SaaS Metrics School

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://www.thesaasacademy.com/offers/ivNjwYDx/checkout

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/offers/ivNjwYDx/checkout

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 community: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

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://www.thesaasacademy.com/the-saas-metrics-foundation

Live course on SaaS metrics: https://www.thesaasacademy.com/the-saas-metrics-foundation-course-community

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/