SaaStr

MARCH 18, 2025

Radical Transparency in Growth Planning While most revenue leaders deliberately “sandbag” forecasts to ensure they can over-deliver, Colin Jones did the exact opposite at Wiz. This practical, observable metric drove more decision-making than sophisticated dashboards or forecasting models.

Scale 185

Scale Sales Hiring Scaling Sales Recruiting 185

SaaStr

JUNE 24, 2025

Companies need to adjust their pipeline management, forecasting, and cash flow planning accordingly. High adopters are likely using AI for lead scoring, call analysis, proposal generation, forecasting, and deal coaching in integrated ways that compound into massive advantages.

Scale 194

Scale AI B2B SaaS 194

SaaStr

DECEMBER 17, 2024

At Front, this meant shifting from bi-weekly to weekly forecast meetings. Start with Operating Cadence When ready to implement changes, Dan suggests starting with operating cadence – small adjustments that can make a big impact without major disruption. ” 3.

Management 274

Management Scale Company Culture Forecasting 274

SaaStr

OCTOBER 23, 2024

They’re asking for moving money faster, creating a specific workflow, and insights and forecasting so they can be strategic about what they’re spending. BILL makes 5M predictions daily using AI on all documents coming in. Customers aren’t necessarily asking for AI, either. Customers have a pain point, and a company’s job is to solve it.

SMB 307

SMB Payment Services Payments Payment Methods 307

Buffer Resources

OCTOBER 3, 2024

TikTok has a creative center that contains the major trends on the platform Pinterest has a trends forecast report that goes out yearly YouTube has a yearly culture report These reports can help you find relevant content ideas, what your audience is searching for, and what’s working on the platform.

Social Media 134

Social Media Trends Forecasting Engineering 134

Tom Tunguz

FEBRUARY 26, 2025

This keeps morale high and creates a very predictable revenue forecast. Inside sales teams selling $5-30K products can sustain a deal velocity of 3-8 transactions per month, depending on quota. No individual customer signing or balking will materially alter the company’s ability to achieve plan.

SaaS Payments 279

SaaS Payments Pricing Strategy Scale 279

SaaStr

MARCH 12, 2025

The Marketing and Sales Funnel Web traffic Leads MQLs SQLs Opportunities Closed Deals Track conversion rates between stages Protect your pipeline with a two-key system (BDR and salesperson must agree an opportunity is valid) The Four Pipeline Sources Marketing SDR outbound Alliances (10-30% of pipeline, faster closures, higher success rates) Sales (..)

Sales Hiring 202

Sales Hiring Marketing Technical Review Underperforming Technical Team 202

SaaStr

JUNE 4, 2025

Pipeline Analysis : Instead of reps manually updating forecasts, AI can analyze conversation sentiment, deal progression patterns, and engagement metrics to provide accurate pipeline insights. The result?

Scale 256

Scale AI Underperforming Technical Team Sales 256

Buffer Resources

JULY 24, 2024

⚡ Pro-tip : Many social networks also help you do this for their specific channel like Pinterest’s trend forecast and Instagram’s  “Reel Trends” feature. Many software also contain trending topics with in-depth data on which terms & topics are trending — like Google Trends for social media.

Social Media 117

Social Media Outsourcing Services Strategy AI Search 117

Clouded Judgement

JUNE 17, 2025

Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. Beating consensus revenue estimates is the first aspect of a successful quarter. So what are these consensus estimates and who creates them?

Cloud 277

Cloud Software Benchmarks Retention 277

Blulogix

DECEMBER 16, 2024

Predictive Billing and Usage Forecasting To help customers manage fluctuating billing amounts, MSPs can offer predictive billing and usage forecasting tools. By integrating usage tracking with customer relationship management (CRM) and billing platforms, MSPs can ensure consistency across all business processes.

Payment Features 59

Payment Features Scale Telecommunications Forecasting 59

Sales Enablement, SaaS and Growth

MAY 5, 2025

My goal was to help GTM teams model their funnel stages, simulate conversion rates, and forecast revenue outcomes in real time. The Brief I built a dynamic marketing and sales funnel calculator using Lovable, an AI-powered no-code app builder. The entire build took just a few hours from concept to launch.

