On a Mission to Help 1M Finance pros Master FP&A skills | Author of All About FP&A | Building FP&A Professionals Institute

▶️ Follow me for new and interesting content on Finance and FP&A ▶️

Hi, I’m Asif, a Financial Planning and Analysis (FP&A) professional and an entrepreneur from heart.

I have 12+ years of experience in Financial Planning, Budgeting, Forecasting, Audit and Tax. I have worked with organizations like EY, Citi and Pfizer.

Professionally my interests lie in Financial Planning & Analysis (FP&A) and in my current role with Coursera, I'm responsible for Planning. Budgeting and Forecasting for India and APAC. 

In my previous FP&A roles at Citi, Pfizer and Great Learning I partnered with  finance and business leaders on various projects.

Before Citi, I worked with EY as an Audit Executive. I was responsible for planning, executing and concluding audits for listed companies.

This unique blend of experiences in FP&A and Audit, has allowed me to develop an holistic understanding of how businesses function.

Core expertise :
Financial Planning & Analysis (FP&A)
Budgeting
Financial Planning
Financial Forecasting
People Management
Management Reporting
Finance Business Partnering
Auditing
Taxation
Content Creation

To have a quick chat you can call me on +91 8097379663 or email me at asif.masani@gmail.com

Asif Masani

🎙️ 13 Must-Listen Finance Podcasts 🎙️
If you're into FP&A, CFO insights, Financial modeling, or Accounting, these podcasts have you covered.

1️⃣ FP&A Tomorrow – Paul Barnhurst, The FP&A Guy
https://lnkd.in/dkEJqMRA

2️⃣ FP&A Today by Datarails hosts Paul Barnhurst, The FP&A Guy and Glenn Hopper https://lnkd.in/dPVrgk_Q

3️⃣ #FinanceMaster#FinanceMaster – Anders Liu-Lindberg
https://lnkd.in/dUYjUuC4

4️⃣ Tech for Finance – Adam Shilton
https://lnkd.in/dBU-SRaW

5️⃣ The CFO Report – Michael King
https://lnkd.in/diH_S68g

6️⃣ Financial Modeler's Corner – Paul Barnhurst, The FP&A Guy
https://lnkd.in/dCaGw-NZ

7️⃣ The Treasury Career Corner – Mike Richards
https://lnkd.in/dCciyxtS

8️⃣ The Finance and Accounting Show – Terrell A Turner, CPA
https://lnkd.in/dAF8qsxq

9️⃣ Run the Numbers –   CJ Gustafson
https://lnkd.in/dTrcyqvD

🔟 The Successful Bookkeeper – Mike Palmer
https://lnkd.in/dBQ5HZvp

1️⃣1️⃣ Future Finance – Glenn Hopper & Paul Barnhurst
https://lnkd.in/dkaeuepr

1️⃣2️⃣ All About FP&A – Asif Masani
https://lnkd.in/dxH-BwhP

1️⃣3️⃣ The Diary of a CFO Wassia Kamon, CPA, CMA, MBA

📢 Which ones have you listened to? Any more we can add to the list?
Let me know in the comments! 

👇 Share with your finance colleagues
------------------------------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔
For FREE video content on FP&A Subscribe to our YouTube channel: https://lnkd.in/des-Fh8N

Helping 1M Finance pros Master FP&A skills | FP&A Jobs | Director at FP&A Professionals Institute | Author of All About FP&A, From Accounting to FP&A and Data storytelling Playbook | Udemy Instructor

Top 12 Management reports

1⃣ Month end Reporting

Here the latest month actual are compared against Budget and the latest out with variance analysis, commentary and business recommendations.

2⃣ Quarterly Business Reviews (QBR)

During quarterly business reviews, top management examines progress metrics, and identifies adjustments that can be made based on previous quarters' performance.

3⃣ Plan Deck (Budget Deck)

An operating budget is prepared in advance of a reporting period as a goal or plan that the business expects to achieve in the next financial year.

4⃣ Latest Estimate/ Outlook Deck:

The latest period forecast is updated and compared against previous outlook and comments are made on what has changed from previous outlook.

