FP&A guides and templates

Free guides and templates created by finance professionals for finance professionals.

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template
template

Sales capacity model for finance

A free sales capacity model template to forecast new ARR, model hiring plans, and align quota assumptions using your own data and assumptions.

EBOOK
EBOOK

The annual budgeting & planning benchmark report

We surveyed 250 finance leaders to better understand the challenges and opportunities they're facing during the 2026 budgeting season.

EBOOK
EBOOK

The evolution of finance orgs

We analyzed the finance org charts of 218 companies to discover how the roles, structure, and size of teams evolve across different stages of growth.

EBOOK
EBOOK

The 5 pillars of top-performing FP&A teams

Simply doing FP&A is no longer enough to win in 2025. In this eBook, we will explore the 5 core pillars that separate the top 1% of FP&A teams from the rest.

template
template

Headcount planning template for finance

A free headcount planning template to consolidate live HRIS and ATS data alongside centralized assumptions to build a comprehensive headcount plan.

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Screenshot of an income statement spreadsheet comparing revenue, cost of revenue, and operating expenses for Jan 25 and Feb 25, alongside a sidebar menu with options including 'Income Statement,' 'Analyze with AI,' and other budget categories.
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