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VEED.IO Upgrade 4 O+ Invite @ JA
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Integration detail

appName: Causal

appCategory: Productivity

appTagline: Modern business planning

companyHqRegion: Europe

companyStage: Early Stage

platform: web

pageType: Marketing

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screenKeywords:
Use Causal to build your company's financial plan, and connect it to your data to get visibility into
Goog Ie Sheets your operations, and to make sure that your forecasts are up-to-date. Here's what you can do
once your data is connected to your Causal model:
Google Sheets is an online spreadsheet app that lets
users create and format spreadsheets and Scenario planning:
simultaneously work with other people. Build custom scenarios in a few clicks and compare them side-by-side in charts and tables.
Budget vs actuals analysis:
Start using toda ) . . .
Causal automatically takes snapshots of your model, letting you track its performance against
actual data as it comes in.
Rolling forecasts:
Build your forecasts on top of actuals so that they're automatically kept up-to-date as new data
comes in.
OTHER INTEGRATIONS
N\ ‘ ORACLE
workday. NETSUITE
ACCOUNTING/ERP HRIS PRODUCT ACCOUNTING/ERP
Workday BambooHR Google BigQuery NetSuite
Workday ERP is a cloud-based BambooHR brings a modern BigQuery is a serverless, cost- NetSuite is a cloud-based financial
enterprise resource planning (ERP) approach to hiring, with applicant effective and multicloud data management system that helps
software that integrates various HR, tracking tools that improve every warehouse designed to help you turn businesses manage their financial
financial, and operational processes stage of hiring from applications to big data into valuable business processes, including bookkeeping, .
to streamline business operations. offer letters. insights. invoicing, and reporting, all in one
intearated nlatform
|Spreadsheet Integrations
Pull any kind of data from Google Sheets and Excel (via CSV upload) to
incorporate in your Causal models.
Google Sheets csv
Google Sheets is an online CSV imports let you import data
spreadsheet app that lets users from anywhere, connecting your
create and format spreadsheets and Causal models to all of your data
simultaneously work with other sources.
people.
Accounting & ERP Integrations
Pull financial metrics directly from your accounting/ERP system,
including multiple entities.
@ §ickbooks )(=][O] ﬁ.rr‘;ﬁﬁé'e o c@)y.
QuickBooks Xero NetSuite Workdav
|CAUSAL Platform v Customers v  Resources v  Pricing Partners Docs Login Book Demo Sign up for free
INTEGRATIONS
Connect your Causal models to Google Sheets data
Use Causal to build your company's financial plan, and connect it to your data to get visibility into
Goog Ie Sheets your operations, and to make sure that your forecasts are up-to-date. Here's what you can do
once your data is connected to your Causal model:
Google Sheets is an online spreadsheet app that lets
users create and format spreadsheets and Scenario planning:
simultaneously work with other people. Build custom scenarios in a few clicks and compare them side-by-side in charts and tables.
Budget vs actuals analysis:
Start using tod.
Causal automatically takes snapshots of your model, letting you track its performance against
actual data as it comes in.
Rolling forecasts: .


Favoriting a model

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hotspotType: Hover

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Favorite & Pin
Favorite & Pin

pageType: Application Application Application Application

screenKeywords:
»
21 August, 2023
Q ui
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Welcome back, Jane!
+
Your models Startup Trial - 15 days
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elcome back, Jane!
+
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™ 2024 Forecast * @
24s ago
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© Gett.ing started © New Model
36 min ago 4h ago
=
®
|»
Q ui
Wel k !
elcome back, Jane!
+
Favourite models
=
S
™ 2024 Forecast
24s ago
Your models Startup Trial - 12 days
Q + New Model v + New Folder
Manage and access your models quickly
© Gett.ing started © New Model
36 min ago 4h ago
=
®