Artificial Intelligence 130

Artificial Intelligence Sales Funnel AI Forecasting 130

Buffer Resources

JULY 31, 2024

For example, Pinterest releases a trends forecast report every year detailing what’s going to be a hit for the upcoming year. Many newsletters will often attribute their information to news publications, so keep your eyes peeled for those, too.

Social Media 107

Social Media Software Review Trends Content Marketing 107

Sales Enablement, SaaS and Growth

JUNE 7, 2025

My goal was to help GTM teams model their funnel stages, simulate conversion rates, and forecast revenue outcomes in real time. I used Lovable to create the app, and it can be seen below: Marketing & Sales Funnel Calculator The Brief I built a dynamic marketing and sales funnel calculator using Lovable , an AI-powered no-code app builder.

Sales Funnel 130

Sales Funnel Artificial Intelligence Marketing Sales 130

Chart Mogul

DECEMBER 5, 2024

Opportunities at this stage are in the Pipeline forecast category. We assign them a 50% win likelihood, and opportunities at this stage are in the Best Case forecast category. These opportunities land in the Committed forecast category, expected to close on time. A sales forecast category report in ChartMogul.

Management 52

Management Sales Forecasting Outsourced Development 52

USIO

JUNE 19, 2025

This revenue is typically categorized as usage-based income rather than recurring MRR, but can still be forecasted with confidence as transaction volume becomes more predictable. Tiered Share You earn a higher revenue share as your users process more payments—great for growth-stage platforms.

Payments 130

Payments SaaS Payments Payment Services Payment Solutions 130

Kellblog

MARCH 1, 2025

Specifically, that the company is forecasting a pipeline generation shortfall of about 50 oppties and the CEO asks marketing: How much money will it take for you to generate 50 more? But say they’re looking at cost. Is $9,000 * 50 = $450,000 even correct?

Sales Hiring 74

Sales Hiring Benchmarks Metrics Startup 74

SaaStr

JULY 14, 2025

.” Year-Round Elite Executive Access 5,000,000+ Monthly Touchpoints Across Executive-Focused Channels Our integrated ecosystem ensures continuous visibility among VP+ decision makers throughout their evaluation process: 🎧 #1 Executive B2B Podcast : 240,000+ monthly downloads Top 0.5%

Scale 185

Scale Leadership AI Outsourced Development 185

How To Buy Saas

FEBRUARY 25, 2025

Excellent forecasting tools. AI & ML Features Einstein AI offers lead scoring, opportunity insights, forecast predictions, and now Einstein GPT for generative AI (e.g., Enterprise users love the ability to do complex forecasting, pipeline analysis, and revenue reporting. Add-ons like Tableau CRM for big data analysis.

Scale 52

Scale Underperforming Technical Team Technical Review Marketplace as a Service 52

Clouded Judgement

JANUARY 24, 2025

It might also boost sales forecasting accuracy by using your enterprise’s historical transaction data to predict future trends more reliably. For example, a tailored model could streamline compliance checks by scanning internal documents for potential policy violations or regulatory gaps.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

ChurnZero

MAY 23, 2025

Bring your CS leader into forecasting conversations. Because the board isnt just watching logo growth. Theyre watching how much of your revenue is sticking, expanding, and scaling without a corresponding spike in costs. Ask for NRR pipeline just like you ask for net-new pipeline. Build comp plans that reward joint expansion.

Customer Success 52

Customer Success Metrics Revenue Scale 52

Kellblog

MAY 10, 2025

This leads to three critical realizations: That you must also focus on future pipeline, but segmented into quarters , and not on some rolling basis That you need to forecast pipeline (e.g., Think: “OK, we’re forecasting 2.2x CMO) and the other as head of the pipeline task force. Who can do what to get us that $2M?”

Forecasting 60

Forecasting Sales Hiring Finance Sales 60

ChurnZero

APRIL 25, 2025

How can we shift our mindset from reactive to future focused, from assessing past mishaps to forecasting ideal scenarios? Renewals forecasting was historically a sales game, but increasingly, CS teams are responsible for expansion revenue. Choose the right metrics to inform your forecasting model. Where can you start?