5⃣ Flash Reporting:

It is a periodic snapshot of key financial and operational data.

Often, it is a one-page report that helps management assess the key performance indicators of the company.

6⃣ Balanced Scorecards

Evaluates performance of senior management not only through a finance perspective but also from perspectives of customers, Processes (Internal Process), & Employees (Learning & Growth).

7⃣ Risks & Opportunities

Risks can have a negative impact while opportunities can have a positive impact on the profitability, and financial position.

In this report all the risks and opportunities are listed along with the probability of its occurrence.

8⃣ Headcount Reporting

This is employee data presented in many ways.

For example, by the type of employment contract: permanent, fixed-term or temporary, by job titles and positions; Full-time or part-time, Location, Age, Gender, Tenure etc.

9⃣ Sales Pipeline Analysis

Pipeline Revenue is forecasted on the basis of the deal stage and probability of conversion and is usually tracked with the help of a CRM tool.

🔟 Adhoc reporting

One-time reports that help the senior management to answer critical business questions immediately by creating an autonomous report.

1⃣1⃣ Investor Presentations

These presentations are prepared for the earnings call.

They give analysts, current investors, and prospective investors a deeper dive into the company results, strategy and culture.

1⃣2⃣ KPI / OKR Reviews

KPIs refer to a set of quantifiable measurements used to gauge a company's overall long-term performance. OKR is a goal-setting framework for defining and tracking objectives and their outcomes.

What would you like to add?
Comments 👇👇
------------------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔
For FREE video content on FP&A Subscribe to our YouTube channel: https://lnkd.in/des-Fh8N

After recording 100+ FP&A videos, 
we’ve now created a single playbook with 30+ of the most asked FP&A interview questions each paired with a scannable QR code which directs you to a video answer.

1. What is the Difference between Budget & Forecast?
2. What is Budgeting?
3. Explain the 7 Budgeting Methods
4. Traditional Budget vs Rolling Forecast
5. Can you Describe Zero-Based Budgeting (ZBB)?
6. What's the Difference between Top-Down vs Bottom-Up Budget?
7. Walk Me Through Annual Budget Process?
8. What’s the Difference Between Fixed and Flexible Budgets?
9. How Would You Update the Forecast Steps?
10. How Do You Handle Budget Variances?
11. What Are Common Forecasting Methods?
12. Why Do Budgets Fail?
13. What Are the Key Differences Between AOP and Budget?
14. Explain the Concept of Cash Forecast
15. Explain Driver-Based Forecasting
16. How Do You Keep Up with Industry Trends?
17. Walk Me Through Income Statement
18. Walk Me Through Balance Sheet of Your Company
19. Walk Me Through the Cash Flow Statement of Your Company
20. Top 3 Drivers of Your Company
21. Tell Me About a Time When Your Forecast Was Off
22. Difference Between Depreciation vs Amortization
23. EBITDA vs Operating vs Net Income
24. What is Working Capital?
25. Why Do You Want to Work in FP&A?
26. The Secret Formula to Nail “Tell Me About Yourself”
27. Four Questions to Ask Before You Walk Out of Your Next Interview
28. Why Do You Want to Work Here?
29. Tell Me About a Time When You Identified a Risk?
30. The Shocking Truth About Appraisals Nobody Tells You
31. What Are Your Salary Expectations?
32. How Do You Build Financial Models?
33. How do you deal with Forecast Uncertainties?
34. Tell Me About a Time Your Forecast Had an Impact on Business Decision?

👉 Get your free copy here: https://lnkd.in/dTAgzXau
💬 Comment: What FP&A questions would you like me to cover next?

🔁 Like Share and Repost this with your network if you find it useful and support what we’re building at FP&A Professionals Institute
------------------------------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔
For FREE video content on FP&A Subscribe to our YouTube channel: https://lnkd.in/des-Fh8N

FP&A interview Questions video guide

Excited to announce a partnership between Finaptive Solutions Inc. and  FP&A Professionals Institute (FPI) to deliver structured industry-led FP&A Certification combining FP&A training with a six month paid FP&A internship.