Webinar detail

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Events & Webinar Page

screenKeywords:
CAUSAL Platform v Customers v  Resources v  Pricing Partners Docs Login Book Demo Sign up for free
WEBINARS
Webinars & Product Tours
Hear from business planning experts in one of our webinars or product tours
oausaL o causaL March 23 @12:00 PM EST . s
Shonsiing Panel: The Ultimate Guide to Financial Modeling Showdown:
VirwsiRoundiable: ‘ - Finance at Seed/Series A Causal vs. Excel
How to do more
with less in 2023 seryrsven
Kimia Hamidi
June13th at 12:00pm ET ‘ Py Jordan Ganan & Arfol Menche
_ 3 =
G Taimur Abdaal f ‘v [ Tainvar Abdas
PRODUCT TOUR ROUNDTABLE PRODUCT TOUR
How to do More with Less in 2023 The Ultimate Guide to Finance at Seed/Series A Causal vs Excel Showdown
Join leaders from Causal, Merge, and Ramp to discuss B2B We've brought together three founders + finance pros to Head-to-head comparison between Excel and Causal,
trends, generative Al, among other topics give insights and advice building out financial models
@ Taimur Abdaal @ Taimur Abdaal @ Taimur Abdaal
4 4 4
|CAUSAL Platform v Customers v  Resources v Pricing Partners Docs Login Book Demo Sign up for free
WEBINARS
How to do More with regisertoateh thewebiner
[ ] .
Less in 2023
Tech companies are still growing, but are being asked to do more
. . Last Name*
with less. How can you, as a founder or business leader, balance the
competing requirements of growth and efficiency? Leaders from
Causal, Merge, and Ramp have answers to this and more just for Work Email*
youl!
Ay Job Title*
June13,2023 | (® 12pmET
Company Name*
CAUSAL Hear from the experts:
Shensi Ding
Co-Founder
Virtual Roundtable: X
# MERGE
How to do more 5
with less in 2023
Kimia Hamidi
June 13th at 12:00pm ET 2 ramp
Taimur Abdaal
Q Co-Founder & CEO
CAUSAL
|jve Hiring ~
- = = = AggreSS‘Ve
Kick off planning by building your @ vt 5 @
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first model in under 30 minutes @ arseries
$1.8m e New scenario Q@
$1.6m
s $
CAUSAL
PLATFORM CUSTOMERS INTEGRATIONS RESOURCES
Features Customer Stories Quickbooks Blog
Integrations Causal for Finance Xero Documentation
Trust and Security Causal for Startups NetSuite Product Updates
Pricing Salesforce Startup Finance Jobs
Snowflake Webinars
Careers
Privacy Policy
Terms of Service


Reordering charts

hotspotType: Drag

pageType: Application Application Application

screenKeywords:
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Customers Growth % Profit margin $ Customers
VERSION  Current Model 21 Aug ©  Current Model21Aug ©  Current Model 21Aug ©  Current Model 21 Aug 9
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VALUE 100 0% 100 8.51% 0% 8.51% 3,750 0% 3,750 109 0% 109
®
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@ VERSION  Current Model 21Aug ©  Current Model 21 Aug ©  Current Model 21Aug ©  Current Model21Aug ©  Current Model 21,
= VALUE 1957 0% 1,957 102% 0% 102% 73,397 0% 73,397 5238 0% 5,238 102% 0%
8
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Month Jan 23 s Dec 24
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Revenue: $13.3k
Type / to insert variables and @ to mention people
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Moving a model

screenKeywords:
»
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elcome back, Jane!
+
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Q + New Model v -+ New Folder
=] Manage and access your models quickly
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0 models 5min ago 34 min ago
Q New Model
4h ago
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21 August, 2023
Q N . 0
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+
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8 Manage and access your models quickly
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3 = Q1 Townhall ® Getting started ® New Model
1 model 35min ago 4h ago
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®
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Q 21 August, 2023 0
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+
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8 Manage and access your models quickly
S
3 ~ Q1 Townhall % 20?4 Forecast el & © Getting started
0 models 6min ago : 35min ago
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21 August, 2023
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(1)
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Trust & security

pageType: Marketing Marketing Marketing Marketing

screenKeywords:
CAUSAL Platform v Customers v  Resources v  Pricing Partners Docs Login Book Demo

