Latest Articles
The most recent articles across all categories.
Best Practices in Sales Compensation: Separating Quota Credit from Cash Payouts
Learn when and why to separate quota crediting from commission payout timing, how it reduces clawbacks and cash risk, and…
Best Sales Compensation Management Software Tools for Consumption Business Model Companies 2026
A detailed comparison of the top sales compensation management software tools for usage and consumption-based tech companies in 2026.
Gross Margin Breakdown for Tech Companies
Understand how gross margin is calculated for SaaS and tech companies, what costs to include in COGS, and how to…
Capital Allocation Strategies for Growth Companies
Explore proven capital allocation frameworks for growth-stage companies, including how to balance investment in growth with financial discipline and when…
KPI Reporting Best Practices: Selecting, Tracking, and Communicating the Metrics That Matter
A comprehensive guide to selecting meaningful KPIs, building effective reporting frameworks, and ensuring that your metrics drive action rather than…
On-Target Earnings (OTE) Structuring Guide for Sales Roles
A detailed guide to structuring OTE for sales roles, covering pay mix decisions, role-level calibration, geographic adjustments, and common structural…
Advanced Excel Formulas for Finance Analysts
Master the advanced Excel formulas that separate senior finance analysts from the rest of the team. From INDEX-MATCH to dynamic…
Cash Flow Planning for Finance Teams
A practical guide to building and maintaining a cash flow planning process, including the 13-week cash flow model, scenario analysis,…
Tableau for Finance: Visualization Best Practices
Tableau is a powerful tool for finance teams, but only when used with the right visualization principles. Learn which chart…
Purchase Accounting and Goodwill Explained
A clear breakdown of purchase accounting under the acquisition method, including how goodwill arises, how to measure fair values of…
SaaS Unit Economics Explained
A practical breakdown of SaaS unit economics, covering the key metrics every finance professional needs to assess whether a subscription…
Compensation Band Modeling and Design
A finance-oriented guide to designing and maintaining compensation bands that support equitable pay, budget predictability, and talent retention.
Cash Flow Forecasting Methods and Models
Explore the primary methods for forecasting cash flow, from the 13-week direct method to long-range indirect approaches, and learn how…
Designing Effective Commission Plans That Drive Revenue Growth
A practical framework for building sales commission structures that align rep behavior with company objectives and drive sustainable revenue growth.
Contractor vs Full-Time Employee Cost Analysis
A structured approach to comparing the true costs of contractors versus full-time employees, including financial, operational, and strategic factors.
SaaS Financial Model Template Walkthrough
A step-by-step walkthrough of building a SaaS financial model from scratch, covering revenue projections, cost structure, unit economics, and the…
Rule of 40 and SaaS Efficiency Metrics
Understand the Rule of 40 framework and related efficiency metrics that help SaaS companies balance growth and profitability at every…
Building a Rolling Budget Process
Learn how to transition from a static annual budget to a rolling budget process that keeps your financial plan current,…
Deferred Revenue and Contract Liabilities Guide
A practical guide to understanding, measuring, and managing deferred revenue and contract liabilities under ASC 606, with particular attention to…
Monthly Close Process Improvements: A Practical Guide to Faster, Cleaner Closes
Learn how to streamline your monthly close process with proven techniques that reduce close time, improve accuracy, and free your…