All Episodes
Episodes
I’m Struggling with Your Bookings Data
In episode #215, I address bookings data from our CRM. This is one of the four key finance data sources. And one that we get wrong.
- What is a booking?
- How do we use bookings data?
- What are the key fields that I...
View Episode
What to Do When Your Accounts Receivable and Aging Are Out of Control
In episode #214, I address cash flow. Plain and simple. Don’t collect on your open invoices and you’ll soon be out of business.
- What is AR?
- What is AR aging?
- My plan of attack to collect on invoices
Check out...
View Episode
How Late is Late for a Late Payment?
In episode #213, I address a student question from my SaaS metrics community. As a CFO, this question is near and dear to my finance heart.
- What is considered late?
- Does invoice size amount matter?
- My maximum...
View Episode
Not All CARR is Created Equally
In episode #212, I address Contracted Annual Recurring Revenue (CARR). This can get really tricky when everyone is defining ARR differently. And CARR is often used in SaaS valuation discussions.
- What is CARR?
- SaaS...
View Episode
Your Accounting Team Needs a Close Calendar Checklist
In episode #211, I address your accounting foundation. Like it or not, accounting data is so important and feeds the SaaS finance process.
- SaaS accounting foundation
- SaaSify your chart of accounts
- Clean close...
View Episode
Parent Child Relationships Can Cause a Big Metrics Mess
In episode #210, I address the parent-child relationship—and I’m not talking about the relationship with your teenager. If not done right, it can wreak havoc on your financial analysis and metrics.
- What is the...
View Episode
Founder / Investor Fit is Critical for Fundraising Success
In episode #209, I address fundraising tips and tricks. This tip is one that is always mentioned when I interview SaaS founders about their fundraising experience.
- What is founder / investor fit
- Vet your...
View Episode
Is LTV to CAC Dead as a Metric?
In episode #208, I address social media posts that attack LTV to CAC. Don’t believe the blanket statements that you read about SaaS metrics.
- What is LTV to CAC?
- When does Ben use LTV to CAC?
CAC...
View Episode
How Do We Track Retention When We Offer Multi-year Contracts
In episode #207, I address retention in a multi-year contract environment. Should we use only classic retention analysis?
- The 3 retention metrics
- When to apply the renewal rate?
- What is renewal rate?
View Episode
I Rarely See This Metric Tracked in SaaS Companies
In episode #206, I address a non-financial metric that I love. That is NPS or CSAT. But you see a lot of folks who would rather pass on NPS.
- Any feedback is good feedback
- NPS
- Try my NPS tool
Join my SaaS...
View Episode
How to Tackle Your Retention Problem
In episode #205, I address the must-have retention metrics and how to zero in on retention problems.
- The 3 retention metrics
- Where’s my retention problem?
- Cohort vs. aggregate retention
Grab my retention...
View Episode
Do Your VC’s Not Care Anymore?
In episode #204, I address a post by SaaStr about VC’s checking out on current investments. What now?
- Set your own financial roadmap
- Forecasting
- 5 Pillar SaaS Metrics Framework
Grab my framework...
View Episode