TRUST & SECURITY

- -
Enterprise Level-Security
-
on a Single Platform
Causal provides you with the data protection you need for the
decisions you make
ADMIN CONTROLS SCENARIO PLANNING
User-Level Admin Controls Single-Sign On (SSO)
Causal’s robust admin controls grants access to users to share models to individuals Authenticate onto the Causal platform securely and
users and department, giving them the right level of access for their business. effortlessly with SAML and OpenlID Connect
protocols . Or, you can always authenticate via
Whether you want to give users access to make edits, suggestions, or read-only, you Google Identity to ensure authentication.
can be confident in the security of your permissioned data.
CAUSAL .
|| 9
1 EVa (0140 WAVETI T 1113 Hosting
B YO EE N ol EYatel g s R \VET - o [ AVAS] WAN R I RSy SMNYLN G EAVERETe VET el =Ye Y LY g i Yo All our production systems and databases are running on Google Cloud
and monitoring systems for both security and uptime. Engineers are on call facilities, hosted in the USA. For full information on the extensive measures,
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EYolelo]0] | S eToY Y T=Yoid [a o RO/ 1d o BY/o IV  did o 11e Wo-TaYA doTo) SE=To Yo B {oT e [ o]V e o] o] Auditing allows us to do ad-hoc security analysis, track changes made to our
T (1WA | e EY R o R (o N O VT | Y=Y g Yol Y] o3¢ =Yo Mo R A =T Y1 S O TV @VV7oY4 G [1W VAT o Lo setup and audit access to every layer of our stack.
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TRUSTED BY ALL
Causal was bl."lt for Wl.th (O TV | M ReT-T o Mol (=21 (=X [ (=1 (= (N ALV () e [N (=1 (=101 8
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com panles Of a" sizes (1YY Mo Y- 00 o FoY o A g T=T=To i doXelo) 0 TNV oK"Y/ 1d o W IRSTOTO N [ {=Y¢=Tg1
workbooks but can keep the same underlying model and
Trusted by industry leaders in financial services, tech, . - .y
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ecommerce, manufacturing and more. . . . . ,
o N g Y[} (VI RTa R Y BRI KT a T o) LAY/ o T Rila - T [ ET W oI ETo R (o] f-F-Te ]
stakeholder.”
@ JS PELLETIER
CAUSAL
PLATFORM CUSTOMERS INTEGRATIONS RESOURCES
|ADMIN CONTROLS SCENARIO PLANNING
User-Level Admin Controls Single-Sign On (SSO)
Causal’s robust admin controls grants access to users to share models to individuals Authenticate onto the Causal platform securely and
users and department, giving them the right level of access for their business. effortlessly with SAML and OpenlID Connect
protocols . Or, you can always authenticate via
Whether you want to give users access to make edits, suggestions, or read-only, you Google Identity to ensure authentication.
can be confident in the security of your permissioned data.
CAUSAL
2 John doe Viewer v v X X
G Sign in with Google
i 3 Dana Moor Admin - v v v
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A culture of security & privacy
Causal provides you with the data protection you need for the
decisions you make


Searching a category

hotspotType: Keyboard Input

screenKeywords:
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Project settings

appName: VEED

appCategory: Photo & Video

appTagline: AI video editor

companyStage: Growth Stage

screenElements:
Dropdown Menu
Keyboard Key
Side Navigation
Icon
Toolbar
Radio Button

screenPatterns:
Action Option
Help & Support
Video Player

allAppCategories:
Artificial Intelligence
Photo & Video

screenKeywords:
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Partners

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What we offer Fractional CFOs
Revenue Share Preferred Pricing Training and resources
Grow your business with a revenue-share Unlock the full power of Causal with Partner with Causal experts to get
partnership with Causal. Earn money for discounts and preferred pricing for both premium support and hands-on training.
every client that you refer to our platform. our Launch and Growth Plan. Learn the full power of Causal in minutes.
Why Causal?
Live data integrations Cohort modelling Multi-dimensional modelling
Connect to your data, wherever it lives. Pull in 2101 e e \V/aE:Taa [eX eTo) g To gl g g oTe [SI R Holl oT-Ya =T @i - Yol QR A 4[] (2101 Lo W V] {4 BXe TR R t=Ta K3 T Yo Y Mg e Yo [V SN (aa (V] 1] o] [
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Integrate your client’s accounting data sources directly
into their financial model in just a few clicks. Causal |magine the perfect spreadsheetl
requires 10-100x fewer formulas than Excel, allowing you
to build beautiful visuals and dashboards for your clients.
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Causal for startups

