SaaS Metrics School

In episode #280, I just listened to a business podcast and must share the concept of growing versus scaling. This is such a critical concept for SaaS operators to understand. - Growing - Scaling - Metrics to measure Join our SaaS community. https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page G...

In episode #279, I’m tackling the metrics to track in your SaaS journey. One you pass 5M in ARR , a SaaS CFO can do a lot with your operational and financial data. - Use my 5 Pillar SaaS Metrics Framework - Pillar 1 Growth - Pillar 2 Retention - Pillar 3 Margins - Pillar 4 Financia Profile - Pillar 5 Efficiency - Should we segment? Retention Bootcamp: https://www.thesaasacademy.com/offers/Q2uE6U2B...

In episode #278, I’m tackling the metrics to track in your SaaS journey. One you reach the 3-5M ARR range, things can get really interesting with your financial profile and metrics. - Use my 5 Pillar SaaS Metrics Framework - Pillar 1 Growth - Pillar 2 Retention - Pillar 3 Margins - Pillar 4 Financial Profile Retention Bootcamp: https://www.thesaasacademy.com/offers/Q2uE6U2B/checkout 5 Pillar SaaS...

In episode #277, I’m tackling the metrics to track in your SaaS journey. Things start to take shape in the 1-3M ARR range. - Use my 5 Pillar SaaS Metrics Framework - Pillar 1 Growth - Pillar 2  Retention - Are we concerned about our financial profile yet? Retention Bootcamp: https://www.thesaasacademy.com/offers/Q2uE6U2B/checkout 5 Pillar SaaS Metrics Framework:  https://www.thesaascfo.c...

In episode #276, I’m tackling a subscriber question who is just starting their SaaS journey. There are definitely some building blocks to put into place so you have no regrets later. - Selecting your accounting software - Who does the accounting? - Building your accounting foundation - Cash or accrual accounting - Tracking your bookings - What metrics to track? Be in the know! Join our SaaS commun...

In episode #275, I’m sharing revenue insights from helping a lot of SaaS companies with their finances. You must clearly define your major revenue categories. Next, you must define your type of variable revenue. - The 6 major revenue categories - The types of variable revenue - Why this matters Be in the know! Join our SaaS community.  https://www.thesaasacademy.com/offers/ivNjwYDx/checkout S...

In episode #274, I’m sharing some insight from a Mark Roberge talk in Tempe, AZ at PHX FWD. The software business is undergoing another major shift. In the 80/90’s it started with on-premise software, then ASP, then SaaS, and now AI. - Business model changes - What if agentic AI entered your space? - Siebel Systems - from top player to SaaS laggard Be in the know! Join our SaaS community.  ht...

In episode #273, I’m sharing some insight from a Mark Roberge talk in Tempe, AZ at PHX FWD. Should we believe the ARR per FTE hype? - Is my SaaS being left behind? - Should we believe the hype? - Current benchmarks for ARR per FTE Be in the know! Join our SaaS community.  https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

In episode #272, I address poor financial close practices. You must close your books on time to understand economic performance. - What day should your books be closed? - Insource or outsource accounting? - It’s not just cash performance Be in the know! Join our SaaS community. https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

In episode #271, I address a student question from TheSaaSAcademy.com. And that’s billing pauses. How should we handle this with our revenue retention calculations? - Let’s define a billing pause - Impact on your MRR schedule - Impact on GRR and NRR - Unpredictable revenue Be in the know! Join our SaaS community.  https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

In episode #270, I address the methods of calculating your retention. Contrary to those social media posts, cohort retention is NOT the only way to calculate retention. I’ll tell you why. - The 3 retention calculations - What is cohort retention - What is aggregate retention - Segmentation Be in the know! Join our SaaS community.  https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  

In episode #269, I address a question from a recent conversation with a founder who was starting a software/hardware play. You must understand your business model and the type of company that you are building. - Am I Software or Hardware? - What is my business model? - Have you defined your SaaS P&L? - What about people-powered revenue? Be in the know! Join our SaaS community.  https://ww...

