SaaS Revenue Planning: Expert Advice for Modeling Your Top Line
SaaS companies live and die by their ability to hit growth targets. But bespoke top-line models and disconnected data make revenue planning massively complex. Learn how some of the best finance teams think about modeling top line to plot a path to hyper-growth.
Top-line forecasting is the most crucial part of the financial planning process. Nail it and you’ll be in position for stronger funding rounds, higher valuations, and an effective path to hyper-growth. But get it wrong and you’ll fall short of growth targets, setting the company back months or even years in the process.
Finance teams have an opportunity to maximize their strategic value by making revenue planning a smoother, more effective process. But disconnected data sets, complex manual calculations, and misalignment with revenue teams make it easier said than done. Join our latest webinar to get expert advice for improving SaaS revenue planning and top-line modeling.
What You’ll Learn
- The most common pitfalls for SaaS revenue planning
- How to think about top-line modeling for high-growth companies
- How finance and sales can team up for more accurate sales forecasting
- Why spreadsheets aren’t sustainable for modern top-line planning
- How Mosaic’s Topline Planner aims to solve the complexities of revenue planning
Omar is currently the Senior Manager, FP&A for BigID, a leading data intelligence platform. With over ten years of accounting and finance experience spanning the financial services and I.T. industries, he’s overseen many financial responsibilities, including financial modeling, investment valuations, financial and tax reporting, planning, budgeting, and revenue forecasting. Omar holds a B.S. in Accounting and Finance from the University of Maryland, an MBA from Georgetown University, and is a Certified Public Accountant licensed in the state of Virginia.
Brad began his career as a Tax Consultant at Deloitte before holding numerous Analyst and FP&A roles at fast-growing companies, where he played an integral role in revenue forecasting, board reporting, annual planning, fundraising due diligence, IPO readiness, and more. Now, as a Finance Manager on our Customer Success team, Brad draws from his extensive background to help customers successfully implement and adopt the Mosaic platform.
Nick is the VP of Finance at SupportLogic, the world's first support experience platform. Prior to SupportLogic, Nick spent over 10 years at SAP, the last 5 and a half leading finance teams for SAP SuccessFactors. He supported all aspects of the SF business including Sales, Global Go-to-Market, development, engineering and Cloud Operations. Nick is a graduate of Boston College and holds an MBA from the Goizueta Business School. He resides in Atlanta, GA with his wife Chelsea, 2 year old daughter Eleanor and 3 dogs. In his free time, Nick loves to spend time with his family, is a passionate sports fan, and still plays competitive men’s league ice hockey.