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

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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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Uri Kogan

June 17, 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.

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Uri Kogan

May 2, 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.

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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.

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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.

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Uri Kogan

March 29, 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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Uri Kogan

March 7, 2022 1 min read

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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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Uri Kogan

December 29, 2021 2 min read

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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

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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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Valerio Siviero

December 16, 2021 1 min read

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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.

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Valerio Siviero

December 16, 2021 1 min read

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Budgeting-forecasting CFO FP&A

Five reasons accurate cash flow forecasting is so important

Here’s how you can keep an eye on your cash flow to ensure more stable growth.

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Charlie Liu

December 16, 2021 1 min read

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FP&A Other

A Very Special Christmas Post on Headcount Planning

Headcount planning for Christmas is a lot of work for Santa. Luckily, we have some tips for helping him.

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Uri Kogan

December 16, 2021 1 min read

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FP&A

The most common myths about FP&A software – part 1

It’s time to bust some of the most common myths about FP&A tools.

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Mathieu Delisee

December 16, 2021 1 min read

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FP&A

The most common myths about FP&A software – part 2

Time to debunk another set of myths about FP&A software.

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Mathieu Delisee

December 16, 2021 1 min read

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Budgeting-forecasting FP&A Modelling OnPlan Reporting

3 Ways tailored dashboards and analytics empower your entire company to accomplish more

You get a custom dashboard! And you get a custom dashboard!

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Garrett Miccile

August 2, 2021 1 min read

The best of all worlds

Learn how OnPlan gives your model superpowers.

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