Adaptive Planning Video Resources for Customers

Introduction to SaaS Template Model. Prioritization of model build: 1) GL COA, org structure, IS/BS/CF, personnel; 2) top-line bookings, New ARR, Renewal ARR; 3) KPIs and operational models.

Basic financials in the SaaS Template Model. Getting started with the basics of a financial model: IS/BS/CF, general ledger chart of accounts, organizational structure.

ARR summary model (New & Renewal ARR) within the SaaS Template Model. The 'corkscrew' math for ARR under contract, starting with beginning balance, new adds, upsell/expansion, churn and ending balance.

New ARR model within SaaS Template Model. 3 methods for calculating New ARR, including: price * volume [logos * ASP across range of dimensions], rep-capacity [rep count * ramping schedule * quota * attainment], and pipeline opp...

Renewals model within SaaS Template Model. Contracts or renewals schedule sits within a modeled sheet that drives a forecast of what's up for renewal. Churn and upsell assumptions both at an aggregate and line level then drive ...

Financial and operational KPIs aggregated into a single sheet for execs and department heads. Dashboards attached to the metrics for use in management meetings.

Benchmarking data within SaaS Template Model. Sample benchmarking data has been imported from 3rd party (OPEXEngine) to generate dashboards comparing company performance against peer groups across a set of financial and SaaS KPIs.

Professional services model within the SaaS Template Model. Drives services bookings via an attach rate to New ARR. Capacity model that looks at headcount and utilization to ensure services organization is staffed appropriately...

Lead generation model within SaaS Template Model. Marketing funnel is built up from leads to opportunities to wins, with conversion rate assumptions. Lead types and inbound/outbound mixes are modeled. Marketing forecasted wins ...

The various methods for bringing data from NetSuite into Adaptive, including a simple out of the box Chart of Account/Dimension mapping, as well as using Adaptive's integration platform to connect to tables in NetSuite via API,...