FP&A Best Practices

The best of the best FP&A content out there. Report, plan, analyze, model, and forecast more strategically with our collection of essentials.

What's Rolling On? When is a Rolling Forecast Right for my Business?

A rolling forecast evolves with your business. It’s a living, breathing document that is always...

Not All Metrics are KPIs - Best Practices

If you have a 2-page list of “KPIs,” we’re calling them the wrong thing. Not all metrics are KPIs,...

What is Financial Planning and Analysis (FP&A) Software?

Financial Planning and Analysis Software allows a team to manage the financial planning, budgeting,...

How to do Cash Forecasting in a SaaS Business: The Complete Guide

For finance teams at SaaS companies, cash flow forecasting is fundamental to help executives manage...

Getting Buy-In for Your Next Finance Transformation Project

So you're ready to start a finance transformation project, but how do you convince your team that...

Scenario Planning: Move Beyond the Basics

Scenario planning is a method of forecasting and analysis that takes a variety of assumptions to...

Strategic Budgeting: Are You Getting it Right? A Guide for 2022

Strategic budgeting is a real time commitment and should be viewed as a project and be treated as a...

Top-Down or Bottom-Up Budgeting: Which Should You Use?

Top-down vs. bottom-up budgeting...which should you choose? As many with things, it depends. In...

[Updated] The 15 Best Financial Forecasting Software Tools for Budgeting & Planning (in 2023)

Updated for 2023! These top financial forecasting tools help make financial projections to predict...

Cohort Analysis: Tell the Secret Story Behind the Numbers

Learn some simple cohort analysis techniques (like acquisition vs. behavioral cohorts) so that you...

The Definitive Guide to FP&A Software Implementation in 2022

When working on a financial implementation, it’s important to win and create a seamless transition...

Chart of Accounts: The Basics & Best Practices

Learn the basics and best practices to setting up and maintaining a chart of accounts for your...

What's the Difference Between a Plan, a Budget, and a Forecast?

While a company’s plan, budget, and financial forecast are often discussed in the boardroom, these...

In a New Finance Leadership Role? Here’s a Guide for a Successful First 90 Days

How should you prepare for a new role in finance leadership? Use this guide to set your team up for...

How to Speed Up your Annual Budgeting Process in 2022

Many businesses dread the annual budgeting process as the fiscal year comes to a close. However,...

The 13 Best Business Budgeting Software Tools in 2022

Business budgeting software is essential for any business looking to create budgets, forecasts and...

The 6 Best Cash Flow Management Software Tools in 2022

Cash flow management software tools manage the flow of incoming and outgoing cash flows within a...

What is Financial Planning & Analysis (FP&A)? A Guide for 2022

Financial Planning and Analysis, or FP&A, is the budgeting, forecasting, and financial analysis...

A Full Review of Adaptive Planning by Workday [2022]

This is a full, complete, and honest Workday Adaptive Planning review, formerly Adaptive Insights....

The 10 Best FP&A Software Tools: A Guide for 2022

Finance teams use FP&A software solutions to streamline and automate their work. Here's an overview...

How to Empower Non-Financial Executives to Understand the Numbers

Explaining financial numbers to non-financial executives can be a voyage riddled with rough waters...

Becoming a “have” in B2B SaaS starts with FP&A

OpenView released a report in 2021 that tells the difference between a B2B SaaS "have" and a "have...

Cash flow: What's the difference between the direct vs indirect method?

Learn when to use the direct vs indirect method for calculating your business's cash flow.

What is budget forecasting?

Learn all about budget forecasting and how it's different than a traditional budget or a...

8 must-do steps for your month-end close process

Is your month-end close process taking too long, or do you think you should be doing more? Here's...

Corporate Performance Management: What is it and strategies to improve

Corporate performance management (CPM) describes the methods and processes of measuring a company's...

What is Workforce Planning?

Workforce planning is a large part of your budget and determines the trajectory of your company:...

What's an FP&A job?

How do you get an FP&A job? From the analyst position to director of strategic finance, FP&A can be...

Driver-based planning: let the numbers lead the way

Driver-based planning is one of the best paradigms for your next budgeting cycle. What drives...

What-if Analysis: A Beginner's Guide to Scenarios + Goal Seek in Excel

A simple introduction to what-if analysis in Microsoft Excel. We cover scenarios, data tables, goal...

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