Mosaic

A structured data model driving your financial projections is important, and Mosaic makes it incredibly easy to map and manage that data model. It's a powerful platform with an intuitive UI that simplifies the forecasting process from start to finish. Mosaic also makes it very easy to share/collaborate with executives, department leaders, and ICs while maintaining version control and appropriate roles/permissions.

There can be some additional functionality with respect to revenue modeling (e.g., out of the box templates). Having said that, the revenue modeler is incredibly flexible and can be customized to fit any business need.

We got up & running on Mosaic with our opex & department-level reporting incredibly quickly. We have a ton of visibility into how our expense/headcount are tracking, and headcount planning is very straight forward. Many of our department heads have found Mosaic a much easier way to ingest data than the google sheets we were using previously.

As a main administrator, I use Mosaic weekly & it simplifies our budget refreshes & BVA reporting significantly.

We are still using google sheets/excel files for more complex parts of our modelling (revenue), as they offer flexibility & speed of updating that Mosaic can't match. We also use google sheets when we need people outside the Finance team to comment or suggest edits, as Mosaic does not have those collaborative capabilities.

We do not use any Mosaic reports directly in our executive reporting, as we can't customize them sufficiently to meet our needs.

I didn't know much about this solution before it was introduced to me by another leader on my team but now I love using this tool because it allows for me to easily analyze our revenue data.

I would say if your data is tracked in complicated spreadsheets, the onboarding may be a bit challenging but once you dial in the data or clean up your data in a way that Mosaic has the ability to digest that information it is smooth sailing.I would say if your data is tracked in complicated spreadsheets, the onboarding may be a bit challenging but once you dial in the data or clean up your data in a way that Mosaic has the ability to digest that information it is smooth sailing.

It is very helpful to have financial data from ERP system loaded automatically, and to have both forecast and actual data stored in a structured format rather than manually copying and pasting everything in spreadsheets. Built in logic There is quite a bit of flexibility in how to set up models and and calculations. Built in logic for headcount alleviates many struggles with the complexity of personnel forecasting. The comparison reports make tracking and comparing multiple forecasts and actual financials simple.

The documentation could be organized better and have more information and examples about certain features. Reporting functionality requires a lot of clicks to get certain data points, especially forecast metrics other than financial account values. The ability to calculate custom metrics is limited for forecast scenarios.