{"id":18988,"date":"2023-06-29T07:30:00","date_gmt":"2023-06-29T11:30:00","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=18988"},"modified":"2026-02-12T04:15:33","modified_gmt":"2026-02-12T09:15:33","slug":"5-ways-finance-teams-can-improve-their-saas-forecasting-results-and-profitability","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/5-ways-finance-teams-can-improve-their-saas-forecasting-results-and-profitability\/","title":{"rendered":"5 ways finance teams can improve their SaaS forecasting results and profitability"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/technology-innovation\/\" class=\"entry-header__link\">Technology &amp; Innovation<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\t5 ways finance teams can improve their SaaS forecasting results and profitability\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"col col-8 col-lg-4 entry-header__image\">\n\t\t\t<figure class=\"entry-header__thumbnail js-hero-section\">\n\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1327494174-1440x810.jpg\" class=\"entry-header__thumbnail-image\" alt=\"Asian woman writing on a whiteboard\" fetchpriority=\"high\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1327494174-1440x810.jpg 1440w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1327494174-768x432.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1327494174-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1327494174-1536x864.jpg 1536w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1327494174-2048x1152.jpg 2048w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/>\t\t\t<\/figure>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t<\/div>\n\t\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \">Published <time class=\"entry-date published\" datetime=\"2023-06-29T07:30:00-04:00\">June 29, 2023<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"5 ways finance teams can improve their SaaS forecasting results and profitability\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/5-ways-finance-teams-can-improve-their-saas-forecasting-results-and-profitability\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n\t<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/david-appel\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/07\/David-Appel-headshot-2023-1.jpg\" class=\"entry-author__image\" alt=\"David headshot\" \/>\t\t\t\t<span class=\"entry-author__name\">David Appel<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">SaaS forecasting is one of the most important functions of an accounting and finance department at any software organization.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SaaS CFOs are responsible for guiding their organization forward with reliable and actionable forecasts on everything from hiring decisions to pricing rollouts and much more.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As a finance leader, you should perpetually be on the lookout for ways to help your department enhance the effectiveness of its SaaS forecasting. In this post, we\u2019ll go in-depth on the benefits of automated forecasting software. We\u2019ll also discuss 5 different ways you can increase the profitability, accuracy, and simplicity of your forecasts and the forecast assembly process.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-get-your-data-in-order\">1: Get your data in order<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Successful SaaS forecasting and data integrity are inseparable. If your data is mismanaged, out of date, or otherwise out of order, your forecasts will rapidly decline in quality. Automated forecasting software helps teams keep their data securely stored and organized in the cloud.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In a legacy accounting department, forecasts are manually assembled. This typically involves each department overseeing and updating its own data\u2013a practice known as data siloing.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When the time to assemble a forecast arrives, employees across different departments manually cobble together forecast data in spreadsheets and send it as an email attachment.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This exposes companies to security risks as well as manual errors or forecast inaccuracies. Let\u2019s briefly compare the legacy approach to forecasting with automated accounting software.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ssot-vs-data-silos-nbsp\">SSOT vs. data silos&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">SaaS forecasting software stores companies\u2019 data much more effectively through a single source of truth (SSOT). An SSOT is a cloud-based data storage system that pools all your organization\u2019s data in a centralized location.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once it\u2019s stored in an SSOT, your data will be available 24\/7 to every employee who needs to access it. Automated accounting software will also sync all your data updates to eliminate discrepancies.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SSOT implementation is typically fast and fairly simple, and it paves the way to effective long-term forecasting.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-embrace-ai-and-financial-process-automation-nbsp\">2: Embrace AI and financial process automation&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As a SaaS CFO, you\u2019re probably well aware that forecasts are a layered matter. Forecasts rely on accurate and detailed financial reports, which are dependent on data collection and management capabilities.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automated SaaS forecasting software helps finance teams streamline and simplify the entire process. Forecasts built with AI-enabled accounting software are also more accurate over longer timespans.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s take a closer look at the differences between assembling manual forecasts and using automated forecasting software.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-perils-of-manual-forecasting-nbsp\">The perils of manual forecasting&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Between information gathering, report assembly, forecast model creation and everything else, manual forecasting is anything but simple.