Sage Intacct

JUNE 23, 2022

If you’re the CFO of a subscription billing company, you want to bring clarity to decisions, understand where to invest, and track cash-flow and SaaS metrics, in the chaos of dynamic, competitive markets.

Metrics 119

Metrics Software Subscription Payment Features 119

Tom Tunguz

APRIL 7, 2021

More than a year after Covid washed over the software ecosystem and the tide ebbs, it’s revealing the impacts on fundamental metrics of public software companies. Sales efficiency is one of those key metrics. Across public software companies, the average sales efficiency fell from 0.6 over the last 3 years.

Software 292

Software Travel Sales Metrics 292

Tom Tunguz

MARCH 28, 2021

UIPath offers software to build robots, programs that automate repetitive work. The UIPath suite includes the software to write, execute, monitor, and maintain these robots. UIPath’s metrics rank it as one of the fastest growing and capital efficient businesses today. Some examples include streamlining customer onboarding.

Payment Services 359

Payment Services Metrics Payment Solutions Payments 359

Clouded Judgement

DECEMBER 21, 2023

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., Subscribe now Is Software Rebounding? net retention and CAC payback).

Cloud 177

Cloud Software Benchmarks Retention 177

Tom Tunguz

JULY 4, 2023

In the past two months, high-flying software companies have seen 40-112% increases in valuation. Above is a chart that shows the correlation to forward multiple for each of five metrics broken down by quartile. Efficiency metrics like sales efficiency, net income margin (profitability), gross margin are all negatively correlated.

Software 183

Software Marketing AI Metrics 183

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

Software Review 161

Software Review Cloud Software Azure 161

Clouded Judgement

SEPTEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Over or Undervalued? Today I wanted to dig in to this question and its implications: “Are software companies fairly valued today?” Follow along to stay up to date! ” Let’s dig in.

Software Review 183

Software Review Cloud Software Revenue 183

Tom Tunguz

SEPTEMBER 21, 2020

High growth software companies are valued based on forward revenue multiples. I pulled together the data for the basket of the roughly 60 publicly traded SaaS companies and ran a linear regression to understand the predictive power of the many key metrics reported by public companies. But, how does the market set the multiple?

Software 363

Software Metrics Enterprise Revenue 363

Tom Tunguz

SEPTEMBER 19, 2021

GitLab is the first fully remote software company to go public. More than 2000 employees work all over the world and have collaborated to build a massive software business. GitLab provides a suite of DevOps tools that enable engineering teams to build and deploy software, and then secure it. Revenue, $M. Revenue Growth. -.

Metrics 260

Metrics Outsourced Development Scale Cloud 260

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Setup Currently, interest rates seem to be the primary driver of software valuations. I created this subset to show companies where FCF is a relevant valuation metric. Follow along to stay up to date!

Software Review 130

Software Review Cloud Software AWS 130

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 105

Engagement Metrics Underperforming Technical Team Scale 105

Tom Tunguz

OCTOBER 4, 2020

Public software companies trade on forward revenue multiples. I correlated the top 7 metrics to the FMG score to see if there was another factor at play across the data set, but none were significant. The market isn’t pricing modern software companies well if pricing them principally on forward multiple.

Software 286

Software Pricing Retention Revenue 286

SaaS Metrics

MARCH 23, 2024

Understanding the connection between plumbing and Software as a Service (SaaS) metrics can offer valuable insights into overall performance and potential areas for growth. Read more The post Plumbing and SaaS Metrics: Making the Connection first appeared on SaaS Metrics. The plumbing industry is no exception.

Metrics 52

Metrics SaaS Software Operational efficiency. 52

Clouded Judgement

JUNE 20, 2023

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., The question on everyone’s mind - when will we see software re-accelerate?

Cloud 161

Cloud Software Benchmarks Scale 161

Clouded Judgement

JUNE 16, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Growth Adjusted Software Multiples The last 6 weeks (since the start of May) has been quite the run for software companies. I’m using the period of 2010+ given that’s really when cloud software came about.

Cloud 130

Cloud Software Revenue Subscription 130

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 194

Metrics Marketing SaaS SMB 194

TurnKey Labs

JUNE 1, 2023

As an offshore software development partner, we understand the challenges that come with managing remote dev teams. Fortunately, there are essential metrics that can help you manage your team’s productivity […]

Software Development 57

Software Development Metrics Development Software 57

Clouded Judgement

SEPTEMBER 12, 2023

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 169

Cloud Software Benchmarks Retention 169

SaaStr

AUGUST 7, 2023

Learn about the most important SaaS metrics for founders in 2023 with the CEOs of the most metric-oriented company, monday.com, and the founder of SaaStr. For a quick recap on SaaS metrics: What is ARR in SaaS? So now we must be smarter about the most important SaaS metrics because they matter again. The takeaway?

Metrics 178

Metrics SaaS Sales Hiring Finance 178

Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Bad Businesses? There was some talk last week on the All-In podcast about software companies. The gold standard for all public software companies is GAAP net income in the fullness of time.

Cloud 130

Cloud Software Sales Hiring Scale 130

User Pilot

MARCH 31, 2023

Analytics vs metrics – how do they differ from each other? Though both are important, analytics and metrics have distinct meanings and purposes in your data analytics process. In this article, we will go through analytics and metrics, their examples, and how you can analyze metrics to drive growth for your SaaS business.

