Kellblog

NOVEMBER 23, 2022

One year of forecast. This year that’s your 2022 forecast, which is your first through third quarter actuals combined with your fourth-quarter forecast. The next block focuses on headcount: Total employees, at end of period. The first block is revenue, optionally split by subscription vs. services.

Technical Review 117

Technical Review Software Review Forecasting Churn 117

SaaSX

FEBRUARY 5, 2020

Here’s a super basic overview of the key P&L areas we typically use: Revenue Cost of Goods Sold (COGS) Sales & Marketing Expenses (S&M) Research & Development Expenses (R&D) General & Administrative Expenses (G&A). This INCLUDES headcount-related expenses. Not Utilizing a Proper SaaS Chart of Accounts.

Finance 118

Finance Sales Hiring Headcount Scale 118

OPEXEngine

DECEMBER 17, 2019

This is true even though selling software on a subscription basis has been around for well over 20 years. In my experience working with enterprise SaaS companies over the past five years, I’ve seen a large variance in benchmarks for gross margin across subscription software businesses. Bottom-Up Expense Forecasting.

Benchmarks 40

Benchmarks Metrics Headcount SaaS 40

OPEXEngine

NOVEMBER 23, 2020

Research & Development Expenses (R&D). This INCLUDES headcount-related expenses. If you are utilizing Gusto or a similar payroll tool, your headcount expenses are likely coming into your P&L as one (or maybe two) line item(s). CLASSIFYING ONE-TIME REVENUE AS RECURRING/SUBSCRIPTION REVENUE.

Finance 52

Finance Sales Hiring Headcount Scale 52

CustomerSuccessBox

DECEMBER 3, 2021

You may find yourself protecting your headcount, rooting for investments you want in tech, and giving suggestions for new product features. The biggest cost areas are typically staff-related (salaries, tax, travel, training, recognition), systems (software subscriptions), and facilities. CS is not a cost center.

Customer Success 52

Customer Success Data Technical Review Headcount 52

Baremetrics

JULY 25, 2019

If you’re like most SaaS founders, you’ve googled for a saas financial template you can use to forecast your subscription business. As of the writing of this post, a query for “SaaS forecasting” returns 2.8 Yet, while forecasting subscription businesses is a new frontier, it’s far from the state of the art.

Forecasting 88

Forecasting Scale Sales Hiring SaaS 88

Intercom, Inc.

AUGUST 29, 2019

How quickly you’re able to accelerate growth depends on your ability to build a nimble sales org and develop a strong sales strategy. When I started, they had a big growth plan as far as headcount, but they were a little bit looser on processes and cadences and things like that framework I was talking about.

Scale 172

Scale Sales Hiring Scaling Payment Services 172