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A few of the major risks of legacy manual forecasting are:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Higher forecast variance.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Mistakes resulting from human error or oversight.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Getting bogged down in busy work at the expense of strategy.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Failing to hit quarterly revenue and metric benchmarks\u2013for these reasons and more.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">How, specifically, can finance leaders use automated accounting software to bypass these risks?&nbsp;&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-fueled-saas-forecasting-3-use-cases-nbsp\">AI-fueled SaaS forecasting: 3 use cases&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI and machine learning (ML) enable SaaS CFOs to make significantly more detailed and flexible financial projections.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Below are three potential use cases for automated forecasting software:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1. Segmented discount campaigns: <\/strong>Sometimes you want to offer a discount to certain audience segments or buyers meeting specific criteria. Automation makes that as simple as plugging in your starting points and generating a 1-click forecast.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2. Hybrid pricing flexibility: <\/strong>Hybrid pricing models are extremely popular among SaaS customers, but running manual forecasts on them can get very complex. AI seamlessly builds pricing flexibility into your SaaS forecasting.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3. Instant multi-currency forecasts: <\/strong>SaaS companies frequently do business overseas, whether it stems from organic customer growth or M&amp;A activity. Automated forecasting can be a real help in those situations.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Automated accounting software also helps SaaS CFOs achieve greater clarity and confidence in their reporting.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-double-down-on-reporting-granularity-nbsp\">3: Double down on reporting granularity&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Since financial reports are the foundation of your SaaS forecasting, it\u2019s essential to optimize that function of your department.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How can you most effectively lay the groundwork for actionable, reliable forecasts? It all starts with automating financial reporting.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-laying-the-groundwork-nbsp\">Laying the groundwork&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Accounting automation software streamlines your reporting workflow and results in several important ways.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Enhanced focus on metrics and KPIs<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI enables teams to report on a much wider range of SaaS metrics than legacy systems. This is a benefit on its own, but it also positively impacts your SaaS forecasting.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/image-8-1024x479.png\" alt=\"\" class=\"wp-image-18990\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Asking the right questions&nbsp;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Even with automated accounting software in the mix, human employees are still responsible for the \u201cwhy\u201d and \u201chow\u201d of your company\u2019s strategies. AI can help you forecast more effectively, but you still need human intuition to form that data into profitable ideas which you can then run forecasts on.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you\u2019ve gotten your reporting squared away, what else is on your to-do list?&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-revisit-and-revise-your-sales-and-marketing-funnel-nbsp\">4: Revisit and revise your sales and marketing funnel&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">An organization\u2019s sales and marketing funnel is a crucial part of its success. Your funnel\u2013and all its various subcomponents, campaigns, etc.\u2013is how you connect with the right buyers at the right time.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Taking a step back and going through your funnel with a fine-tooth comb is often beneficial for companies. Are there customer segments you\u2019ve recently started serving who are under-represented in your current sales and marketing assets?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alternatively, is your funnel currently skewed toward a customer segment that\u2019s not yielding the profits you initially hoped for? Current results and the reports based on them form the basis of forecasts\u2013but your sales and marketing funnel is a huge piece of that equation.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-remember-to-forecast-new-billing-strategies-nbsp\">5: Remember to forecast new billing strategies&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">While some customers may prefer the simplicity of flat-rate pricing, it\u2019s always a good idea to equip your department with accounting tools that support more complex billing if necessary.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/image-9-1024x454.png\" alt=\"\" class=\"wp-image-18991\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The SaaS industry is known for its billing flexibility, and many customers will want a somewhat more flexible option. Forecasting software enables finance teams to easily run tests on different pricing strategies.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-opt-for-built-in-flexibility-nbsp\">Opt for built-in flexibility&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Automated accounting software offers significantly more billing and pricing flexibility than its legacy counterparts.