasts (and why you should use them in your business).
Rama Krishna
Strategic Finance Advisor
Planning
19 min
The ultimate guide to sales territory planning: Strategies for success
Data-driven territory planning helps SaaS companies manage their markets efficiently and grow the business faster. Learn how to do both in this guide.
David Sukhraj
Director of Sales

Strategic Finance Wiki

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Remaining Performance Obligation (RPO)

RPO or remaining performance obligation is the sum of deferred revenue (advance payments for services not yet delivered) plus backlog (the amount of money contracted but not invoiced).

Gross Margin

Gross margin is the difference between the revenue generated from a software product and the cost of delivering that product (also called cost of goods sold or COGS) expressed as a percentage of the total revenue.

Gross Revenue Retention (GRR)

Gross Revenue Retention is the percentage of revenue a company retains from its customers over a defined period (usually one year).
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