This partnership strengthens our mission to build future-ready finance professionals through high-quality, practitioner-driven learning. 

As part of the CGFPA® FP&A Internship cohort, learners will get 6 months of hands-on internship experience working with real FP&A projects alongside Finaptive Solutions Inc. experts gaining true FP&A experience before stepping into the job.

Finaptive Solutions Inc. is a finance transformation consultancy that helps organisations modernize FP&A, automate budgeting, forecasting and reporting, and deliver real-time insights that turn finance into a strategic decision engine.

FP&A Professionals Institute (FPI) is a global FP&A Training Institute with a mission to upskill 1 million finance professionals with future-ready FP&A skills. It helps accountants and finance teams transition from compliance and reporting roles to strategic FP&A through practical, industry-led learning, while also supporting organizations with FP&A resourcing and consulting.

Dipti Padaki, Gowthami Kommuri, CA Kajal Lalani, Dhawal Parvatikar, Thrishika Anu, Alice Pradhan, Shripal Parekh, and Peter Langer

No alternative text description for this image

Budgets go stale the moment the year begins. 
The best FP&A teams don’t wait 12 months to react they adjust continuously.

👉Here’s a simple visual you can share with your team 
to explain the shift from Traditional Budgeting to Rolling Forecasts.
-------------------------------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔
For FREE video content on FP&A Subscribe to our YouTube channel: https://lnkd.in/des-Fh8N

Every week we do two things at FP&A Professionals Institute to support ambitious finance professionals:
✅ Share a curated, verified list of FP&A & Finance roles. 
From Analyst to CFO across India and abroad
✅ Offer a few FREE 20-min FP&A career coaching session to help you plan your next big move. (Limited slots)

If your job feels stagnant, maybe it’s time to shake things up.
Let’s plan your next move. Just like I did a decade ago. 
Links in the Comments 👇 
------------------------------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔
For FREE video content on FP&A Subscribe to our YouTube channel: https://lnkd.in/des-Fh8N

FP&A Job report 7 Jan 2026

After working with dozens of FP&A teams, here’s what I’ve noticed
When the wrong KPIs are tracked, manufacturing hides quality leaks, supply chains amplify risk, and margins quietly erode 
Long before sales feel the impact.

Every automobile business runs on 5 core stages:
1. Production Planning and Assembly
2. Supplier management and inbound logistics
3. Sales and Distribution
4. Customer ownership experience.
5. Market growth and competitiveness brand strength and sales efficiency.

This article lays out the 15 automobile company KPIs that connect operations to profitability, so FP&A and ops leaders can fix problems upstream, not after the damage is done.
-----------------------------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Director CGFPA® at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔
For FREE video content on FP&A Subscribe to our YouTube channel: https://lnkd.in/des-Fh8N

Cars look simple on the surface, but every model is the outcome of tightly coordinated engineering, suppliers, factories, dealers, and service network

Open article: Top 15 Automobile KPIs Every FP&A Must Track by Asif Masani • 7 min read

Top 15 Automobile KPIs Every FP&A Must Track

When I wrote the Data Storytelling Playbook, the goal was simple. 
Make learning simple and visual.

Now my book is upgraded to ZebraLearn 2.0
A complete reading experience.

Where you can read, listen, watch, take quizzes, and ask questions inside the book.

How you can explore my book -
➡️ Listen to it: anytime, even when you’re on the move.
➡️ Watch it: some chapters are easier to grasp in videos.
➡️ Test yourself: quiz to check how much you really absorbed
➡️ Ask anything: zAI can answer your questions instantly.

Glad to have the book as part of the ZebraLearn Library.

Credits Zebra Learn Team: 
Anurag S., Radhika Sundarka, Sujata Gaur, Irfan Syed, 
Vanshikha S., Fairy Panchal ,Namrata Bhagtani, Pradnya C.,Mayank Gupta

Do give it a try & share your experience here!
Link to the book in the comments

👇 Share with your finance colleagues
------------------------------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔

Join me & Dhawal Parvatikar this Thursday, as FP&A Professionals Institute presents an exclusive webinar on '9 Key FP&A Functions.​,' designed for professionals 

We'll cover insights and practical cases on budgeting, forecasting, management reporting, data storytelling, and other related topics.
​
​Join the FREE webinar and take your FP&A Career Path to the next level.