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GET STARTED WITH OUR TEMPLATES
The 3 templates you need at Seed/Series A
We’ve built these key templates at the right level of detail for 10-50-person companies,
with best practices from helping with 100s of startups with financial modeling.
$ 2ot
2
2 years ! /—\/'\—/ Tl
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Forecast your revenue, and understand what Understand the breakdown of your headcount Take the key outputs from your revenue and
kind of sales funnel you need to hit your and payroll costs by department and plan headcount models, add important costs and
revenue targets. your future hires. calculate key metrics like cash, runway, EBIT
and burn multiple.
Bar/Line Chart Pivot Table KPI
M™MATA VVMICILIAL ICATION
|CAUSAL Platform v Customers v  Resources v  Pricing Partners Docs Login Book Demo Sign up for free
Financial Model x  Headcount + Hiring Plan X + Causal
CAUSAL FOR STARTUPS © Monthly, Jan 22 -Dec ‘24 ~ @ Scenarios = Spreadsheet ¥ Dashboard 0 9 Charts M s
Q Ssearch £  Revenue previous * *(1+ GrowthRate )
Summary
Know your runway,
$80k
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on planning + reporting, and more time growing your business. Manths untlyou run out of money
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DATA VISUALISATION
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team and investors
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$4.9m Put reporting on autopilot with Causal's live dashboards
— let your team and investors see your numbers and play
$3.5m I with key assumptions, without breaking your model.
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CASE STUDY
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27 EMPLOYEES, SERIES A oa usy chier-or-sta
Before Causal, Aidan was spending countless hours every
|GET STARTED WITH OUR TEMPLATES
The 3 templates you need at Seed/Series A
We’ve built these key templates at the right level of detail for 10-50-person companies,
with best practices from helping with 100s of startups with financial modeling.
$ ot
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revenue targets. your future hires. calculate key metrics like cash, runway, EBIT
and burn multiple.
Bar/Line Chart Pivot Table KPI
M™MATA VVMICILIAL ICATION
|SCENARIO PLANNING DATA INTEGRATIONS
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What’s our runway if we hire 3 more How did we spend so much on
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engineers? contractors last quarter?
Write human-readable formulas to build and update models 5x Pull your historicals directly from QuickBooks/Xero, and drill down
faster than Excel/Sheets, and easily run multiple scenarios to into the transactions behind each number in 1 click, without having
compare different hiring, growth, and fundraising plans. to chase your accountant.
Connect your QBO/Xero (2 mins)
2 Hubspot
@ Default < @ Aggressive Hiring ~ G @ QuickBooks Transactions
@ Q1 Series B & Sayid Jarrah LLC 12/01/2023 $6,464
$1.8m
+ New scenario Jack Shepard & Co 14/01/2023 $1,000
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Kate Austen Consul... 22/01/2023 $1,000
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# Contractors ] $4,680
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# Payroll $12,480 $12,360
$0
# Software $4,412 $2,880
Mar 23 May 23 Jul 23 Sep 23 Nov 23 Jan 24
|CAUSAL Platform v Customers v  Resources v  Pricing Partners Docs Login Book Demo Sign up for free
Customer Stories
Causal for Finance
Causal for Startups
cAUSAL &  © Models / £ Runway Forecast €89~ O m
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Customer stories article detail

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CASE STUDY
Learn about Marley Spoon's switch to Causal for their cohort-based revenue model.
30 hours saved per month Greater confidence in accuracy L[ TR N (Tl TV - o T g 4 Y gy T
RO CEEVC R ER VX EYE R Yo [ 1A oo 100x fewer formulas and built-in Time freed up to focus on strategic,
and modelling automation. scenarios reduce errors. value-add work.
The problem
MARLEY SPOON
Accurate revenue forecasting is crucial for Marley Spoon's business. As the company expanded, the
business analysis team started reaching the bottleneck of spreadsheets:
o Difficult to manage — with a complex cohort revenue model across multiple dimensions,
Consumer 850 $350m . P P
the Excel file used to take 5 minutes to run, with no good way to keep track of different
|The problem
Accurate revenue forecasting is crucial for Marley Spoon's business. As the company expanded, the
business analysis team started reaching the bottleneck of spreadsheets:

¢ Difficult to manage — with a complex cohort revenue model across multiple dimensions,

Consumer 850 $350m
the Excel file used to take 5 minutes to run, with no good way to keep track of different

Marley Spoon is publicly listed, direct-to-consumer versions and run scenarios

meal-kit subscription service.

¢ Disconnected from data — Marley Spoon needed to pull actuals from a data warehouse,

The company operates across the US, Europe, and and push the outputs of the model into Looker

Australia.

o Difficult to share — the Excel file was too complex to directly share, so the team had to
maintain separate Google Sheets displaying simple outputs for stakeholders.

c? b

Segsnowflake - . . . .

o Looker ar ¢ Difficult to visualise data — The model’s complexity made it extremely cumbersome to
create compelling visuals, and the disconnect of the output Sheets from the core model
meant that visuals had to be manually updated as the model evolved.

