Kellblog

NOVEMBER 23, 2022

That means I’ve presented a lot of operating plans to boards. It also means I’ve had a lot of operating plans presented to me. Frankly, most of the time, I don’t love how they’re presented. Thus, in this post, I’m going to focus on how to best present the numbers in an annual operating plan. So, present context.

Technical Review 117

Technical Review Software Review Forecasting Churn 117

SaaStr

FEBRUARY 14, 2023

In this week’s Workshop Wednesday , Salesforce Ventures Investor, Jessica Bartos, shares the 5 metrics every SaaS company should care about in any market environment, especially the one we’re currently in. Growth Is Still Number One Growth is still the number one metric, but it’s not the only one. You do that by showing momentum.

Metrics 216

Metrics Marketing SaaS SMB 216

Blulogix

APRIL 11, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Conquering Channel Business Management In the dynamic landscape of B2B subscription models, channel business management emerges as a pivotal strategy for expanding market reach and enhancing product distribution.

B2B 95

B2B Subscription Payment Features Scale 95

Clouded Judgement

MARCH 29, 2024

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 278

Cloud Forecasting Subscription Payment Features 278

Subscription Flow

FEBRUARY 27, 2024

Subscription pricing with the help of automated billing software has transformed many industries and provided businesses with a dynamic way to generate revenue, especially in the SaaS space. SaaS companies’ success is largely dependent on their use of subscription billing.

SaaS Payments 83

SaaS Payments Payment Services Payments Payment Solutions 83

Clouded Judgement

MAY 3, 2024

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cost optimization & reporting 169

Cost optimization & reporting Cloud Software Azure 169

Blulogix

DECEMBER 18, 2023

Usage Pricing: Turning Consumption into Revenue – A Practical Guide to Transitioning to Consumption Subscription Billing By BluLogix Team In the realm of consumption-based billing, navigating the intricate network of data staging and mediation stands as a pivotal factor in driving efficient billing processes.

Payment Features 52

Payment Features Subscription Pricing Revenue 52

User Pilot

MARCH 7, 2024

What metrics you should track? Other popular user engagement metrics include user activation rate , DAUs/WAUs/MAUs , user stickiness , product usage frequency, NPS, CSAT , customer retention rate , and customer churn rate. If your product is designed to be used daily, like a fitness tracker, DAUs are the key metric.

Engagement 94

Engagement Metrics Underperforming Technical Team Scale 94

Clouded Judgement

APRIL 19, 2024

There is some noise in the revenue growth figures as the company transitions from selling perpetual licenses to to recurring subscriptions, and as they convert maintenance customers to subscription customers (they do this as maintenance contracts come up for renewal, so the transition happens gradually).

Cloud 141

Cloud Scale Subscription Payment Features 141

User Pilot

FEBRUARY 14, 2024

The Stripe<>Salesforce integration synchronizes payment data between Stripe and Salesforce, allowing for the management of subscriptions, invoices, and payment analytics directly within Salesforce. It allows businesses to accept payments in multiple currencies, supporting a wide range of payment methods.

Payments 96

Payments Payment Services Payment Methods Payment Solutions 96

Clouded Judgement

MARCH 1, 2024

Update on Q4 Earnings One metric I love tracking in net new ARR added in a quarter. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 311

Cloud AI Investment Metrics 311

Clouded Judgement

APRIL 26, 2024

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Azure 177

Azure Cloud Software AI 177

Kellblog

OCTOBER 30, 2022

Unlike Meritech Public Comps , where you can see metrics for the best [1], public SaaS companies, this private company data is somewhat harder to come by (the only other source that springs to mind is RevOps Squared ) and, for most of us, it provides much more realistic comparables than Meritech [2]. See slide 13 of this presentation. [3]

Metrics 135

Metrics SaaS Benchmarks Churn 135

Subscription Flow

DECEMBER 28, 2023

We suggest you start working on the feasibility of your idea, present it to an investor, and secure funding for your SaaS business idea. 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. Is it that easy? Not exactly!