Session Agenda:
​
❇️ The Strategic Role of FP&A in Business Success
❇️ How Budgeting and Forecasting Shape Long-Term Financial Strategy
Transforming Data into Actionable Insights
❇️ Using Data Storytelling to make financial insights more compelling and              accessible
❇️ Enhancing Business Partnerships through FP&A​


 Date: 8th Jan 2025, Thursday​
 Time: 09:00 PM IST

Register Now: https://lnkd.in/djYAKkmT

Not sure if you can make it live? 
Register to receive the recording.
​

Join me & Dhawal Parvatikar this Thursday, as FP&A Professionals Institute presents an exclusive webinar on ' Info + Q&A Session ' designed for professionals 

Learn more about the FP&A Professionals Institute's in-depth 6-month certification program.
❇️ What is CGFPA® Certification?
❇️ How can FP&A Certification benefit my career?
❇️ How can I determine if I am eligible, and what are the application requirements?
❇️ How much time will I need to set aside to ensure full participation in the program?

Date: 15th Jan 2025, Thursday​
Time: 09:00 PM IST

Session agenda:
​➡ A glimpse into the CGFPA® Program six-month FP&A learning roadmap.
➡ Learn how the CGFPA® program helps you build core FP&A Skills that can fast-track your finance career.
➡ CGFPA® Eligibility Criteria, LIVE Q&A session

Register Now: https://lnkd.in/dayk-6MZ

Not sure if you can make it live? 
Register to receive the recording.
​

Unleashing Full Potential of Your SaaS Company | Fractional FP&A and BI Data Science Consultant | Tech-Savvy Finance Leader | Data Ninja | Reporting Analytics FP&A | SaaS, FMCG & Logistics | Finance - Power BI - Tableau

If you're an ambitious founder, you probably:

→ Want to improve financial models

→ Struggle with optimizing your finance tech stack

→ Lack the time to enhance your financial strategies

→ Want to implement new financial software but don’t know how

→ Aim to prepare for successful fundraising rounds but need guidance

→ Seek to optimize your financial reporting but don’t know where to start

You might relate to all 7 of these points.

Or, You might just be struggling with 1.

Why does that matter?

Well, having a robust financial strategy is essential for growth.

And there's still a massive opportunity to maximize your revenue through specialized financial practices.

Don't believe me?

Here are 5 things that my employers have said my expertise helped them do:

1. To create awareness for potential investors and partners

2. To attract investment by optimizing their financial structures

3. To communicate their growth potential better to stakeholders

4. To streamline operations by implementing various financial software

5. To stand out from competitors through financial insights and strategy

Implementing these strategies can boost your revenue, growth, and financial performance.
But you don't have time for that…

You're too busy doing other stuff like,

I don't know, scaling your company.

So what happens now?
I'll take over your financial strategy for you.

I have helped dozens of companies in:

― Preparing them for fundraising rounds,
― Optimizing their finance tech stacks,
― Enhancing their financial models,
― And more.

And no, I don't mean providing:

→ Generic financial advice
→ One-size-fits-all strategies
→ Pointless number crunching

I mean ACTUAL tailored financial solutions.

Created by a real fractional CFO.

Who leverages industry insights, proven frameworks, and your company's unique needs to drive real growth.

So, which path you'll want to go:

A - Sit and do nothing, leaving your financial strategies to chance.

Or

B - Sit and do nothing while I optimize your financial strategy, prepare you for fundraising, and help you skyrocket your revenue.

I know you're shouting B inside you.

Let's map out strategies to streamline your financial operations and identify new avenues for growth and investment.

📌 Drop me a DM "Growth" or
📌 Click the link in my Featured Section

Aleksandar Stojanović, MSc.

I’ve built over 100 financial models.

Now, I’m giving away my 5 go-to templates.

