New
A step-by-step guide to a great rolling forecast
Create a solid foundation for financial planning with rolling forecasts
April 7, 2022 2 min read
New
Support the Ukrainian people
Consider donating to these humanitarian organizations in support of the Ukrainian people.
March 2, 2022 1 min read
New
How to Build a Remote-First Workforce Planning Model: Best Practices for Planning a Cost-Effective Hybrid Workforce
Is closing offices and granting your team work from home benefits a good financial move?
December 29, 2021 2 min read
New
4 ways to improve the secret skill needed to be a CFO: storytelling
Storytelling is a key skill needed to be a CFO. Here’s how you can get better at it.
December 16, 2021 1 min read
New
4 common rolling forecast mistakes — and how to avoid them
A look at four common challenges associated with rolling forecasts and how to address them.
December 16, 2021 1 min read
New
4 FP&A Interview Questions to Help You Differentiate the Best Candidates
How do you go about finding the perfect candidate for your FP&A team? Start by asking these questions.
December 16, 2021 1 min read
New
Bookings vs billings vs revenue: What’s the difference?
What’s the difference between bookings vs billings vs revenue? Read on to find out.
December 16, 2021 1 min read
New
Top-down vs Bottom-up Forecasting: What You Need to Know
Top-down vs bottom-up forecasting? Which option should you go for?
May 25, 2021 1 min read
10 Best FP&A Software Tools: A Comprehensive Buyer’s Guide [2023]
Get a high-level overview of the top FP&A tool on the market and learn how to choose the right one for you. Not enough time to read right now? Download this guide for free!
November 30, 2022 10 min read
Member: QuickBooks Solution Provider Program
This program will benefit both OnPlan and QuickBooks customers by allowing them to combine their operational and financial data to make better decisions. Moreover, it means that QuickBooks largest customers will be able to continue to use the existing software they love (e.g., HubSpot, Rippling, Airtable, etc.) and get all the benefits of a full blown ERP without sacrificing flexibility and the ease of use of modern planning and analytics technologies.
October 19, 2022 1 min read
4 Essential FP&A Skills You Need on Your Team
Strategic thinking, storytelling, problem-solving, and objectivity are four soft skills that set aside the best FP&A analysists. Here’s why.
June 17, 2022 1 min read
A step-by-step guide to board of directors reporting: How to write a board report
Create an impactful board report from your CEO or HR department
June 17, 2022 2 min read
Meet the Team: David Greenbaum, CEO, and Founder of OnPlan
The story of how OnPlan was founded, our CEO playing basketball with P Diddy, and much more.
June 3, 2022 1 min read
How to Use a Headcount Planning Model to Determine Your Next Office Location
Congratulations! You’ve raised your Series A funding and now it’s time to think about how to scale up.
June 1, 2022 1 min read
Meet the Team – Charlie Liu, Director of Solutions for OnPlan
Charlie Liu is the Director of Solutions at OnPlan. His responsibilities include architecting Apps for the OnPlan App Store and educating the market on FP&A best practices.
May 20, 2022 1 min read
SaaS gross margin benchmarks: How to calculate SaaS gross profit
Measuring your company’s margins against industry SaaS growth benchmarks
May 2, 2022 1 min read
April 12, 2022 1 min read
A step-by-step guide to a great rolling forecast
Create a solid foundation for financial planning with rolling forecasts
April 7, 2022 2 min read
Sales forecasting in Excel: How to build the right forecasting model (free Excel/Google Sheets template)
Why sales forecasting is important and how to do it accurately
April 4, 2022 2 min read
Meet the Team: Mathieu Delisee, Vice President of Product Management
Meet Mat Delisee, the VP of Product Management for OnPlan with nearly a decade’s experience working with FP&A solutions in North America and Europe.
March 29, 2022 1 min read
Introducing the OnPlan AppStore
Deploy best-practices financial forecasting apps in OnPlan.
March 14, 2022 1 min read
David Greenbaum on the Kruze Consulting podcast
David Greenbaum, CEO of OnPlan, in conversation with Scott Orn of Kruze consulting.
March 9, 2022 1 min read
What does the SaaS magic number mean for business growth?
Learn how to calculate your SaaS magic number to better understand your organization’s financial health.
March 7, 2022 1 min read
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