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automation turns testing different pricing approaches into a simple \u201cplug and play\u201d process.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automated billing also eliminates the high risk of human error that comes with manually handling complicated billing scenarios.&nbsp;&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-popular-saas-billing-models-nbsp\">Popular SaaS billing models&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Some of the most popular SaaS billing models include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Freemium (or free trial)<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pay as you go<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Feature tiers&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Usage billing<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Hybrid billing&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Automated accounting software equips SaaS finance teams to handle these billing scenarios and many others.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/image-7-1024x444.png\" alt=\"\" class=\"wp-image-18989\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-forecasting-is-just-the-beginning-nbsp\">Forecasting is just the beginning&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">There\u2019s no disputing that forecasting is vital for finance teams. Both the SaaS industry itself and the expectations of customers are evolving\u2013forecasting allows organizations to stay ahead of key trends by seeing financial outcomes in advance.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But for SaaS accounting leaders, forecasting is just the tip of the iceberg. If you are looking to uplevel your skills in FP&amp;A and understand the best practices that will guide informed business decisions, join the Modern Saas Finance Academy, an online learning experience with curated courses for SaaS finance and accounting leaders. With lessons ranging from revenue management to FP&amp;A leadership, this online academy is designed for the future of SaaS accounting.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/sageu.com\/modernsaasfinance\/?utm_source=organic&amp;utm_medium=sageu&amp;utm_campaign=organic\">Click here<\/a> to join the academy today.<\/p>\n\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner on-scroll-highlight__target\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Modern SaaS Finance Academy<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p><!-- wp:paragraph --><\/p>\n<p class=\"\">The Modern SaaS\u00a0 Finance\u00a0Academy is a free online training hub designed for CFOs, Controllers, FP&amp;A, Revenue managers, Revenue Operations, and other members of the finance community in fast growth SaaS companies.<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/sageu.com\/modernsaasfinance\/?utm_source=organic&#038;utm_medium=sageu&#038;utm_campaign=organic\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\tid=\"cta-id-18976\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tdata-button-location=\"cta_box\"\n\t\t\t\t\t\t\t\t\t\t\t>Learn more<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1271694534-1440x810.jpg\" class=\"single-cta__image\" alt=\"Women discussing in office space\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1271694534-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n<div 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loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n<section class=\"more-topics alignfull has-grey-light-background-color wp-block-sage-post-topics\">\n\t<div class=\"container\">\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col col-12 col-lg-4\">\n\t\t\t\t<h3 class=\"more-topics__title h2\">Browse more topics from this article<\/h3>\n\t\t\t<\/div>\n\t\t\t<div class=\"col col-12 col-lg-8\">\n\t\t\t\t<ul class=\"post-tags__list\">\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/cloud-financial-management\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tCloud financial management\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/cloud-technology\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tCloud Technology\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/section>\n\n<div class=\"alignfull wp-block-sage-related-posts\">\n\t<section class=\"related-posts card-grid has-dark-background-color\">\n\t<div class=\"container\">\n\t\t\t\t\t<div class=\"row\">\n\t\t\t\t<div class=\"col\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--featured h1\">Explore more wisdom<\/h2>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"row related-posts__featured\">\n\t\t\t\t<div class=\"col card-grid__item\">\n\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-0 post-38130 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-business-intelligence tag-cfo tag-cloud-financial-management business_type-growing-business industry-healthcare card-post--is-clickable\"\n>\n\t<div class=\"card-post__media-wrapper\">\n\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1215\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1407611614-1215x810.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1407611614-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1407611614-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1407611614-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"card-post__content\">\n\t\t\t\t\t<div class=\"card-post__label\">Recommended<\/div>\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-10-13T09:42:30-04:00\">October 13, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">7 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h3\">\n\t\t\t\t\t\t\t<a\n\t\t\t\t\tclass=\"card-post__title-link\"\n\t\t\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/dental-group-month-end-close-replacing-consolidation-spreadsheet\/\"\n\t\t\t\t>\n\t\t\t\n\t\t\tDental group month-end close: replacing the consolidation spreadsheet\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/p>\n\n\t\t\n\t\t\t\t\t<p class=\"card-post__description\">\n\t\t\t\tA multi-location dental group month-end close slows where systems and practices meet. See where the days go and what changes with one multi-entity ledger.