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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

Create a solid foundation for financial planning with rolling forecasts

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Charlie Liu

April 7, 2022 2 min read

Support the Ukrainian people New
Other

Support the Ukrainian people

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

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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?

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David Greenbaum

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
David Greenbaum

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.

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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.

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David Greenbaum

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
David Greenbaum

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

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!

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Emily Rodgers

November 30, 2022 10 min read

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Reporting

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. 

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David Greenbaum

October 19, 2022 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.

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David Greenbaum

June 17, 2022 1 min read

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HR Other

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

person
David Greenbaum

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.

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David Greenbaum

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.

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David Greenbaum

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. 

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David Greenbaum

May 20, 2022 1 min read

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FP&A

SaaS gross margin benchmarks: How to calculate SaaS gross profit

Measuring your company’s margins against industry SaaS growth benchmarks

person
David Greenbaum

May 2, 2022 1 min read

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Other

Taking action in a troubled time

Help us evacuate civilians from Eastern Ukraine

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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

Create a solid foundation for financial planning with rolling forecasts

person
Charlie Liu

April 7, 2022 2 min read

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Budgeting-forecasting FP&A

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

person
David Greenbaum

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
David Greenbaum

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
David Greenbaum

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
David Greenbaum

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.

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David Greenbaum

March 7, 2022 1 min read

The best of all worlds

Learn how OnPlan gives your model superpowers.

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