Financial Planning Process

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Financial Planning Process

At GitLab, we run a rolling 4 quarter forecast process. This means that we are always looking out a minimum of 12 months when projecting revenue and expenses, and we update those forecasts at least once per quarter. Things move quickly and our forecast needs to iterate quickly to keep up with the business. By reforecasting quarterly, we can quickly evaluate and incorporate new initiatives into our forecasting model. That being said, we do follow an annual plan to set our goals and measurement for our top-level targets of revenue, profitability and expense management. We follow the cadence below in our planning process:

Monthly Update

Quarterly Forecast

Annual Plan