\t\t\t<\/p>\n\t\t\n\t\t\t<\/div>\n\n\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<div class=\"row related-posts__non-featured\">\n\t\t\t\t<div class=\"col col-12\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--more h4\">More on this Topic<\/h2>\n\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-1 post-38128 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-business-intelligence tag-cfo tag-cloud-financial-management business_type-growing-business industry-healthcare\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/home-health-hospice-adding-branches-without-adding-close-days\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1399636016-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1399636016-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1399636016-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1399636016-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-10-08T09:14:42-04:00\">October 8, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">7 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tHome health and hospice finance: adding branches without adding close days\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-2 post-38126 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-business-intelligence tag-cfo tag-cloud-financial-management business_type-growing-business industry-healthcare\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/labor-cost-occupancy-by-community-weekly-senior-living-finance\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1401532985-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1401532985-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1401532985-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1401532985-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-10-06T09:19:26-04:00\">October 6, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">6 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tLabor cost and occupancy by community: the weekly numbers senior living finance teams need\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-3 post-38049 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-business-intelligence tag-cfo tag-cloud-financial-management business_type-growing-business industry-healthcare\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/orthopedic-practice-profitability-by-location-provider-service-line\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1404962439-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1404962439-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1404962439-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1404962439-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-30T09:06:04-04:00\">September 30, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">7 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tOrthopedic practice profitability by location, provider and service line\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-4 post-38051 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-business-intelligence tag-cfo tag-cloud-financial-management business_type-growing-business industry-healthcare\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/repeatable-month-end-close-primary-care-acquisitions\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-684x384.jpg\" class=\"card-post__image\" alt=\"hospital asset tracking\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-28T11:02:28-04:00\">September 28, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">7 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tA repeatable month-end close for primary care groups growing through acquisition\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>SaaS forecasting is essential to ensuring profitability. This post covers how forecasting software improves results.<\/p>\n","protected":false},"author":1433,"featured_media":9251,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_is_cornerstone":"","_yoast_wpseo_meta-robots-noindex":"","_yoast_wpseo_meta-robots-nofollow":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_opengraph-image-id":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","_yoast_wpseo_twitter-image-id":"","_yoast_wpseo_schema_page_type":"","_yoast_wpseo_schema_article_type":"","_sage_video":false,"_yoast_wpseo_focuskeywords":"","_yoast_wpseo_keywordsynonyms":"","_yoast_wpseo_primary_category":"48","sage_membership_post_content_type":"article","sage_membership_post_featured_video_id":"","sage_membership_post_video_type":"trailer","sage_membership_post_featured_video_duration":"","post_featured_image_hide":false,"sage_hide_published_date":false,"sage_hide_read_time":false,"sage_hide_share_buttons":false,"_pwl_sage_podcast_buzzsprout_src":"","footnotes":""},"categories":[48],"tags":[420,346],"business_type":[41],"lilypad":[],"context":[],"industry":[450],"persona":[],"imagine_tag":[444],"coauthors":[599],"class_list":["post-18988","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology-innovation","tag-cloud-financial-management","tag-cloud-technology","business_type-growing-business","industry-software-saas"],"sage_meta":{"region":"en-us","author_name":"David Appel","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1327494174.jpg","imagine_tags":{"444":"Intacct Medium Business"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/18988","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/1433"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=18988"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/18988\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/9251"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=18988"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=18988"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=18988"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=18988"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=18988"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=18988"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=18988"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=18988"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=18988"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=18988"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}