Start Now

Learn something new.

Explore our library to find finance tools, benchmark data, articles and more.
Search
You are viewing

Planning & Analytics

Clear Filters
Steven Austgen
|
June 8, 2021

Budget vs Actual Demo

In this video, we'll walk you through a summary of our Budget vs Actual dashboard feature, which allows budget owners to have full visibility into their financial performance.
Mike Gonzalez
|
March 3, 2021

What is Finance Service Management (and why you should care)

Finance Service Management is the scope of work performed by people, processes, and systems to satisfy the financial needs and requests coming from the business. It drives efficiency in operations, promotes collaboration between finance and business partners, and delivers insights and automation across systems.
Trace Analysts
|
July 24, 2020

Public Company Benchmark Analysis Tool

The benchmarking tool helps growth-stage and public businesses benchmark key financial metrics with their public comps. We normalize the businesses by using horizontal axes with revenue, periods from IPO, and periods from founding.
Steven Austgen
|
July 24, 2020

Benchmarking FAQs

We're here to answer those granular questions about benchmarking your company and the metrics involved.
Steven Austgen
|
July 24, 2020

How To Benchmark Your Company's Financial Plans

Nice, you've put together a financial plan for your company. The next step is to identify how those plans and metrics measure up to your competitors.
Mike Gonzalez
|
July 14, 2020

Tips for Managing a Budget

With the right planning and processes in place, financial management will be a breeze. Department performance will improve and you'll build trust with your team and the rest of leadership. Be dependable and crush your next board meeting when targets are reviewed.
Steven Austgen
|
June 23, 2020

Revamp the Way You Track & Manage Software Subscriptions

Stop wasting money on unused subscriptions and auto-renewals. Take control of your company's growing list of subscriptions.
Steven Austgen
|
May 30, 2020

The Complete Catalog of SaaS Benchmarks

A comprehensive list of must-see SaaS benchmarks for business operators. From financial metrics to measure company-wide performance, to sales efficiency metrics to gauge your sales team operations.
Steven Austgen
|
March 30, 2020

Modernize the Way You Forecast Headcount & Payroll Expenses

Stop forecasting your payroll expense using shortcut methods. Utilize the readily available data to project a more accurate payroll expense schedule.
Steven Austgen
|
March 23, 2020

Headcount Planning & Payroll Forecasting Model

Accurately forecast your headcount and payroll expenses by diving into the details of Federal & State taxes, insurance, 401k contributions, employer matching and more.
Mike Gonzalez
|
February 3, 2020

Risk Assessment Matrix

A risk-based approach to control prioritization and implementation. This document should be used to evaluate risks based on the likelihood of occurrence and the potential Impact to the organization.