— Comment "TEMPLATES" to get access —

This 5-model resource includes:
👉 A budget vs. actuals tracker for variance analysis
👉 A DCF template to calculate company valuation
👉 A three-statement model to structure financials
👉 A SaaS model to track MRR, ARR & churn
👉 An LBO model for private equity deals

And here’s the best part?

These models aren’t just spreadsheets.

They are investor-ready frameworks designed to help you:
✔️ Impress investors with clear financials
✔️ Forecast future cash flow with confidence
✔️ Align your business model with scalable growth

I don’t usually release these publicly…

But today, I’m giving them to the first 50 people who comment "TEMPLATES" below.

PS. Connect with me and send me a message "TEMPLATES".

Alex Stojanovic, MSc.

Helping tech founders make smarter financial decisions (and scale like Usercentrics to €100M ARR) | Fractional CFO & FP&A Advisor

How I’d create a cash flow forecast in under 20 minutes:  

(🆓 Free cash flow template included)  

♻️ Repost this to get the full walkthrough video too  

1. Understand your cash flow basics.  

• Start with your current cash balance.
• Include all expenses (e.g., rent, payroll).
• List all income sources (e.g., sales, loans).
• Factor in one-off payments like taxes or equipment purchases.

Your forecast should give you a clear view of how cash moves in and out of your business.  

2. Use a simple structure for forecasting.  

• List all income and expenses for the month.
• Identify key cash flow drivers like payment terms or seasonality.
• Add balance sheet items like loan repayments or owner’s draws.
• Project cash flow for the next 3-12 months using realistic assumptions.

This step ensures you’re not missing critical cash movements, keeping your forecast accurate and actionable.  

3. Build the forecast using my free template.  

Start with your beginning cash balance.
• Adjust projections as new data comes in.
• Use built-in formulas to ensure totals and trends are clear.
• Input income and expenses as absolute values (no negatives).

You can also add “what-if” scenarios:  
• Can you afford to hire a new employee next quarter?
• What happens if revenue drops by 20%?

4. Make informed business decisions.  

With a cash flow forecast, you can:  
• Adjust spending to stay within your means.
• Plan for investments with confidence.
• Spot potential cash shortages early.

Example: “If my forecast shows negative cash flow in September, I can reduce expenses in July to avoid issues.”  

Go implement this now and take control of your cash flow!

PS: Reviewing cash flow forecasts for the next hour - drop yours below for feedback!

PPS… Grab your free template at: https://lnkd.in/d7xWergy

Most people are thinking about finance roles all wrong.

These 6 domains govern a thriving finance career:

Finance is more nuanced than most people realize.
There are roles that grow your expertise and others that stall it.

But it's not nearly as complicated as you think to map your career.

I've spent years analyzing finance paths and hierarchies...
So you can hit the ground running in your career planning.

Here are the 6 domains every successful finance professional should know:

1/ Accounting
The backbone of all finance.
• Cost Accountant
• Junior Accountant
• Senior Accountant
• Accounting Manager

2/ FP&A
Strategic insight lives here.
• FP&A Analysts
• FP&A Managers
• VPs translate numbers into decisions.

3/ Tax
Compliance and strategy meet here.
• Tax Specialists
• Tax Supervisors
• Strategy Managers keep companies safe and optimized.

4/ Auditing
The quality gatekeepers.
• Auditors
• QA Auditors
• Forensic Auditors
• Audit Managers ensure trust in numbers.

5/ Treasury
Where cash and risk are managed.
• Cash Flow Analysts
• Liquidity Managers
• Investment Strategists drive capital efficiency.

6/ Corporate Finance
Deals and growth opportunities happen here.
• Investment Bankers
• Valuations Analysts
• Capital Budgeting Managers shape strategic outcomes.

Even as companies evolve (which they will), these domains will remain essential.

Learn them now, and they’ll serve you for decades to come.

What's your biggest struggle with career planning right now?
Share your thoughts in the comments.

♻️ Repost this to help your network plan a thriving finance career.
And follow Alex Stojanovic, MSc. for more insights and lessons like this.

I just mapped out how to master your cash flow in 2026

(Save this so you can use it later)

If you want to:

Avoid cash shortfalls.
Run a healthy, scalable business.
Make confident spending decisions.

