Make better decisions, faster.
01. Intro (SaaS Model)
Introduction to SaaS Template Model. Prioritization of model build: 1) GL COA, org structure, IS/BS/CF, personnel; 2) top-line bookings, New ARR, Renewal ARR; 3) KPIs and operational models.
02. IS/BS/CF, COA & Org, Personnel (SaaS Model)
Basic financials in the SaaS Template Model. Getting started with the basics of a financial model: IS/BS/CF, general ledger chart of accounts, organizational structure.
03. ARR Under Contract (SaaS Model) (4:46)
ARR summary model (New & Renewal ARR) within the SaaS Template Model. The 'corkscrew' math for ARR under contract, starting with beginning balance, new adds, upsell/expansion, churn and ending balance.
04. New ARR (SaaS Model) (8:12)
New ARR model within SaaS Template Model. 3 methods for calculating New ARR, including: price * volume [logos * ASP across range of dimensions], rep-capacity [rep count * ramping schedule * quota * attainment], and pipeline opp...
05. Renewal ARR (SaaS Model) (5:42)
Renewals model within SaaS Template Model. Contracts or renewals schedule sits within a modeled sheet that drives a forecast of what's up for renewal. Churn and upsell assumptions both at an aggregate and line level then drive ...
06. KPIs & Dashboards (SaaS Model)
Financial and operational KPIs aggregated into a single sheet for execs and department heads. Dashboards attached to the metrics for use in management meetings.
07. Benchmarking (SaaS Model) (4:33)
Benchmarking data within SaaS Template Model. Sample benchmarking data has been imported from 3rd party (OPEXEngine) to generate dashboards comparing company performance against peer groups across a set of financial and SaaS KPIs.
08. Prof Services (SaaS Model)
Professional services model within the SaaS Template Model. Drives services bookings via an attach rate to New ARR. Capacity model that looks at headcount and utilization to ensure services organization is staffed appropriately...
09. Lead Generation (SaaS Model)
Lead generation model within SaaS Template Model. Marketing funnel is built up from leads to opportunities to wins, with conversion rate assumptions. Lead types and inbound/outbound mixes are modeled. Marketing forecasted wins ...