SaaS Unicorn Inc.

Situation

The company's static annual budget was quickly outdated in a fast-moving market. The forecasting process was cumbersome, spreadsheet-based, and couldn't support agile decision-making.

Intervention

• Developed a driver-based financial model connected to live operational data.
• Implemented a rolling 18-month forecast process within a dedicated planning tool.
• Enabled multi-scenario analysis (base, best, worst case) to stress-test assumptions.
• Integrated sales pipeline data for more accurate revenue prediction.

Impact

The intervention led to significant, measurable improvements across the finance function.