Make better financial decisions; improve your career and SaaS business

Learn the exact SaaS financial framework that I implement for hundreds of SaaS companies.  Enrollment is OPEN for the live September 2024 cohort. Enrollment closes on Sep 16th.

 

My SaaS Financial Operating System has helped

1,000+ students at some of the top brands in SaaS

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Are you confused by SaaS metrics?  Unsure how to interpret or apply to your business? Keep reading :) 

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The course is an investment of $2,395.  Its scope is more than just your training budget.  Compare this one-time investment to the thousands/millions of dollars that it could save or generate for your business in the form of better financial decision-making. This is a course that enhances your career and business.  

Just a tiny increase in ARR at current valuations provides high ROI on this course.

My 5 Pillar SaaS Metrics Framework serves two primary stakeholders.  First, SaaS business operators who are making daily decisions to drive their business forward.  Second, your Board, investors, and potential investors who demand financial insight into your performance.

Yes, you could spend hundreds of hours sourcing this information from the internet of questionable quality.  Or you could spend 3 hours per week for the next 5 weeks learning how to implement my proven metrics framework for your business.

I'm also a Founding Member of the SaaS Metrics Standards Board.  I'm talking to SaaS operators and investors who live and breathe SaaS metrics. I'm passing this knowledge to you.

Sign Up Today

Enroll Today!

What's Inside

01

Getting started

Laying the foundation

  • The accounting foundation is key to financial visibility
  • Learn how to properly structure your chart of accounts for SaaS and code your revenue and expenses properly

 

SaaS P&L
SaaS Data

02

The systems

Data sources

  • Learn the systems where your data resides and the reports you need
  • Financial transparency requires data from 3-4 internal systems
  • Learn about the popular software for SaaS

03

The framework

My 5 Pillar Financial Framework

  • My five-pillar framework serves as our data and metrics roadmap
  • The right metrics for the right stage of your SaaS business
  • We cover growth, retention, margins, financial, and sales efficiency metrics

 

The SaaS Metrics Framework
SaaS Metrics

04

The metrics

SaaS Metrics

  • We cover the major financial and SaaS metrics applicable to your business...the metrics that your Board and investors ask about it
  • In total, 15+ financial and SaaS metrics are covered in this course (see below for complete agenda)

05

Communicate

SaaS Metrics Dashboard

  • Students receive 12 months of free access to my SaaS metrics dashboard ($1,200 value)
  • Easily present your metrics in dashboard and chart forms
  • Includes benchmark datasets to compare your performance
  • With one private link, share your dashboard with your team, Board, and investors (alumni have already implemented this for their Board)
SaaS Metrics Dashboard

The Details

5-week course begins Sep 17, 2024

LIFETIME access to all content

Meet live Tuesday and Thursday at 10am MT via Zoom

Live sessions last from 1 to 1.5 hours

All live sessions recorded for playback

Slides available with each lesson

30+ metrics templates

Don't take my word for it!

Check out what Jim, a SaaS founder, has to say about the SaaS Metrics Foundation Live training program.

 

‟Exciting times for us here at Keelvar. I found your course and materials to be extremely helpful in preparing for our Series B.”

Michael Murray

Keelvar

Unlock Better Decisions in Your Business

 

✔️ Prepare for fundraising events
✔️ Make data-driven financial decisions
✔️ Implement your SaaS metrics framework
✔️ 30+ templates and forecast models

 

Sign Up Here!

 

 

Student Feedback from the Live Cohorts!

As we said our goodbyes (for now), here were the parting student comments.

NPS Score Consistently Rates 70+.

SMF is rated as Excellent per student reviews on TrustPilot.

Sign Up Today

Enroll Today!

Check out what our students are saying

”

There are very few CFO's who actually get metrics and how to use them. I was not disappointed! I was very impressed with the detail, quality of answers and depth of knowledge!