Dina, Marley Spoon’s business analysis lead, was looking for a solution that would be flexible enough
to support a bespoke and complex revenue model (including cohorts) connected to their data
warehouse, while easily supporting multiple versions and scenarios, and being able to present directly
to stakeholders.
The solution Detailed Cohort Modelling
Our customer success team worked with Marley Spoon to build out their full
Data integrations revenue model in Causal. The model is at a weekly granularity, tracking each
Marley Spoon’s model is using Causal’s live data integrations to pull 2 years of weekly cohort separately, spanning 6 years.
B N E e i (7 B8 ST et T e i el e e, The model also spans 8 countries and 2 brands, letting Dina and her team drill
Causal automatically refreshes the actuals on a weekly basis, and automatically down into any of the 12 combinations of 'country’ and 'brand’, as well as easily see
compares them against different saved versions of Marley Spoon’s revenue aggregated views across the categories.
|THEY TALK ABOUT US
Causal Customer Stories
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MARLEY SPOON # PREFECT #) classDojo
845 EMPLOYEES, POST-IPO 85 EMPLOYEES, $46M FUNDING $191M FUNDING
How Marley Spoon saved 30 hours per month Learn how the Prefect finance team became How ClassDojo saved 2 days per month by
by levelling up revenue modelling with Causal better business partners while also planning streamlining their revenue, cohort and
accurately with 3x the speed secenario modelling with Causal
DTC B2B SaaS B2C SaaS
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38 EMPLOYEES, $11M FUNDING, 420 EMPLOYEES, $229M FUNDING
How Inscribe replaced their entire Excel Learn how Branch saved 5 days per month on
operating model with Causal, saving reporting and increased forecast accuracy by
|functionality.

The outcome
More time to focus on business partnering Al Ey SIS
Causal’s modelling functionality and data automation save
Dina’s team 30 hours per month. This has freed up their time
to focus on the strategic work that adds value to the business
— analysing performance and working with business partners “We evaluated a range of financial modelling products, but
to make better decisions. (O=TVEE IRVE TSR da FX ol WA o Eld {e]dag Rl g Y & o] {e)Vilo [=Yo R g -WagTeTe [ I3 Y]

flexibility that we needed, without requiring external
Greater confidence in accuracy consultants to manage it. Causal has freed up my team’s
With drastically fewer formulas and dedicated functionality for {1109 TR (ol {o TV I-Ro A RYZ- 1 (V-EE Yo [o [ A= RNTeY 4 ‘& Vi1 d s WeTo) gl ilo (Yo YeI =W a WoIV[
scenarios and versions, there’s much less complexity to numbers, and the Causal team are a pleasure to work with.”
manage in Causal, making it much less likely to make hidden
errors. Causal’s plain-english formulas also make every model
auditable by anyone, significantly reducing the chance of
formula errors and reducing the time required to double- ﬂ DINA FOK
check work.


