エピソード

  • Am I a Software Co with Hardware or Hardware Co with Software?
    2025/02/20

    In episode #269, I address a question from a recent conversation with a founder who was starting a software/hardware play. You must understand your business model and the type of company that you are building.

    - Am I Software or Hardware?

    - What is my business model?

    - Have you defined your SaaS P&L?

    - What about people-powered revenue?

    Be in the know! Join our SaaS community. https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

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    4 分
  • Should Rev Ops Report to the CRO or CFO?
    2025/02/19

    In episode #268, I address a debate that arose a recent SaaS CEO and CFO dinner in San Francisco.

    - What is Rev Ops?

    - CFO or CRO?

    Be in the know! Join our SaaS community. https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

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    6 分
  • What is the Purpose of an MRR Schedule and Why You Should Care
    2025/02/18

    In episode #267, I address the coveted MRR schedule. Done wrong, it causes a ton of headaches and can derail due diligence.

    - What is the MRR schedule?

    - Where do you source the data?

    - What systems house this data?

    Have you joined our SaaS community? https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

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    4 分
  • Should I Count Payment Processing Revenue as ARR
    2025/02/04

    In episode #265, I address a reader's question about payment processing revenue. There are two key points. Recording the revenue on your P&L, and can I take ARR credit for this revenue stream?

    - The nature of your payment processing revenue

    - ARR credit

    - Gross profit

    Join my SaaS community to be notified of future training, webinars, templates, and more: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

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    4 分
  • How to Calculate Services Backlog in Months
    2025/01/29

    In episode #264, I address one of the four key professional services metrics. I received a message from someone who read my blog posts about this metric. Let’s break down the steps and inputs.

    - Services backlog

    - Monthly burn number

    - Billable FTE’s

    Services Metrics: https://www.thesaascfo.com/how-to-effectively-manage-your-professional-services-team-with-metrics/

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    4 分
  • The Difference Between Booking Date and Revenue Start Date
    2025/01/23

    Episode 264 – The Difference Between Booking Date and Revenue Start Date

    In episode #264, I tackle a question from a SaaS CEO in Spain. They messaged me on LinkedIn about dates. Sales wants to record the contract on the execution date, and finance must begin revenue on the subscription start date. What’s the right process?

    - Bookings dates

    - Revenue on the P&L

    Have SaaS questions? Join our community: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

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    2 分
  • How to Build Your Metrics Foundation in 2025
    2025/01/12

    In episode #263, I address the building blocks to your financial transparency. Tired of running financially blind? Know that you can do more with your data?

    - Why do we need this?

    - Chart of accounts

    - 4 key data sources

    - SaaS P&L

    - Technology

    - Training

    Free training on my process: https://www.thesaasacademy.com/offers/zz3ZR2WL/checkout

    In-depth course on SaaS Metrics: https://www.thesaasacademy.com/the-saas-metrics-foundation

    Live course on SaaS metrics: https://www.thesaasacademy.com/the-saas-metrics-foundation-course-community

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    7 分
  • How to Size Your R&D Budget for Next Year
    2024/12/29

    In episode #262, I address 2025 planning and R&D investments.

    - Calculate your OpEx profile.

    - Factors influencing your R&D budget

    - Where to get your benchmark data

    Check out Ray's data at benchmarkit.ai

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    5 分