19-q4_DA-GA_11-25-CFO-Guide-New-Ads_LP01_V01

Key Performance Indicators for
B2B SaaS CFOs

  • SaaS revenue models are unique.
  • Specialized KPIs and analytics are required.
  • In this guide, SaaSOptics shares definitions used across its 900+ customers. Its lead investor, Fulcrum Equity Partners, adds a perspective on the top financial metrics.
  1. Revenue Growth Performance Metrics
  2. Momentum and Velocity Metrics
  3. Customer Success Metrics
  4. Moving Forward and Measuring What Matters
  5. Additional Resources

Download the Guide

Learn More about SaaSOptics:

Reports and KPIs for B2B SaaS CFOs

Automation and Analytics for Order to Cash

Subscription Management and More

What Problems are Solved by SaaSOptics?

From $1M to $100M in ARR, SaaS CFOs must report on KPIs and related financial processes, but they face major hurdles:

  1. Needing more staff
  2. Hustling past ineffective processes
  3. Overcoming inaccurate data
  4. Providing critical analysis to the board
  5. Reacting to investor inquiries
  6. Closing books and supporting audits
  7. Relying on manual steps and spreadsheets
  8. Tracking invoice status (and more) in email

What Capabilities are Delivered by SaaSOptics? (Demo Outline)

7 Minutes: The demo starts with a 1 minute overview of SaaSOptics. The next 6 minutes cover processes and functionality for the following:

  • KPI Dashboards
  • Order Processing (with CRM and GL syncing)
  • Revenue Recognition
  • Billing and Invoices
  • Payments and Collections
  • Customers and Renewals
  • Financial Reporting
  • Subscription Analytics