Clouded Judgement

OCTOBER 13, 2023

So while it’s good to see broth expectations pick up for 2024, the current expectations would still be below the long term annual growth average. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. next year, up from 2.7%

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Cloud Artificial Intelligence Subscription Payment Features 169

SaaStr

SEPTEMBER 13, 2023

Founder and General Partner of Craft Ventures, David Sacks, shares his perspective on what to expect from SaaS in 2024. So there are two points for the need for the burn multiple… #1 Why come up with this new metric as opposed to CAC and CAC payback? Key Takeaways There are plenty of predictions about SaaS in 2024.

SaaS Payments 215

SaaS Payments Payment Solutions AI SaaS 215

Totango

JANUARY 3, 2024

As we kick off 2024, it’s time to reflect on the past year and look forward to what the future holds for customer success. Let Totango support your business growth in 2024 We’re excited about the future of customer success and the role we can play in business growth for 2024.

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Software Review Scale Customer Success Innovation 111

Subscription Flow

DECEMBER 28, 2023

Here, in this article, we are going to jot down the SaaS financial metrics that investors look into before giving you funding for your project or business idea. Today, metrics or KPIs have made it easier for investors to see if they should invest in a project or not. So, here are the metrics that you need to monitor: 1.

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Metrics SaaS Finance Acquisition 52

SaaS Metrics

MARCH 5, 2024

Would you believe that we are three months into 2024 already? Read more The post Top SaaS Design Trends for 2024 first appeared on SaaS Metrics. Now, web designers for SaaS made their predictions of what to expect from the industry way before New Year’s.

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SaaStr

FEBRUARY 13, 2024

Sam Blond, Partner at Founders Fund and host of SaaStr’s CRO Confidential shares his advice for building an SDR function in 2024 based on his experience as CRO at Brex. There are two metrics Sam sees most commonly used to measure performance. How do you build out a Sales Development (SDR) function at your SaaS company? Opportunities.

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Sales Hiring Scale Underperforming Technical Team Revenue 165

Blulogix

DECEMBER 27, 2023

UBP: The Theme for 2024 By BluLogix Team With the insights gleaned from this series, it’s clear that UBP is not just a pricing model; it’s a strategic theme that will shape the B2B landscape in 2024 and beyond. Stay tuned, adapt, and be prepared to ride the wave of the UBP revolution in 2024 and beyond!

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SaaStr

APRIL 17, 2024

They’re still transitioning from onprem / appliciance model to cloud, which makes some of the metrics a touch confusing. For me, Net New Customer Count has become the metric I obsess the most about at scale. Rubrik has gone aggressively more upmarket — from just 23 $100k customers in 2019 to 1,742 in 2024. #3.

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FastSpring

FEBRUARY 8, 2024

Explore the Power of Changelog Integration in Our Documentation Navigating the Tax Landscape: Key Changes That Demand Your Attention in 2024 Quarterly B2B Onboarding Update: Your Complete Guide to Seamless Transactions! The post FastSpring Support: 2024 Q1 Updates From Customer Support appeared first on FastSpring.

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Payment Methods Customer Support Merchant Services Payments 78

SaaStr

DECEMBER 29, 2023

In part one of this week’s Ask-Me-Anything (AMA) with SaaStr founder and CEO Jason Lemkin, he answered the community’s questions about whether all anyone cares about is AI anymore, investor appetites going into 2024, vertical SaaS, and thriving as a solo founder. If you’re behind in your segment, fix it in Q1, or you won’t pass in 2024.

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Tom Tunguz

APRIL 1, 2024

Metric 2023 2024 Delta Subscription Revenue, $m 385 538 40% Subscription GM 83% 81% - Legacy Revenue, $m 214 90 -58% Legacy GM 44% 47% - The company’s subscription revenue increased from $385 to $538 million with a gross margin of 81-83%. The contribution margin has improved from -117% in 2022, to -38% in 2023, to -12% in 2024.

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Data Subscription Payment Features Cloud 170

Sales Hacker

JANUARY 30, 2024

Only one month into 2024, we’re already seeing a significant shift in the marketing metrics world. Part of this re-evaluation has led many to believe it’s time to bid farewell to the Marketing Qualified Lead (MQL) as a primary metric and embrace the concept of pipeline as the new kingpin of success in marketing efforts.

