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.
- Revenue Growth Performance Metrics
- Momentum and Velocity Metrics
- Customer Success Metrics
- Moving Forward and Measuring What Matters
- 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:
- Needing more staff
- Hustling past ineffective processes
- Overcoming inaccurate data
- Providing critical analysis to the board
- Reacting to investor inquiries
- Closing books and supporting audits
- Relying on manual steps and spreadsheets
- 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