Resource Library
Welcome to the SaaSOptics Resource Library. Here you’ll find guides, interactive tools, and everything else you need to understand and improve your SaaS financial operations. For more guides and downloads visit this page.
- Ebook
Product-led Growth eBook
To accelerate growth, many B2B SaaS companies are turning towards the one thing they know best: their product. Product-led growth has been popping up in the conversations of IPO-hopefuls—but what is it really? And could it replace the traditional Sales-led model? Do you really need a sales team to scale a modern B2B SaaS company?…
- Ebook
2022 B2B SaaS Trends in Billing and Financial Operations Report
We surveyed over two hundred SaaS professionals to learn about their billing and finance operations—what they did in 2021, and changes planned for 2022. This ebook reveals the insights we uncovered. Discover the changes coming to SaaS billing and finance by downloading this free report.
- Ebook
How to Build a Compensation Plan Your Sales Team (and Future Investors) Will Love
Sales compensation management looks different based on what role you play in a business. Read on to discover more about commission plans and compensation models that will thrill both sales and investors.
- Checklist
5 Ways to Level Up Your Financial Operations Today
This checklist includes actionable templates to help you implement consistency in your Financial Operations. You’ll breeze through audits, make smarter business decisions, and develop trust with your investors.
- Template
Commission Policy Template
Like a revenue policy, a commission policy is a living document that helps you enforce the consistent application of FASB guidelines (specifically ASC 606). This document functions as an internal control that will dictate how your company accounts for expenses related to acquiring and fulfilling contracts. It will serve as a point of reference during…
- Guide
A/R Management Playbook
Getting cash in the door is an essential aspect of the financial operations of any business, but it’s especially true for SaaS businesses. With varied term agreements and billing frequencies, it’s hard to stay on top of Accounts Receivable (A/R). The A/R Management Playbook is a must-read for anyone struggling to efficiently manage A/R in…
- Guide
Key Performance Indicators for SaaS Companies
Our Key Performance Indicators for SaaS Companies provides an in-depth look at the key metrics and KPIs every SaaS CFO should be tracking. It covers GAAP financials and SaaS metrics as well as things like pipeline conversion and customer success metrics. Want the guide sent straight to your inbox? Download here. Download Guide Introduction Traditional…
- Template
SaaS Chart of Accounts
It’s no secret that general ledgers aren’t optimized for SaaS companies. Your QuickBooks or Xero Chart of Accounts is no different. The following Excel template is a sample Chart of Accounts that you can download and customize to fit your business needs.
- Ebook
B2B SaaS Financial Operations Trends 2021
Like anything in life, a new year brings new challenges. B2B SaaS financial operations are no different. From the economy to funding to the downstream impacts of ASC-606 adoption, we explore what finance teams and founders alike are most concerned about in 2021. Learn more about syncing your B2B SaaS financial operations in this webinar.
- Guide
The Complete Guide to SaaS Revenue Modeling
In today’s climate, it’s more important than ever for SaaS companies to build rock-solid financial models on which they can operate and make key business decisions. The teams at SaaSOptics and Burkland have teamed up to create a comprehensive guide to the most difficult aspect of financial modeling: revenue forecasting.
- Template
Revenue Policy
Did you know that revenue recognition issues are the leading cause of financial misstatements? Auditors require lots of documentation to ensure accuracy. Having a solid revenue recognition policy in place is the first step toward buttoning up revenue recognition practices in your business and ensuring compliance. That’s why we put together a comprehensive revenue recognition…
- Template
Metrics Template
New to SaaS or looking to breeze through your next investor meeting? You need reliable and accurate SaaS metrics. In this template, you’ll find a comprehensive set of foundational SaaS metrics (that you can trust!) in order to wow investors and make key business decisions with confidence.
Need a cheat sheet?
Our metrics template will help you excel in Excel.