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Metrics Marketing Technical Review Sales Funnel 90

Chargebee

DECEMBER 27, 2023

As we transition into 2024, reflecting on 2023 events marked by rising interest rates, capital market challenges, and evolving customer behaviors, businesses are at a pivotal juncture. The past year’s trials have prompted a hard reset, compelling organizations to reassess their operating models for increased resilience.

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Metrics Acquisition Subscription Payment Features 52

Chargebee

DECEMBER 27, 2023

As we transition into 2024, reflecting on 2023 events marked by rising interest rates, capital market challenges, and evolving customer behaviors, businesses are at a pivotal juncture. The past year’s trials have prompted a hard reset, compelling organizations to reassess their operating models for increased resilience.

Metrics 52

Metrics Acquisition Subscription Payment Features 52

ChurnZero

JANUARY 25, 2024

How will customer success jobs, and the skills they require, evolve in 2024? Let’s explore the essential trends, specializations, and factors driving the evolution of CS skills in 2024, and consider how you can upskill yourself and your team to stay at the cutting edge.

Customer Success 52

Customer Success Sales Recruiting Sales Hiring Scale 52

SaaStr

DECEMBER 13, 2023

So Jamin Ball at Altimeter Capital probably does the best job of tracking SaaS and Cloud metrics of public companies of anyone out there. Both have seen headwinds this past year and both said variants of the same thing: 2024 has to be better, if for no other reason than we’re lapping a tough renewal cycle.

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SaaS Cloud Scale Metrics 245

Kellblog

MARCH 29, 2023

Just a quick post to share the slides from the presentation I gave today at the KiwiSaaS conference to discuss the SaaS metrics that matter in 2023 and 2024. This includes an explanation of why I excluded (what I view as old school) churn, lifetime value (LTV) and LTV/CAC analysis from those metrics.

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Metrics Compensation Benchmarks Interviewing 123

SaaStr

DECEMBER 31, 2023

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: The New Normal: 700 Employees at $200,000,000 in ARR ServiceTitan: The First Great SaaS IPO of 2024 (Potentially) at $500,000,000+ ARR Why The Greatest Sales Teams Just Kill It On Dec 31. When Everyone Else Has Gone Home.

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Scale Sales Hiring AI Customer Success 214

Clouded Judgement

APRIL 11, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

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Cloud Software Azure AWS 169

SaaStr

DECEMBER 21, 2023

PST, Jamin Ball, Partner at Altimeter Capital and author of Clouded Judgement , took us through the current state of SaaS and what we should expect in 2024. In practice, you take the valuation of a business and divide it by some metrics to get a multiple. Most commonly, the metric for software is forward revenue — Next 12 Months (NTM).

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SaaS Software Metrics Revenue 248

User Pilot

FEBRUARY 15, 2024

You can also measure the impact of each variation on key metrics like activation , retention, and upsell rate. Having this metric in your funnel analysis lets you keep track of how many users found certain stages frustrating and make adjustments to funnel optimization efforts accordingly. Stay ahead of the curb this 2024!

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Sales Funnel SaaS User Experience Forecasting 105

User Pilot

FEBRUARY 29, 2024

To make your life a little bit easier and help you choose the best product analytics tool for your SaaS, we’ve produced a guide of 14 excellent analytics platforms available on the market in 2024. These dashboards are pre-loaded with best-practice customer service metrics to aid teams with no formal statistics or data science background.

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Artificial Intelligence Social Media Software Review AI Search 105

User Pilot

FEBRUARY 14, 2024

What are the best Salesforce integrations in 2024? It allows organizations to visualize adoption metrics , and track user interactions with features, functions, and pathways within sales and service environments. Enhance decision-making with insights into user performance and engagement.

Payments 105

Payments Payment Services Payment Methods Payment Solutions 105

Clouded Judgement

MARCH 1, 2024

” Many who said this in 2021 were right…And they’re starting to say it again in 2024 Unfortunately two competing statements can be true: AI is a major platform / tech shift and will change the world AI is in a bubble There’s lots of fomo in the venture markets today. Even a DCF is riddled with long term assumptions.

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Cloud AI Investment Metrics 311

User Pilot

APRIL 17, 2024

Here’s how businesses collect these crucial pieces: Customer data monitoring : By tracking important metrics like the drop-off rate, adoption rate, etc., Analytic dashboards : Keep important metrics at your fingertips with predesigned dashboards. and engagement levels companies can gain insights into customer behavior.

