FP&A for SaaS Companies: How to Drive Powerful Decisions from Your Data

Zoom Platform Tips: The speaker provides instructions for engaging with the Zoom platform, encouraging participants to use features like asking questions, chatting, and raising hands for assistance. Importance of FP&A for SaaS CFOs: The webinar emphasizes the significance of Financial Planning and Analysis (FP&A) for CFOs and financial teams in SaaS companies. It aims to drive powerful decisions from data. Metrics and Dashboards: The presenters discuss the relevance of metrics and dashboards critical for success in SaaS companies. They highlight the importance of understanding and benchmarking metrics based on company size, growth rate, and business model. SAS Metrics and Financial Statements: The discussion emphasizes that SAS metrics are crucial due to the unique financial model of SaaS companies. It points out the challenges in applying traditional GAAP financial statements to SaaS businesses and stresses the importance of accurate metrics. Workday Adaptive Planning and SAS Metrics Tools: The webinar introduces Workday's Adaptive Planning tool and demonstrates its dashboarding functionality. The tool is positioned as a comprehensive solution for FP&A in SaaS, providing insights into qualified sales opportunities, the sales funnel, customer acquisition costs, and customer lifetime value.