Deleting a scenario

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» @ Revenue _// $7,500 $8,138 $8,831 $9,583 $10,399 $11,285 $12,247
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v OPERATING EXPENSES
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v CALCULATIONS
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» @ Profit margin _// $3,750 $4,069 $4,415 $4,791 $5,199 $5,642 $6,123
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JOBS SHOWCASE
Startup Finance Jobs
A showcase of FP&A and Strategic Finance roles at high-growth companies.
Find your next finance role at a breakout company.
FP&A and Strategic Finance are becoming crucial functions at high-growth companies. We've
compiled a list of the best finance roles at top startups below. Last updated: August 2023.
Finance Manager >
Q Latoken
Create and manage a stronger and compliant corporate structure, mitigate
financial risks, automat bonuses and report tactical and strategic insights to scale
monetization and grow to IPO/M&A.
® Initial Coin Offering © Remote (Canada, EU, UK, US) & Full-time
|X
@ LATOKEN
Finance Manager >
® Initial Coin Offering © Remote (Canada, EU, UK, US) & Full-time
What the job involves
e Collect: Conduct payments, do bookkeeping using an accounting
system
e Payrolls: Keep payrolls registry up to date, calculate remuneration
and bonuses, based on attendance and KPIs achieved. Ensure
payroll documents signed
¢ Balances Reconciliation: Ensure there are no deviations between
Blockchain and Platform balances
CORPORATE FINANCE
|atform v ustomers v esources v ricing artners OCS ogin 00! emo Igh up Tor iree
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|Find your next finance role at a breakout company.
FP&A and Strategic Finance are becoming crucial functions at high-growth companies. We've
compiled a list of the best finance roles at top startups below. Last updated: August 2023.
Finance Manager >
Q Latoken
Create and manage a stronger and compliant corporate structure, mitigate
financial risks, automat bonuses and report tactical and strategic insights to scale
monetization and grow to IPO/M&A.
® Initial Coin Offering © Remote (Canada, EU, UK, US) & Full-time
° Senior FP&A Analyst >
. Moonpay
Own the OPEX financial planning and reporting processes and the company’s
financial model for annual planning, rolling forecasts, and long range planning
® Seed Round © Remote (EU, UK) & Full-time
° FP&A Manager >
. Latoken
Own and manage the revenue financial planning and reporting processes and the
company’s revenue model for annual targets, rolling forecasts, and long range
planning.


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STARTUP FINANCE FINANCE
How to Utilize KPIs to Drive Startup Growth How to Profit Forecast without a Crystal Ball Budgets vs Actuals Deep Dive
KPIs act as a compass, helping managers make informed Best practices for forecasting profit without a crystal ball. Best practices to building a strong budgets vs actuals
decisions about business strategies. This article explores Turns out you will be wrong most of the time but that's framework
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Causal JUNE 12,2023
@ Taimur Abdaal AUGUST 11, 2023 @ Taimur Abdaal JULY 17, 2023
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Introducing Causal for Startups Best Practices for Financial Planning & Analysis The Ultimate Guide to Building an Annual
Companies need to be in sync to better drive success. To (FP&A) Teams Operating Plan .
help, we've launched Causal 2.0 - the single platform for Best practices to supercharge your FP&A function and The things to know when building an annual operating plan —
companies to make better decisions, together establish a strong framework for your business, regardless of stage.
|CAUSAL Platform v Customers v  Resources v  Pricing Partners Docs Login Book Demo
Startup Finance Jobs - Causal
Startup Finance Jobs. A showcase of FP&A and Strategic Finance roles at high-growth companies. Find your next finance role at a breakout company. FP&A and
Strategic Finance are becoming crucial functions at high-growth companies....
Startup Funding, Explained - The Causal Blog
Startup Funding, Explained. Everything you need to know about how to fund your startup. Jun 24, 2021. Jules Schulman. Contents....
How to Utilize KPlIs to Drive Startup Growth - The Causal Blog
The importance of KPIs in driving startup growth. KPIs act as a compass, guiding startups toward their objectives and helping them stay focused on what truly
matters....
Loading Unwanted Files at Startup in Excel .
Loading Unwanted Files at Startup in Excel. April 5, 2023. Excel is a powerful tool that can help you manage your data and automate your work. However, sometimes
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How to Utilize KPIs to Drive Startup Growth How to Profit Forecast without a Crystal Ball Budgets vs Actuals Deep Dive
KPIs act as a compass, helping managers make informed Best practices for forecasting profit without a crystal ball. Best practices to building a strong budgets vs actuals
decisions about business strategies. This article explores Turns out you will be wrong most of the time but that's framework
how to utilize them and provides examples. okay!
Causal JUNE 12,2023
@ Taimur Abdaal AUGUST 11, 2023 @ Taimur Abdaal JULY 17, 2023
ey C.2 :
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COMPANY FINANCE FINANCE
Introducing Causal for Startups Best Practices for Financial Planning & Analysis The Ultimate Guide to Building an Annual
Companies need to be in sync to better drive success. To (FP&A) Teams Operating Plan
help, we've launched Causal 2.0 - the single platform for Best practices to supercharge your FP&A function and The things to know when building an annual operating plan
companies to make better decisions, together establish a strong framework for your business, regardless of stage.


