When you invite colleagues into Cube, a clear, friendly introduction goes a long way. Use this kit to give every new user the context, resources, and next steps they need—so they can start contributing without guesswork and you can stay focused on the numbers. Copy the templates, adjust as needed, and share with confidence.
What This Kit Includes:
- Slack/email templates for introducing Cube to non-finance users
- Quick descriptions of why each persona might care
- Links to relevant guides or dashboards
- Tips for a successful internal rollout
What Is Cube? (Simple explainer for non-finance users)
Cube is the platform we use to plan, track, and update budgets and forecasts across the company. It connects our financial data to tools like Excel, Google Sheets, Slack, and Teams to facilitate collaboration.
Message templates by use case
Choose the message based on why you're adding someone to Cube and customize it to your specific use case and tone. Each one includes:
- What Cube is
- Why were they added
- What to do next
- Links to help them get started
- A reminder to check for their Cube invite
Tips for Finance Champions:
- Always explain why you're inviting someone, not just what Cube is
- Use plain language—assume they’re not spreadsheet pros
- Follow up after 1–2 days to unblock them or answer questions
- Model the behavior: use Cube comments, tag people in updates, and share links in Slack or Teams
Added to see dashboard or report
Use when: Giving someone access to live performance or budget views. Include the link directly to the dashboard or report.
Hi [Name] — check your inbox for an invite from Cube.
I added you so you can view the dashboards I built showing how your team is pacing vs. budget, so we’re all working from the same numbers.
Let me know if you didn’t get the invite—I’ll resend it. Let’s chat through when you have some time!
To update a forecast, participate in a plan, or contribute to an input sheet
Use when: You’re asking someone to edit a portion of the forecast or add assumptions
Hi [Name] — check your inbox for an invite from Cube.
I added you so you can update forecast lines directly, no more spreadsheet version control.
Let me know if you want a quick walkthrough.
To collaborate on a plan or budget
Use when: Onboarding a team lead, budget owner, or cross-functional stakeholder.
Hi [Name] — you should’ve gotten an invite from Cube.
This is where we’ll collaborate on your team’s budget and planning. You can track spending, update forecasts, and comment on any changes—all in one place.
Let me know if the invite didn’t come through, and I’ll resend it.
To explore data or run scenarios
Use when: Giving access for modeling, strategic planning, or ad hoc analysis.
Hi [Name] — you should have a Cube invite in your inbox.
I added you so you can explore real-time data, test hiring or vendor scenarios, and support strategic planning with up-to-date numbers.
Let me know if you’d like help getting set up.
Additional resources to include in your message
- You can also ask Cube questions directly in Slack or Teams - here's a quick guide (link to guide) to get set up.
- Check for your Cube invite email in your inbox!
- Link to the dashboard, report, or shared file. (Use the share icon for the resource you'd like to share.)
- Link to the “Welcome to Cube” video:
- Link to the Help Center: https://help.cubesoftware.com/hc/en-us