Forecasting 52

Forecasting Customer Success Payments Data 52

Clouded Judgement

MARCH 7, 2025

This week, we saw an economic forecast predict Q1 GDP to shrink nearly 3%. You can see in the graph below just how quickly these economic forecasts have changed. Last week the projection was (1.5%). A month ago it was +3.9%. In just one month, the one economic prediction for Q1 GDP dropped by nearly 8%!

Cloud 157

Cloud Forecasting Payment Features Subscription 157

The Moz Blog

MAY 29, 2025

Learn a practical audit framework to trim waste, forecast ROI, and show contents true business value. Struggling to prove contents revenue impact?

Revenue 95

Revenue Forecasting Business 95

How To Buy Saas

DECEMBER 20, 2024

You can work on developing cash flow forecasts and try to automate your billing and payment processes to smoothen this process and improve efficiency. If you fail to follow these standards and regulations will lead to incorrect analysis and forecast of your financial information, and that can have adverse effects on your business.

Payment Services 52

Payment Services SaaS Payments Payment Solutions Payment Features 52

USIO

JULY 14, 2025

This real-time insight helps you forecast revenue, manage cash flow, and make smarter decisions faster. Real-Time Visibility into Revenue With embedded payments, data isn’t siloed—it’s live and connected. That means you can see who paid, who didn’t, and what’s coming next—all without pulling spreadsheets or logging into a dozen tools.

Payments 130

Payments Embedded Payments Payment Solutions Payment Features 130

Blulogix

FEBRUARY 26, 2025

By BluLogix Team The Role of Invoice Forecasting in Financial Planning Introduction Predicting revenue accurately is a game-changer for businesses of all sizes. Invoice forecasting is not just a financial functionits a strategic tool that helps companies optimize cash flow, improve budgeting, and reduce financial risk.

Payment Features 59

Payment Features Forecasting Subscription Data Analysis 59

Sales Hacker

FEBRUARY 7, 2025

Data-Driven Decisions: Leverage analytics to fine-tune pricing and forecast customer behavior. Clarity About Goals: As companies grow, it is important to constantly understand what the current company goals are and whether the pricing needs to be updated to match the current goals. Older pricing may not match new goals.

Pricing 109

Pricing Scale SaaS Technical Review 109

Stax

APRIL 15, 2025

It can help forecast future revenue, keep on top of performance of various customer segments, and measure customer retention and churn. There are some important variations to MRR that would be good for your sales team to be aware of, including new MRR, expansion MRR, and churn MRR.

Payments 88

Payments SaaS Payments Revenue Payment Services 88

How To Buy Saas

MAY 29, 2025

For example, machine learning models can forecast sales, optimize pricing, and evaluate investment scenarios in real time. Key benefits of AI-driven decision support include: Predictive Insights: Machine learning forecasts customer demand and market shifts by analyzing historical and real-time data. What if we raise prices by 5%?)

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

Blulogix

FEBRUARY 14, 2025

With predictive analytics, businesses can forecast renewal likelihood, spot churn risks early, and identify upsell opportunities before customers even reach the renewal stage. Billing Integration Aligns Renewals with Financial Forecasting One of the biggest issues with renewal management is the disconnect between renewals and billing.

Payment Features 59

Payment Features Subscription Payments Payment Services 59

Stax

JUNE 18, 2025

through 2032, vertical SaaS is accelerating faster, with forecast growth rates reaching 12.3% Activant Capital reports : Vertical SaaS is outpacing traditional enterprise software growth by a significant margin. While enterprise software grew at 11.1% in 2023 with a projected CAGR of 9.6% through 2034.

Merchant Services 167

Merchant Services SaaS Payments Payment Services Payments 167

BetterCloud

JUNE 16, 2025

Budgeting and forecasting Get granular with your SaaS spending. Forecast future needs based on company growth and strategic initiatives, and implement cost-center tracking for all SaaS expenses to understand where your money is going. Allocate specific budgets for SaaS applications and track expenditures meticulously.

Management 52

Management Software Review SaaS Technical Review 52