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o | uore "v L
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STARTUP FINANCE FINANCE
How to Utilize KPIs to Drive Startup Growth How to Profit Forecast without a Crystal Ball Budgets vs Actuals Deep Dive
KPIs act as a compass, helping managers make informed Best practices for forecasting profit without a crystal ball. Best practices to building a strong budgets vs actuals
decisions about business strategies. This article explores Turns out you will be wrong most of the time but that's framework
how to utilize them and provides examples. okay!
Causal JUNE 12,2023
@ Taimur Abdaal AUGUST 11, 2023 @ Taimur Abdaal JULY 17, 2023
ey C.2 :
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= T STV,
w = = e & D @ !
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COMPANY FINANCE FINANCE
Introducing Causal for Startups Best Practices for Financial Planning & Analysis The Ultimate Guide to Building an Annual
Companies need to be in sync to better drive success. To (FP&A) Teams Operating Plan .
help, we've launched Causal 2.0 - the single platform for Best practices to supercharge your FP&A function and The things to know when building an annual operating plan —
companies to make better decisions, together establish a strong framework for your business, regardless of stage.
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The Financial Planning Software Scorecard The Revenue Multiple Causal Achieves SOC 2 Type Il Certification
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&) Lukas Kébis AUGUST 9,2022
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é B A - s - o
Re . - » % Number of showrooms 166 - N ) Co
~ a i » = Customers 2,440 C}k Lﬁﬁx' B *E
i \ ¥ T A » 1 Unitsales 2,440 E:: -- | f:“
’ ’ & { 4 J o | + Add Variable t; G E- 1 L :;i
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, e > e
4 A f  Total Staff Cost $59,433 - o 5 ;ﬁ;f;s
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- f  Total expenses $59,433 W T 1 | | ‘“";sr
ENGINEERING ENGINEERING MARKETING
DevOps Challenges Scaling our Spreadsheet Engine from Thousands Setting Realistic Expectations Between
At Causal we’re constantly pushing the limits of our to Billions of Cells Marketing and Finance
platform, requiring creative and smart problem solving to From Maps to Arrays Finding the right balance
overcome those hurdles. .
&) Lukas Kébis JULY 5, 2022 Michael Taylor JUNE 30, 2022
&) Lukas Kébis AUGUST 8, 2022
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CAUSAL / & Vendor Template @ Use thistemplate () ¢
> Inputs E= View spreadsheet YV Views
P/L Expense Outflow by Vendor P4 P/L Expense Outflow by Department P4
Use the filter to toggle between Departments Use the filter to toggle between Vendors
Department: All Monthly ~ Vendor: All Monthly ~
$57k $57k
$42.8k $42.8k
$28.5k $28.5k
$14.3k $14.3k
$0 $0
Feb 23 May 23 Aug 23 Nov ‘23 Feb 24 May 24 Aug ‘24 Dec 24 Feb 23 May 23 Aug 23 Nov ‘23 Feb 24 May 24 Aug ‘24 Dec 24
@ Salesforce @ Causal @ Snowflake @ Google @ Finance @ Sales @ Marketing @ Engineering
Cash Outflow by Vendor P4 Cash Outflow by Department P4
Use the filter to toggle between Departments Use the filter to toggle between Vendors
Department: All Monthly ~ Vendor: All Monthly ~
$140k $140k
$105k $105k
|CAUSAL / & Vendor Template @ Use thistemplate () ¢
v Inputs E= View spreadsheet YV Views
Vendor Start Date  Finance ~ Salesforce ... ~ Vendor End Date Finance ~  Salesforce ... ~+  Vendor - Cost Finance ~ Salesforce ... + Vi
Date that the Vendor start providing services and billing. Date that Vendor stops providing services. The cost (overall for "Fixed" Spend Type or per Seat for ‘By... #
Jan 23 ] Jan 23 ] $ - )
$57k
Feb Mar
Apr May Jun
Jul Aug Sep $42 .8k
Oct Nov Dec
$28.5k $28.5k
$14.3k $14.3k
$0 $0
Feb 23 May 23 Aug 23 Nov ‘23 Feb 24 May 24 Aug ‘24 Dec 24 Feb 23 May 23 Aug 23 Nov ‘23 Feb 24 May 24 Aug ‘24 Dec 24
@ Salesforce @ Causal @ Snowflake @ Google @ Finance @ Sales @ Marketing @ Engineering
Cash Outflow by Vendor P4 Cash Outflow by Department P4
Use the filter to toggle between Departments Use the filter to toggle between Vendors
Department: All Monthly ~ Vendor: All Monthly ~
$140k $140k
$105k $105k
v I I I I I I v I I I I I I
|cAUsAL / & Vendor Template @ Use this template Oy 3
Vendor Template

> Inputs B View spreadsheet Y Views
Vendor Template

In the model, each Itemised Vendor has a Spend Type and Spend Frequency. Once combined with a Start Date, End Date, Cost and Seats the
model can forecast the Cash Outflow and P/L Expense for each Itemised Vendor. The Inputs are also broken down by Department so you can
specifically forecast each Department's cost by Itemised Vendor, this allows you to attribute one Itemised Vendor's cost across multiple
Departments. The Itemised Vendors are then grouped by Vendor to give an aggregate view of costs.

