All Episodes
Episodes
Bookings Data is Finance Data Source 1
In episode #183, I address the four key sources of SaaS finance data. This data feeds our forecast, SaaS metrics, financial analysis, Board reporting, and more. We must implement a clean monthly data process.
- What...
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Contracted MRR vs P&L MRR
In episode #182, I address the nuances of MRR. We could be talking about an accounting number, a CRM number, and a number from who knows where.
- What is MRR?
- Accounting MRR
- Contracted MRR
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Please Code Your Expenses to the Department Level
In episode #181, I address an all too frequent accounting problem. Department coding. Save yourself headaches down the road by coding expenses to the department level.
- Pure-play SaaS departments
- COGS vs. OpEx
-...
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Founders You Must Be Profitable on Your Services Revenue
In episode #180, I address professional services revenue. PS revenue required to set up, configure, onboard, and train your customers. And essential department when selling mid-market and enterprise software.
- What...
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How Do I Calculate Retention if I Have Consumption Revenue?
In episode #179, I address revenue retention and variable revenue streams. This can be tricky if our variable revenue offers no consistency. Period of measurement is key.
- Variable revenue streams
- Period of...
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How I Use the Rule of 40 When You Are Less Than 10M ARR
In episode #178, I address the proper time to use the Rule of 40. There are a lot of opinions here on when to implement this metric. Some say above 25M in ARR. Some say 50M ARR.
- What is the Rule of 40?
- Your...
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Pass 90% of Your SaaS Peers with These 4 Finance Steps
In episode #177, I address the 4 things you can do to pass 90% of SaaS peers in financial maturity.
- Your Chart of Accounts
- The Proper SaaS P&L
- Department Coding
- Revenue Recognition
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How I Assess the Setup of Your SaaS P&L
In episode #176, I address the structure of your SaaS P&L. This is my top requested coaching session from founders and finance teams. You must get this right.
- Your chart of accounts
- Your revenue section
- Your...
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Where Does Customer Success Expense Belong on Your SaaS P&L
In episode #175, I address the hotly debated topic of customer success expense. Where do we code wages and bonuses? To get this right, we must first define the role of CS in your SaaS company.
- What is the role of...
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Does Expansion MRR or ARR Include Renewals?
In episode #174, I address bookings, renewals, and expansion. These data points can get confusing if we don’t define them correctly.
- When is a renewal a booking?
- When is a renewal NOT a booking?
- Does renewal...
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What is the Impact of Gross Revenue Retention on Valuation?
In episode #173, I address a student question this week in my SaaS Metrics Foundation course. We must understand our GRR, benchmarks, and how third parties will judge our SaaS business. Check out episode #59 on gross...
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What Revenue Streams Should Be Included in Our MRR Schedule?
In episode #172, I address revenue streams and MRR schedules. This is no joking matter. Our metrics and valuation depend on clean data.
- Common SaaS revenue streams
- MRR schedules
- Combining MRR schedules
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