Guides and eBooks


CEO Guide to SaaS
Financial Metrics

Growing your SaaS business is always the goal. However, as you start growing it becomes more and more imperative that you have access to the right information.  

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A Guide to Using Metrics to Triage Your Subscription Business

SaaS performance metrics are much more than reports delivered to management, investors and your board of directors. Used properly, they provide operational insight, enable decision-making, and help you manage and grow your business.
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8 Components of a Rock Solid Revenue Recognition Policy

Revenue recognition is critical for every SaaS business, which is why it’s equally important to roll-out policies and procedures that will ensure revenue is recognized consistently across your business and adheres to the New Revenue Recognition Standard (ASC 606).Download Now


11 Things to Do Now to Prepare for Your First Audit

Ease the stress and time associated with your first audit. An audit helps companies validate their numbers, but can also reveal weaknesses in internal controls and help detect areas susceptible to risk.
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Insights from Investors: Key Performance Indicators for SaaS Companies

Which SaaS KPIs matter to investors? We sat down with Fulcrum Equity Partners to get their insights from an investor’s perspective on the essential SaaS metrics and KPIs. 

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"SaaSOptics has pulled SaaS revenue recognition out of the dark ages! Accurate revenue recognition and other critical metrics such as MRR can now be generated in real time."

Eric Rosenberg, DUO Security

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