-Karen L

”

Awesome job, Ben. The course is very relevant to SaaS CFO’s, controllers and owners. I enjoyed the topics and all were explained in a fundamental and understandable way. Continued success at The SaaS Academy!


-Peter

”

It has been the most valuable course I have attended for decades, if not ever! I think it's way too cheap for the content you're providing...


-Rob, SaaS CEO

Over 3,000 SaaS companies have enrolled in The SaaS Academy

”

Awesome job, Ben! I had a lot of FP&A experience, but none in SaaS. You have made my transition seamless and helped me provide new insight and financial guidance to our young company. Many thanks!


-Dustin H

”

Exciting times for us here at Keelvar. I found your course and materials to be extremely helpful in preparing for our Series.


-Michael Murray

”

Before I signed on, Ben was gracious enough to walk me through the program and explain how I can leverage the videos as well as the Excel templates that are included in the program. All the videos, like Ben's blog posts, were on topic and explained not only why you need to review the specific measurement but also how to interpret the results.


-Finance Executive

”

Ben is a seasoned finance professional with an outstanding grasp on his subject matter and excellent delivery to his audience. I highly recommend this course and other opportunities to engage with Ben.


-Student, Jul-22 Cohort

Questions?  Chat with me live.

Click the button below to open a chat.

Chat with Ben

Don't take my word for it! Check out the reviews.

Whether you are new to SaaS or an experienced SaaS CFO, there is always something to take away from this course!

The Full Curriculum

Course Introduction

  • Welcome to the SaaS Metrics Foundation
  • The Foundation
  • Outline and Objectives
  • Downloads

Metrics Foundation

  • Five Pillar Metrics Framework
  • The SaaS CFO Metrics Template Review

Financial Profile

  • Cost of ARR
  • SaaS Magic Number
  • CAC
  • CAC Payback Period
  • Net ARR Payback Period

Customer Metrics

  • Customer Lifetime Value
  • Churn
  • Retention
  • Renewal Rate
  • Upsell Rate
  • NPS

Profitability Metrics

  • Rule of 40
  • SaaS Operating Leverage

Revenue Metrics

  • SaaS Quick Ratio
  • Committed ARR
  • ARPA/ARPU

Cohort Analysis

  • Basic Cohort Analysis
  • Advanced Cohort Analysis

How to Transform a "Messy" P&L

  • Transformation Steps
  • P&L Transformation Exercise

Putting It All Together

  • Key SaaS Reports

Course Wrap Up

Frequently Asked Questions

Are you working at a SaaS company, but don’t really get SaaS metrics?

 

Do you do the accounting for a SaaS company?

 

How does variable revenue affect metrics calculations?

 

Are you confused by terms like ARR, bookings, GDR, NRR, committed MRR, CAC, churn, and retention rate?

 

Would you love to handle your SaaS business finances seamlessly, but don’t know how to do it? 

Schedule got you busy?

Check out my on-demand SaaS Metrics Foundation course.  Learn at your own pace.

Learn More!

Who is Ben Murray?

 

Hi, I’m Ben Murray, founder of The SaaS Academy and TheSaaSCFO.com. I have 25+ years of experience in finance and accounting and have been a SaaS CFO for 9 years. I have worked with global multi-million dollar organizations as well as helped many smaller SaaS founders scale their businesses
Yes, I have my MBA and CPA, but, more importantly, I have done what you are trying to do. I have been in the finance trenches. I have built finance teams, processes, and systems from scratch.  I have been in difficult Board meetings explaining our financial performance.  I have justified financial forecasts and metrics to potential investors and their auditors.
Like you, I’ve felt the anguish of disparate data, poor reporting, reactive decision-making, and a lack of confidence in my numbers.
Unfortunately, there are no textbooks on managing your SaaS business. But you don’t need to start from scratch!
I will help you understand the most effective SaaS concepts so that you can improve your financial management and focus on other important things such as innovating more and scaling your business!

Questions?

Chat with me live! Click here.