All Episodes
Episodes
Can the Large Software Incumbents Survive the Agentic AI Competitive Threat?
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...
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Don’t Believe the $5M ARR per Employee Hype
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...
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Founders Please Close Your Books On Time
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...
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Billing Pauses Wreak Havoc on Your Revenue Retention
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...
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Cohort Retention is NOT the Only Retention Method
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...
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Am I a Software Co with Hardware or Hardware Co with Software?
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...
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Should Rev Ops Report to the CRO or CFO?
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...
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What is the Purpose of an MRR Schedule and Why You Should Care
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...
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Should I Count Payment Processing Revenue as ARR
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...
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How to Calculate Services Backlog in Months
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
-...
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The Difference Between Booking Date and Revenue Start Date
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...
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How to Build Your Metrics Foundation in 2025
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...
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