In episode #268, I address a debate that arose a recent SaaS CEO and CFO dinner in San Francisco. - What is Rev Ops? - CFO or CRO? Be in the know! Join our SaaS community.  https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

In episode #267, I address the coveted MRR schedule. Done wrong, it causes a ton of headaches and can derail due diligence. - What is the MRR schedule? - Where do you source the data? - What systems house this data? Have you joined our SaaS community?  https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

In episode #266, I address a reader's question about payment processing revenue. There are two key points. Recording the revenue on your P&L, and can I take ARR credit for this revenue stream? - The nature of your payment processing revenue - ARR credit - Gross profit Join my SaaS community to be notified of future training, webinars, templates, and more:  https://www.thesaasacademy.com/o...

In episode #265, I address one of the four key professional services metrics. I received a message from someone who read my blog posts about this metric. Let’s break down the steps and inputs. - Services backlog - Monthly burn number - Billable FTE’s Services Metrics:  https://www.thesaascfo.com/how-to-effectively-manage-your-professional-services-team-with-metrics/  

Episode 264 – The Difference Between Booking Date and Revenue Start Date In episode #264, I tackle a question from a SaaS CEO in Spain. They messaged me on LinkedIn about dates. Sales wants to record the contract on the execution date, and finance must begin revenue on the subscription start date. What’s the right process? - Bookings dates - Revenue on the P&L Have SaaS questions? Join our com...

In episode #263, I address the building blocks to your financial transparency. Tired of running financially blind? Know that you can do more with your data? - Why do we need this? - Chart of accounts - 4 key data sources - SaaS P&L - Technology - Training Free training on my process:  https://www.thesaasacademy.com/offers/zz3ZR2WL/checkout In-depth course on SaaS Metrics:  https://ww...

In episode #262, I address 2025 planning and R&D investments. - Calculate your OpEx profile. - Factors influencing your R&D budget - Where to get your benchmark data Check out Ray's data at benchmarkit.ai

In episode #261, I address the world of SaaS data. Bookings data is one of the biggest data mistakes that I see in SaaS. With this data, you can forget about understanding your GTM efficiency - What is bookings data? - Sources of bookings data - What if I’m self-service SaaS? Check out my post on the bookings report here:  https://www.thesaascfo.com/the-saas-bookings-report/

In episode #260, I address the world of fractional help. I’ll focus on the SaaS CFO but also share other fractional roles that I see in SaaS companies. - What ARR level should I hire a fractional CFO? - When should I hire a full-time CFO? - Fractional CFO or Interim CFO or part-time CFO - Outsourced bookkeeping - Other fractional roles My go-to firms for outsourced bookkeeping are at the bottom of...

In episode #259 I address the data and metrics required to scale your SaaS business. It’s no accident when SaaS companies achieve big ARR numbers. - Growth - Retention - Margins - Financial Profile - Efficiency Free training January 10th on my metrics playbook:  https://www.thesaasacademy.com/pl/2148613448 SaaS Metrics Foundation course in February:  https://www.thesaasacademy.com/the-sa...

In episode #258, I address fundraise sizes. Let’s break down common Series C and D round raises. - Series C round sizes - Series D round sizes - Sourced from TheSaaSNews.com Join my SaaS community for the latest data, trends, and templates:  https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Episode 257 – How Much Are SaaS Companies Raising in Series A and B Rounds? In episode #257, I address fundraise sizes. Let’s break down common Series A and B round raises. - Series A round sizes - Series B round sizes - Sourced from TheSaaSNews.com Join my SaaS community for the latest data, trends, and templates:  https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

In episode #256, I address fundraise sizes. Let’s break down common pre-seed and seed round raises. - Pre-seed round sizes - Seed round sizes - Sources from TheSaaSNews.com Join my SaaS community for the latest data, trends, and templates:  https://www.thesaasacademy.com/offers/ivNjwYDx/checkout