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Latest news & updates

Discover the latest forecasting best practices, how-to guides and more.

A Step by Step Guide to a Great Rolling Forecast New
Budgeting-forecasting FP&A

A Step by Step Guide to a Great Rolling Forecast

It’s next to impossible to make a solid foundation for financial planning without rolling forecasts these days.

person
Charlie Liu

April 7, 2022 1 min read

Support the Ukrainian people New
Other

Support the Ukrainian people

Consider donating to these humanitarian organizations in support of the Ukrainian people.

person
David Greenbaum

March 2, 2022 1 min read

How to Build a Remote-First Workforce Planning Model: Best Practices for Planning a Cost-Effective Hybrid Workforce New
FP&A HR

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?

person
Uri Kogan

December 29, 2021 2 min read

4 ways to improve the secret skill needed to be a CFO: storytelling New
CFO

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.

person
Valerio Siviero

December 16, 2021 1 min read

4 common rolling forecast mistakes — and how to avoid them New
Budgeting-forecasting FP&A

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.

person
Mathieu Delisee

December 16, 2021 1 min read

4 FP&A Interview Questions to Help You Differentiate the Best Candidates New
FP&A

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.

person
Valerio Siviero

December 16, 2021 1 min read

Bookings vs billings vs revenue: What’s the difference? New
CFO FP&A Reporting

Bookings vs billings vs revenue: What’s the difference?

What’s the difference between bookings vs billings vs revenue? Read on to find out.

person
Valerio Siviero

December 16, 2021 1 min read

Top-down vs Bottom-up Forecasting: What You Need to Know New
Budgeting-forecasting

Top-down vs Bottom-up Forecasting: What You Need to Know

Top-down vs bottom-up forecasting? Which option should you go for?

person
Charlie Liu

May 25, 2021 1 min read

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FP&A

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.

person
Uri Kogan

June 17, 2022 1 min read

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HR Other

A Step by Step Guide to Board Reports: What are They and How to Write One

In this article, we’ll cover some board report essentials: their purpose, general structure, and writing tips. We’ll also provide you with a board report template you can customize to fit your needs.

person
Uri Kogan

June 17, 2022 2 min read

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OnPlan

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.

person
Uri Kogan

June 3, 2022 1 min read

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Budgeting-forecasting HR

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.

person
Uri Kogan

June 1, 2022 1 min read

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OnPlan Other

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. 

person
Uri Kogan

May 20, 2022 1 min read

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FP&A

SaaS profit margins: how to calculate them and what are the benchmarks?

Learn about SaaS profit margins and see industry benchmarks to find out more about your business.

person
Uri Kogan

May 2, 2022 1 min read

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Other

Taking action in a troubled time

Help us evacuate civilians from Eastern Ukraine

person
David Greenbaum

April 12, 2022 1 min read

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Budgeting-forecasting FP&A

A Step by Step Guide to a Great Rolling Forecast

It’s next to impossible to make a solid foundation for financial planning without rolling forecasts these days.

person
Charlie Liu

April 7, 2022 1 min read

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Budgeting-forecasting FP&A

Sales Forecasting in Excel: How to Choose and Build the Right Forecasting Model (Free Excel/Google Sheets Template)

Everything you need to know about Sales Forecasting and how to simplify it for your organization.

person
Uri Kogan

April 4, 2022 2 min read

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FP&A Other

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.

person
Uri Kogan

March 29, 2022 1 min read

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OnPlan Other

Introducing the OnPlan AppStore

Deploy best-practices financial forecasting apps in OnPlan.

person
Uri Kogan

March 14, 2022 1 min read

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Other

David Greenbaum on the Kruze Consulting podcast

David Greenbaum, CEO of OnPlan, in conversation with Scott Orn of Kruze consulting.

person
Uri Kogan

March 9, 2022 1 min read

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CFO FP&A

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.

person
Uri Kogan

March 7, 2022 1 min read

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Other

Support the Ukrainian people

Consider donating to these humanitarian organizations in support of the Ukrainian people.

person
David Greenbaum

March 2, 2022 1 min read

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Budgeting-forecasting Modelling

Capex forecasting: strategically aligned investment decision making

Navigate the complexity surrounding CAPEX and use our free template to make better decisions.

person
Uri Kogan

February 23, 2022 1 min read

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Learn how OnPlan gives your model superpowers.

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