Excel Waterfall Chart Somewhere along the line, we’ve all been asked to create an Excel waterfall chart for a Board or management presentation. Waterfall charts are a very “simple” and powerful visual method to present year-over-year changes or whatever time period you are measuring. Presenting variances via a bunch of numbers on a spreadsheet can […]
Customer Acquisition Costs (CAC) – A Key SaaS Metric
How I Calculate Customer Acquisition Costs (CAC) As a CFO of a subscription-based software company, unit economics are very important to understand in this role. At the top of my SaaS metrics lists is Customer Acquisition Costs (CAC). With CAC and otther SaaS metrics, I can assess the true health of the business and the […]
How I Create Detailed Headcount Forecasts
Headcount Forecasts in Excel For a software company, personnel-related expenses are usually the largest operating expense by far on the P&L (Profit and Loss Statement). As a large expense, you’ll want to forecast this as accurately as possible. I’ll walk you through how I create detailed headcount forecasts. You can download the Excel model I […]