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  1. Cube
  2. Getting Started

Getting Started

Learn the basics of Cube and see how we can help you work more strategically.

Welcome to Cube

Learn what Cube does and how to get started quickly.
  • What is Cube?

  • What is Cube's data model?

  • Cube Workspace overview

  • Spreadsheet App overview

  • Cube glossary

Cube by Role

See how FP&A, Accounting, and other roles use Cube for planning and analysis.
  • Finance without jargon: Plain-English glossary for Cube collaborators

  • Setting your collaborators up for success with Cube

  • How to be a great Cube collaborator

  • Using Cube as an Executive or CEO

  • Using Cube as a Sales leader

  • Using Cube as a Budget Owner

See all 8 articles

Set up Cube's apps

Install and use Cube in Excel, Google Sheets, and more
  • Install the Cube Spreadsheet App for Excel or Google Sheets

  • Customize your Spreadsheet App settings

  • Add Cube to allowed Google Workspace apps

AI agents in Slack and Teams

Ask questions and build reports directly from Slack or Microsoft Teams.
  • Use AI Analyst in Slack or Teams

  • Get started with Cube for Slack

  • Get started with Cube for Teams

  • Product

  • How Cube Works
  • Why Cube?
  • AI in Cube
  • Integrations
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  • Pricing
  • Use Cases

  • Data Management
  • Reporting & Analytics
  • 3-Statement Model
  • Ad-Hoc Reporting
  • Cash Flow Reporting
  • Performance Reporting
  • Variance Analysis
  • Planning & Modeling
  • Annual Planning
  • Driver-Based Planning
  • Forecasting
  • Headcount Planning
  • Strategic Decision Support
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  • TEMPLATES

  • 12-Month Forecast
  • 3-Statement Model
  • CapEx Planning
  • Headcount Planning
  • OpEx Planning
  • P&L Planning (BvA)
  • SaaS Revenue Model
  • Statement of Cash Flow
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