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How to Build a "Beat and Raise" Forecast

Jun 26, 2025

•

4 min read

How to Build a "Beat and Raise" Forecast

The Tightrope Walk of Financial Forecasting

CJ Gustafson
CJ Gustafson
How PayPal Budgets and Forecasts Revenue

Mar 13, 2025

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5 min read

How PayPal Budgets and Forecasts Revenue

Breaking Down the FP&A Playbook of a $2 Trillion Payments Giant

CJ Gustafson
CJ Gustafson
Your Complete Guide to Sales Territory Planning

Feb 6, 2025

•

20 min read

Your Complete Guide to Sales Territory Planning

An 8-Point Playbook for Structuring Territories That Drive Revenue (and Keep Your Reps from Rioting)

CJ Gustafson
CJ Gustafson
How to Measure R&D Efficiency on your P&L

Jan 28, 2025

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8 min read

How to Measure R&D Efficiency on your P&L

Benchmarking ROI on technical resources

CJ Gustafson
CJ Gustafson
Mastering OKRs in 2025

Nov 14, 2024

•

3 min read

Mastering OKRs in 2025

Make sure your OKRs stick, and actually drive better results.

CJ Gustafson
CJ Gustafson
How to Build a Long Range Plan

Oct 10, 2024

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15 min read

How to Build a Long Range Plan

A detailed guide to building multi year forecasts

CJ Gustafson
CJ Gustafson
Your Definitive Guide to Annual Planning - Part 4: How to Pitch an Annual Budget to your Board

Aug 22, 2024

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6 min read

Your Definitive Guide to Annual Planning - Part 4: How to Pitch an Annual Budget to your Board

Helping you build your annual budget

CJ Gustafson
CJ Gustafson
Where should Customer Success sit on the P&L?

Aug 20, 2024

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5 min read

Where should Customer Success sit on the P&L?

Should Customer Success go in COGS or Sales?

CJ Gustafson
CJ Gustafson
Your Definitive Guide to Annual Planning - Part 3: Bottoms Up Budgeting

Aug 15, 2024

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12 min read

Your Definitive Guide to Annual Planning - Part 3: Bottoms Up Budgeting

Helping you build your annual budget

CJ Gustafson
CJ Gustafson
Your Definitive Guide to Annual Planning - Part 2: Tops Down Target Setting (with Templates)

Aug 8, 2024

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7 min read

Your Definitive Guide to Annual Planning - Part 2: Tops Down Target Setting (with Templates)

Helping you build your annual budget

CJ Gustafson
CJ Gustafson
Your Definitive Guide to Annual Planning: Where Do I Start?

Aug 1, 2024

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4 min read

Your Definitive Guide to Annual Planning: Where Do I Start?

What data do I need to start the annual planning process?

CJ Gustafson
CJ Gustafson
Big Arms and Skinny Legs

Jul 14, 2024

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8 min read

Big Arms and Skinny Legs

7/14/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
The Ultimate Guide to Revenue Mix Planning

Jun 4, 2024

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10 min read

The Ultimate Guide to Revenue Mix Planning

Forecasting the "make up" of future revenue, with PLGeek's Ben Williams

CJ Gustafson
CJ Gustafson
A 5 Step Framework: How to "Win" Budget for Your Department

Oct 19, 2023

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10 min read

A 5 Step Framework: How to "Win" Budget for Your Department

Tricks of the trade to earn (and stash) more resources

CJ Gustafson
CJ Gustafson
Your Complete Guide to Annual Planning (Part 5): Bringing it all together

Sep 14, 2023

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11 min read

Your Complete Guide to Annual Planning (Part 5): Bringing it all together

Our five part series on Annual Budgeting for Tech Startups

CJ Gustafson
CJ Gustafson
Your Complete Guide to Annual Planning (Part 4): Costing out the P&L

Sep 7, 2023

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13 min read

Your Complete Guide to Annual Planning (Part 4): Costing out the P&L

Our five part series on Annual Budgeting for Tech Startups

CJ Gustafson
CJ Gustafson
Your Complete Guide to Annual Planning (Part 3): Marketing Budget

Aug 31, 2023

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10 min read

Your Complete Guide to Annual Planning (Part 3): Marketing Budget

Our five part series on Annual Budgeting for Tech Startups

CJ Gustafson
CJ Gustafson
Your Complete Guide to Annual Planning (Part 2): Building Sales Capacity

Aug 24, 2023

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14 min read

Your Complete Guide to Annual Planning (Part 2): Building Sales Capacity

Our five part series on Annual Budgeting for Tech Startups

CJ Gustafson
CJ Gustafson
Your Complete Guide to Annual Planning (Part 1): The Kickoff

Aug 17, 2023

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11 min read

Your Complete Guide to Annual Planning (Part 1): The Kickoff

Our five part series on Annual Budgeting for Tech Startups

CJ Gustafson
CJ Gustafson
Everyone has an Annual Operating Plan until they get punched in the face

Oct 25, 2022

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9 min read

Everyone has an Annual Operating Plan until they get punched in the face

Rules of thumb for nailing your annual planning cycle

CJ Gustafson
CJ Gustafson
Be careful what you put up there

Apr 12, 2022

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9 min read

Be careful what you put up there

Protecting your gross margin

CJ Gustafson
CJ Gustafson
How do you fit into headcount plans?

Apr 5, 2022

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5 min read

How do you fit into headcount plans?

Staffing mix and how it changes over time

CJ Gustafson
CJ Gustafson

yo, btw…

none of this is intended to be financial or legal advice. do your own homework. call your mom once a week. and make sure to hydrate.