Follow this cash flow strategy step-by-step.

Your commitments:
1. Weekly cash flow check-ins
2. Real-time invoice and AR tracking
3. Forecasting and budgeting reviews monthly
   
The system:
• Optimize surplus...don’t sit on idle cash
• Use dashboards to watch cash trends
• Forecast incoming + outgoing cash
• Plan for gaps before they hurt you
• Monitor OPEX and identify leaks
• Set up a clean invoicing system
• Identify all your income sources
• Budget spending across teams
• Track receivables consistently

The growth compounder:
1. Layer in automation early
   ↳ Invoice faster = get paid faster
   ↳ Alerts = catch gaps before they grow
   ↳ Dashboards = visibility at all times
   
2. Use visuals to communicate cash reality
   ↳ Founders understand faster
   ↳ Teams align easier
   ↳ You make faster decisions
   
3. Review → Forecast → Adapt
   ↳ Every month. Without fail.
   
For me, this cycle changed everything. I now help 50+ founders use this to scale profitably.

➠ Bonus hack: Use your cash surplus strategically.

Reinvest in growth when the time is right. But never without forecasting.

This system isn’t complicated.

Follow it for 365 days...and your finances won’t just survive, they’ll scale.

Repost this ♻️ so every founder sees it.

PS. Want me to help build your cash flow system? Drop me a DM.

Most board packs are broken.

Stop sending decks with 50+ slides. Instead, run this test:

Track your board prep process across five steps
And your whole finance workflow will evolve.

Start with what to fix:

Step 1: Data Collection
Gather P&L, balance sheet, cash flow
Make sure numbers are fresh

Step 2: Reconciliation
Check accuracy, align systems
Avoid surprises

Step 3: Variance Summary
Explain gaps, call out drivers
Tie to forecast

Step 4: Risks & Opportunities
Highlight trends, staffing, burn
Bring real insight

Step 5: Packaging
Use dashboards, not PDFs
Lead with clarity

What I learned after 200+ board preps:

→ Guesswork = low confidence
→ Templates = medium confidence
→ Finance Pack Process = high confidence

Now, rate your current board prep:

↳ Data Freshness: 0–5
↳ Variance Clarity: 0–5
↳ Visuals + Story: 0–5

Your Score:
13–15: Strategic Pro (Investors love you)
10–12: On Track (Tighten story)
6–9: Mid Pack (Clean things up)
0–5: Chaos Zone (Fix it now)

Most teams try to impress investors.

Great teams inform them.

Own your boardroom by mastering this process.

📌 Want the PDF version?

1. Follow Alex Stojanovic, MSc.
2. Like the post
3. Repost
4. Subscribe here: https://lnkd.in/dUFeGQE9

If you’re €5–50M ARR and you can’t explain ARR movement in 60 seconds…

You’re not in control.

Save this ARR bridge 👇

Starting ARR
• New ARR
• Expansion ARR
 – Contraction ARR
 – Churn ARR
 = Ending ARR

Now the part most teams miss:

1) New ARR isn’t pipeline

Pipeline is hope.
Bookings is reality.

Do this instead:
 ↳ Track slippage weekly
 ↳ Separate “commit” from “upside”
 ↳ Model cycle length changes

2) Expansion ARR isn’t “upsell”

Expansion is a system:
pricing,
adoption,
packaging,
CS capacity.

Do this instead:
 ↳ Track expansion by segment
 ↳ Tie expansion to product adoption
 ↳ Separate price uplift from true usage uplift

3) Churn ARR isn’t a single number

“Churn” hides everything.

Do this instead:
 ↳ Split logo churn vs churn ARR
 ↳ Split contraction vs churn
 ↳ Track churn reasons as leading indicators

4) The bridge is a weekly operating tool

Not a month-end report.

Because at this stage:
small leaks become big problems quietly.

Master the bridge and you’ll stop having “surprise” quarter endings.

PS. If you want the ARR bridge template I use (with definitions + checks), comment "ARR" and I’ll share it.

taplio

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The Battle

Asif Masani

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Followers

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Engagements

Likes

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