Metrics 52

Metrics SaaS Finance Acquisition 52

Clouded Judgement

MARCH 15, 2024

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 161

Cloud Software Review Subscription Payment Features 161

Clouded Judgement

DECEMBER 1, 2023

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

Subscription Flow

DECEMBER 15, 2023

The essence of the Subscription Economy lies in its ability to forge lasting relationships between businesses and consumers, transcending traditional transactional models. For instance, subscription businesses observe customer retention rates, customer acquisition, and whatnot.

Subscription 59

Subscription Payment Features Healthcare Technical Review 59

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.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

MARCH 22, 2024

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. However, it’s also one of the most loosely used metrics, and is frequently misused. This analysis does two things.

AI 183

AI Revenue Cloud Technical Advisors 183

FastSpring

SEPTEMBER 16, 2022

About Our Presenters. Kurt is the head of product, payments, strategy, and corporate development at FastSpring, as well as the General Manager of Interactive Quotes (IQ). No matter what your business model, we meet you where you are. No matter what your business model, we meet you where you are. About FastSpring.

Pricing 118

Pricing Payment Solutions Payment Services SaaS Payments 118

Clouded Judgement

DECEMBER 29, 2023

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 189

Cloud Software Review Subscription Payment Features 189

Clouded Judgement

APRIL 12, 2024

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 141

Cloud Subscription Payment Features Revenue 141

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. Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR.

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

Subscription Flow

NOVEMBER 22, 2023

One such way is that of user adoption metrics. By having clear cut SaaS user adoption metrics with the help of user adoption metrics examples, you can see how to leverage these for the betterment of your business. What is user adoption? They can reveal the specifics of your user adoption rates.

Metrics 59

Metrics Customer Lifetime Value Acquisition Retention 59

Baremetrics

AUGUST 24, 2021

Arguably the most beautiful aspect of SaaS or subscription based businesses is the recurring revenue that comes with them. As a business owner or founder, you worry far less about how much cash is in the bank with the predictability that Monthly Recurring Revenue (MRR) brings. How do I upgrade a subscription in Stripe?

Subscription 97

Subscription Payment Features Software Review Payments 97

Clouded Judgement

NOVEMBER 24, 2023

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 161

Cloud Subscription Payment Features Metrics 161

Clouded Judgement

MARCH 8, 2024

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 161

Cloud Revenue Subscription Payment Features 161

Blulogix

FEBRUARY 17, 2024

The Art of Flexibility: How to Master Dynamic Pricing Models in Subscription Billing By BluLogix Team Adapting to the Pulse of the Market for Maximized Revenue In today’s rapidly evolving digital marketplace, static pricing models are becoming a relic of the past.

Subscription 52

Subscription Payment Features Pricing Marketplace as a Service 52

Clouded Judgement

DECEMBER 22, 2023

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 177

Cloud Subscription Payment Features Metrics 177

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

Baremetrics

NOVEMBER 1, 2021

I like to say metrics of any sort are designed to answer one specific question about your business (I say this a lot , a lot a lot , maybe too often ), and you track them so that you like the answers. Well vanity metrics either don’t answer a question, don’t answer a needed question, or you can’t make positive changes to like the answer.

Payment Services 98

Payment Services Metrics Payments SaaS Payments 98

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). Securities and Exchange Commission.

Cloud 152

Cloud Metrics Subscription Payment Features 152

Clouded Judgement

FEBRUARY 9, 2024

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 195

Cloud Pricing Startup Revenue 195

Clouded Judgement

JANUARY 19, 2024

It starts with understanding what type of profile is attractive to public market investors, and I hope the weekly data I share helps give folks an understanding for what these types of metrics are. However, it’s not free, and public market investors will typically place a lot more scrutiny on this metric than private investors do.

Cloud 177

Cloud Scale Compensation Metrics 177

Clouded Judgement

FEBRUARY 2, 2024

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

OPEXEngine

OCTOBER 10, 2019

The Subscription Show is coming to Boston in a few weeks at the World Trade Center. I’m thrilled to be speaking there about SaaS Metrics and Benchmarks. The show is 100% focused on subscription models, operations, pricing, marketing and subscription-centric technologies, and organized by Subscription Insider.

Payment Features 40

Payment Features Subscription Payment Services Benchmarks 40

Clouded Judgement

DECEMBER 15, 2023

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 183

Cloud Subscription Payment Features Metrics 183