Metrics 98

Metrics Customer Lifetime Value Data Analysis Engagement 98

SaaStr

AUGUST 19, 2023

So our good friend Lloyed Lobo as part of his new book and series on Building Community did a deep dive with Jason on how SaaStr built the world’s largest community for business software — somewhat on accident: Why do some companies have loyal, cult-like followings while others blend into oblivion?

Software 182

Software Business Social Media Government 182

Tom Tunguz

MAY 31, 2022

A broad software buyer index would be the best metric to understand how buyer preferences are changing across the market. Large SaaS and IaaS vendors are precisely that: indexes of software buyers. Here are the revenue growth rates for these businesses broken out by software and infrastructure. Fortunately, it exists.

Azure 183

Azure Software Startup Cloud 183

Clouded Judgement

APRIL 12, 2023

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 161

Cloud Software Benchmarks Retention 161

Tom Tunguz

DECEMBER 11, 2022

Average Software Public Value. Third, it’s the most substantive acquisition to announce this year after Figma’s announced its sale to Adobe. The M&A market may be thawing a bit. Revenue, $m. Revenue growth. Gross margin. Net income margin. -44%. Cash flow margin.

Acquisition 224

Acquisition Startup Software Pricing 224

Teamgate

OCTOBER 26, 2023

In the dynamic realm of Software as a Service (SaaS), mastering sales metrics is your linchpin to sustainable growth and profitability. As you navigate through, you’ll uncover how […] Source

Metrics 81

Metrics SaaS Sales Technology 81

Tom Tunguz

SEPTEMBER 1, 2021

Amplitude’s revenue growth rate is in the top quartile for modern software companies at 49%. Amplitude offers three key products: analytics for measuring user behavior, experiment for testing new user flows, and recommendation which optimizes content for different user segments. Revenue, $M. Revenue Growth. -. Gross Margin.

Metrics 219

Metrics Benchmarks PayPal Enterprise 219

User Pilot

AUGUST 10, 2023

Tracking your product’s DAU, WAU, MAU metrics will provide insights into user engagement and how well your tool is performing. This article shows you the right way to measure those metrics. Measuring the DAU, WAU, and MAU metrics helps you: Understand user retention. Only tracking DAU, MAU, WAU and not looking at other metrics.

Metrics 96

Metrics Venture Capital Benchmarks Engagement 96

Tom Tunguz

MARCH 24, 2019

Focused on capital efficiency from the earliest days of the business, Eric has built a monster software business, with few comparisons in both absolute scale and efficiency. These customer acquisition paybacks resemble consumer acquisition figures more than software. These metrics are the result of exceptional product market fit.

Metrics 268

Metrics Benchmarks Scale Acquisition 268

User Pilot

OCTOBER 26, 2023

What is software ROI and how to measure it? We also share benchmarks, important metrics to track, and best practices. TL;DR Software ROI, or Return on Investment , represents the financial and business benefits of implementing a software application while factoring in the cost of the investment.

Outsourcing Services 105

Outsourcing Services Software Outsourced Development SaaS 105

SaaStr

SEPTEMBER 14, 2020

2 Cloud is Eating Software. The astonishing fact is: cloud is eating software. In just five years, Cloud will become the majority of the software market. By 2030, it is predicted to take over all technology and software. Hardware is turning soft, and software is empowering innovation. Conduct 360 feedback. .

Technical Review 285

Technical Review Cloud Software Review Technology 285

Clouded Judgement

DECEMBER 20, 2022

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 130

Cloud Software Review Software Benchmarks 130

User Pilot

MAY 3, 2023

Any savvy product manager should be looking at how they can leverage software usage analytics to make more informed decisions and boost product growth. TL;DR Software usage analytics is the process of capturing, analyzing, and utilizing data on how users interact with your product. What is software usage analytics?

Software 93

Software Management User Experience Metrics 93

Subscription Flow

JANUARY 5, 2024

While the importance of SaaS B2B metrics has already been covered to death, what has not been covered in as much detail is the whisking out of important B2B SaaS product metrics from the unimportant ones. Read more: The Most Important Metrics to Secure SaaS Funding in 2024 What are B2B SaaS product metrics?

B2B 52

B2B Metrics SaaS Benchmarks 52

ProfitWell

MARCH 27, 2020

But unless you know which metrics you need and what to do with them once you've got them, the best reporting in the world will not be much more useful than that Excel sheet. If you know how to act on key metrics, then SaaS reporting will allow you to foster significant growth in your business and exceed your expectations.

Metrics 80

Metrics Software SaaS Churn 80

Andreessen Horowitz

OCTOBER 16, 2023

Selling into financial institutions (FIs) has long been the end goal for many software-oriented fintech businesses. We believe, however, these fears are worth tackling, and the current moment is actually an ideal time for fintech businesses to start selling software products into FIs.

Scale 100

Scale Software Sales Generative AI 100

User Pilot

MAY 31, 2023

Not sure how to measure product adoption or what metrics to track? In this article, we’ll explore how to measure product adoption and twelve key metrics that can provide valuable insights into product adoption. Tracking these metrics is easiest with a digital adoption and product analytics tool. What is product adoption?

Metrics 98

Metrics Customer Lifetime Value Churn Retention 98