Please note the model assumes all payments are made in the first period the Itemised Vendor begins providing services and recurs on the period
the cost recurs as determined by the Spend Frequency.
The model also has Hide Empty Category Rows enabled which hides the unpopulated vendors to make the model easier to operate. You can
enable/disable this using CTRL/CMD+K.
P/L Expense Outflow by Vendor P4 P/L Expense Outflow by Department &
Use the filter to toggle between Departments Use the filter to toggle between Vendors

Department: All Monthly ~ Vendor: All Monthly ~

$57k $57k
$42.8k $42.8k
$28.5k $28.5k
|CAUSAL / & Vendor Template @ Use thistemplate () ¢
v Inputs E= View spreadsheet YV Views
Vendor Start Date  Finance ~ Salesforce ... ~ Vendor End Date Finance ~  Salesforce ... ~+  Vendor - Cost Finance ~ Salesforce ... + Vi
Date that the Vendor start providing services and billing. Date that Vendor stops providing services. The cost (overall for "Fixed™ Spend Type or per Seat for ‘By... #
Jan 23 ] Jan 23 ] $ - )
$57k $57k
$42.8k $42.8k
$28.5k $28.5k
$14.3k $14.3k
$0 $0
Feb 23 May 23 Aug 23 Nov ‘23 Feb 24 May 24 Aug ‘24 Dec 24 Feb 23 May 23 Aug 23 Nov ‘23 Feb 24 May 24 Aug ‘24 Dec 24
@ Salesforce @ Causal @ Snowflake @ Google @ Finance @ Sales @ Marketing @ Engineering
Cash Outflow by Vendor P4 Cash Outflow by Department P4
Use the filter to toggle between Departments Use the filter to toggle between Vendors
Department: All Monthly ~ Vendor: All Monthly ~
$140k $140k
$105k $105k
v I I I I I I v I I I I I I
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TEMPLATES
Use these templates, built by Causal and our community, as a starting point for your own
models.
CATEGORIES
Alltemplates
- -_—— -_——
Startup -a e - d =1
Finance G e o
Personal finance
[ J -GS o
Financial services e ] +12%
Marketing
STARTUP STARTUP
Vendor Template B2B Saa$S Revenue
Stay on top of your vendor spend as you track costs, Forecast your inbound and outbound leads to
subscription start/end dates and allocations to each determine revenue, and understand what kind of
department. sales funnel you need to hit your revenue targets.
|CAUSAL / & Vendor Template @ Use thistemplate () ¢
v Inputs E= View spreadsheet YV Views
Vendor Start Date  Finance ~ Salesforce ... ~ Vendor End Date Finance ~  Salesforce ... ~+  Vendor - Cost Finance ~ Salesforce ... + Vi
Date that the Vendor start brovidina services and billing.  Date that Vendor stops providing services. The cost (overall for “Fixed" Spend Type or per Seat for ‘By... #
Jan 23 v Al B Jan‘23 B $- '
Sales
C————— 1
$57k Marketing $57k
Engineering
$42.8k $42.8k
$28.5k $28.5k
$14.3k $14.3k
$0 $0
Feb ‘23 May 23 Aug 23 Nov ‘23 Feb 24 May ‘24 Aug 24 Dec 24 Feb ‘23 May 23 Aug 23 Nov ‘23 Feb 24 May ‘24 Aug 24 Dec 24
@ Salesforce @ Causal @ Snowflake @ Google @ Finance @ Sales @ Marketing @ Engineering
Cash Outflow by Vendor P4 Cash Outflow by Department P4
Use the filter to toggle between Departments Use the filter to toggle between Vendors
Department: All Monthly ~ Vendor: All Monthly ~
$140k $140k
$105k $105k
v I I I I I I v I I I I I I