AI Search 103

AI Search Social Media Cross-platform App Design (Application) Systems Review 103

Clouded Judgement

JANUARY 5, 2024

As you can see, from December 14th to today we’ve seen projections for where rates end 2024 move up As we head into this year, I think there’s really one thing to keep an eye on - do 2024 estimates trend up or trend down throughout the year? I created this subset to show companies where FCF is a relevant valuation metric.

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Cloud Trends Subscription Payment Features 152

Clouded Judgement

FEBRUARY 23, 2024

” The Rule of 40 looks at the sum of a companies growth rate and FCF margin (or some other profitability metric like EBIT margin) and says that the sum should be >40%. For both of those metrics I look at NTM (next twelve months) vs LTM (last twelve months). So the 2024 guides would be supportive of that.

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Cloud Metrics Subscription Payment Features 152

Chart Mogul

NOVEMBER 3, 2023

Here are a few topics from their conversation: Is efficiency still a priority in 2024 Their most impactful growth initiative this year Making smart growth investments Key metrics to measure efficiency Will efficiency still be the top priority for 2024? I think 2024 is going to be a graveyard for a lot of companies.

AI Search 52

AI Search Benchmarks Venture Capital AI 52

Blulogix

DECEMBER 7, 2023

B2B Subscriptions in 2024: Embracing a Paradigm Shift with Usage-Based Pricing By BluLogix Team As the clock ticks towards 2024, a seismic shift is brewing in the B2B subscription landscape: the rise of usage-based pricing (UBP). No longer will rigid, one-size-fits-all plans and shadowy pricing structures hold sway.

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B2B Subscription Payment Features Pricing 52

Subscription Flow

DECEMBER 15, 2023

The monitoring of these Key Performance Indicators (KPIs) or metrics impacts the economy of not only a company but the subscription business economy as a whole. Together, we will identify the critical indicators and developments that will enable you to prosper in the rapidly changing 2024 subscription economy.

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Subscription Payment Features Healthcare Technical Review 59

Blulogix

DECEMBER 21, 2023

2024 and Beyond: The Future of UBP – Where Usage Takes Flight By BluLogix Team Time get prepared, B2B experts. We’re about to blast off into the future of UBP , where usage-based pricing transforms from a strategic imperative to a foundational force shaping the B2B landscape.

AI Search 59

AI Search AI B2B Marketplace as a Service 59

SaaStr

DECEMBER 17, 2023

2024 Has to Be The Year of Growing It. SaaStr 705: Decoding the 2024 Market: How to Scale from Go-to-Market Through IPO for the Year Ahead with ICONIQ Growth’s General Partner Doug Pepper and Head of Analytics, Christine Edmonds  5. 15 Signs You Have A SaaS Metrics Problem (and How to Fix it) with Dave Kellogg 3.

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Sales Hiring Scale AI Startup 159

SaaStr

DECEMBER 24, 2023

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: 10+ Signs of a Mediocre Hire The Where, When, and How of AI with Theory Ventures, Open AI and More 15 Signs You Have a SaaS Metrics Problem (and How to Fix it) 4 Recent, Very Bad, Truly Terrible Customer Success Experiences. Just This Week.

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Sales Hiring Scale AI Metrics 208

Clouded Judgement

FEBRUARY 16, 2024

” From AWS (paraphrased): They said they expect the reaccleration they saw in Q4 to continue into 2024 2024 Estimate Updates One important metric I’m tracking this quarter is the change in 2024 estimates pre / post earnings. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 161

Cloud AWS Metrics Subscription 161

Clouded Judgement

FEBRUARY 9, 2024

Going in to this earnings season I expected a big driver of stock price performance to be how 2024 full year estimates change pre / post earnings. The chart below shows how companies’ 2024 guidance compares to consensus estimates prior to the earnings call. Follow along to stay up to date! Confluent guided 1.4% Palantir 0.3%.

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Cloud Pricing Startup Revenue 195

Clouded Judgement

DECEMBER 1, 2023

Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. On the former - we’ll see a lot of these experiments translate to production facing apps in 2024. I created this subset to show companies where FCF is a relevant valuation metric.

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AWS Cloud AI Search Cost optimization & reporting 293

Clouded Judgement

JANUARY 26, 2024

Net new ARR is something I track very closely for all of the private companies I work with, and it’s also an important metric to look at in public companies. Gartner estimates $5 trillion in tech spending in 2024, growing to $6.5 For the first time in a decade, IT services will become bigger than communication services in 2024.

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Cloud Marketplace as a Service AI Subscription 161