The MSA SaaS Solution: The Missing Link Between CRM & Finance

The MSA SaaS Solution: The Missing Link Between CRM & Finance
Bringing Revenue Intelligence to OneStream

Most finance teams have deep visibility into recognized revenue but limited insight into the subscription bookings that drive future performance. Revenue forecasting often lives across disconnected sales and marketing systems, creating a gap between go-to-market activity and financial planning.

The MindStream SaaS Solution closes that gap with a plug-and-play decision engine that transforms subscription bookings into a forward-looking revenue model. With a single transaction, finance teams can immediately understand the long-term impact on revenue, Annual Recurring Revenue (ARR), renewals, and growth trajectories.

By elevating ARR and bookings from operational metrics to strategic scorecards, organizations gain a clearer view of business health, future revenue streams, and planning assumptions, empowering FP&A teams with the visibility needed to make more informed decisions.

Discover how finance leaders are using ARR and bookings as strategic scorecards to better understand performance today and predict results tomorrow.

(CPE credit available).

• Why subscription businesses need visibility beyond revenue recognition
• Understanding the disconnect between bookings, ARR, & financial planning
• Introduction to the MindStream SaaS Solution
• How the plug-and-play decision engine models long-term revenue impact
• Using bookings & ARR as leading indicators for business health
• Connecting Sales, Marketing, & Finance data for better planning & forecasting
• Live demonstration & customer use cases
• Q&A

Who Should Attend:

• FP&A Leaders & Analysts
• Finance Transformation Leaders
• CFOs and Finance Executives
• Revenue Operations Teams
• Corporate Planning Teams
• OneStream Customers and Prospects
• Organizations seeking greater visibility into subscription revenue performance

Earn CPE Credit

Don’t miss this chance to master OneStream’s extensible documentation and earn 1 CPE credit. Reserve your spot for the live webinar to create professional, dynamic reports with ease!  CPE Course details:

• Course Level: Intermediate
• Prerequisite: Professional accounting experience
• Preparation: None required
• Delivery Method: Group internet-based
• Recommended Field of Study: Specialized Knowledge
• CPE Credit: 1 (live event only)
• Refund Policy: Free course; no refunds needed. Contact marketing@mindstreamanalytics.com  (mailto:marketing@mindstreamanalytics.com) for concerns.
• Complaint Resolution: Reach out to marketing@mindstreamanalytics.com  (mailto:marketing@mindstreamanalytics.com) for administrative inquiries.
• NASBA Sponsorship: MindStream Analytics, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards have final authority on CPE credit acceptance. Complaints can be submitted via www.nasbaregistry.org.
  
  

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