Planning & Forecasting

Your guide to annual budgeting season, from sales to marketing to G&A

Don’t Start Your Annual Plan without these 5 Inputs

Sep 15, 2026

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6 min read

Don’t Start Your Annual Plan without these 5 Inputs

Data you collect to start your budgeting process

CJ Gustafson

Sep 8, 2026

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2 min read

The Annual Planning Bible

I wrote you a (free) book on budgeting in the age of Al

CJ Gustafson

Jul 7, 2026

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8 min read

Tactics for Budgeting at Hyperscale

What Vercel's CFO taught me about running multiple plans at once

CJ Gustafson

How Rivian Plans for Stuff That Doesn't Exist Yet

Jun 16, 2026

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6 min read

How Rivian Plans for Stuff That Doesn't Exist Yet

Sweating the capacity you have

CJ Gustafson

When Should You Start Allocating Overhead to Departments?

May 19, 2026

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8 min read

When Should You Start Allocating Overhead to Departments?

And which costs should get allocated?

CJ Gustafson

How Samsara Matured it's Forecasting from Private to Public

May 5, 2026

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7 min read

How Samsara Matured it's Forecasting from Private to Public

A tactical lesson in capital allocation, budgeting, and reforecasting

CJ Gustafson

Mar 10, 2026

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9 min read

Launch Lessons from Disney+ CFO

Five lessons on forecasting something that's never been done before

CJ Gustafson

Feb 10, 2026

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13 min read

How Grindr Forecasts User Reactivations

Tips for forecasting Subscription that don't behave like typical SaaS

CJ Gustafson

How Snowflake Forecasts Consumption Based Revenue

Jan 6, 2026

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13 min read

How Snowflake Forecasts Consumption Based Revenue

A masterclass in commitment models, and making them work at scale

CJ Gustafson

Explaining Why Your Forecast is Wrong: 3 Possibilities

Dec 23, 2025

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11 min read

Explaining Why Your Forecast is Wrong: 3 Possibilities

And how to take the sting out of it

CJ Gustafson

Templates: Presenting Your Annual Budget for Board for Approval

Dec 11, 2025

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2 min read

Templates: Presenting Your Annual Budget for Board for Approval

Use these slides to show your work

CJ Gustafson

Oct 16, 2025

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1 min read

Download: The Annual Planning Bible

I wrote you an entire book (yes, a book) on conquering budget season

CJ Gustafson

Oct 14, 2025

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15 min read

The Art of "Cowboy Forecasting"

And how forecasting changes as you scale

CJ Gustafson

Annual Planning: How to Build a Sales Capacity Model

Sep 25, 2025

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9 min read

Annual Planning: How to Build a Sales Capacity Model

With excel templates to build your own

CJ Gustafson

How to Build a "Beat and Raise" Forecast

Jun 26, 2025

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4 min read

How to Build a "Beat and Raise" Forecast

The Tightrope Walk of Financial Forecasting

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

Your Complete Guide to Sales Territory Planning

Feb 6, 2025

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13 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

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

Dec 19, 2024

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8 min read

FP&A F'Ups

A list of boobytraps for first time FP&A leaders

CJ Gustafson

Nov 14, 2024

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6 min read

Mastering OKRs in 2025

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

CJ Gustafson

Oct 10, 2024

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9 min read

How to Build a Long Range Plan

A detailed guide to building multi year forecasts

CJ Gustafson

The Path of Least Resistance: Profitability vs Growth

Sep 8, 2024

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9 min read

The Path of Least Resistance: Profitability vs Growth

9/8/24 Benchmarks for Operators

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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2 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

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

Should You Move to a Non Standard Fiscal Year?

Aug 18, 2024

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12 min read

Should You Move to a Non Standard Fiscal Year?

8/18/24 Benchmarks for Operators

CJ Gustafson

Planning & Forecasting

Don’t Start Your Annual Plan without these 5 Inputs

The Annual Planning Bible

Tactics for Budgeting at Hyperscale

How Rivian Plans for Stuff That Doesn't Exist Yet

When Should You Start Allocating Overhead to Departments?

How Samsara Matured it's Forecasting from Private to Public

Launch Lessons from Disney+ CFO

How Grindr Forecasts User Reactivations

How Snowflake Forecasts Consumption Based Revenue

Explaining Why Your Forecast is Wrong: 3 Possibilities

Templates: Presenting Your Annual Budget for Board for Approval

Download: The Annual Planning Bible

The Art of "Cowboy Forecasting"

Annual Planning: How to Build a Sales Capacity Model

How to Build a "Beat and Raise" Forecast

How PayPal Budgets and Forecasts Revenue

Your Complete Guide to Sales Territory Planning

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

FP&A F'Ups

Mastering OKRs in 2025

How to Build a Long Range Plan

The Path of Least Resistance: Profitability vs Growth

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

Where should Customer Success sit on the P&L?

Should You Move to a Non Standard Fiscal Year?

yo, btw…