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.Â
- 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.
- Guide
11 Things to Do Now to Prepare for 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. Read on to discover the key components financial audits generally include and how you can prepare for each of them.
- Guide
CEO Guide to SaaS Metrics
As the CEO of a SaaS business, you place most of your focus on growth, sales and marketing. But as those begin to pay off and the business grows, you have to shift that focus to begin thinking about long-term financial operations and goals. SaaS financial operations are anything but basic, but not to worry….
- Guide
Preparing for ASC 606: 8 Components of a Rock Solid Revenue Recognition Policy
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.
- Guide
Low Cost Growth Strategies for B2B SaaS Companies
According to a recent study by CB Insights, nearly 67 percent of startups stall at some point in the VC process and fail to exit or raise follow-on funding. The odds of becoming a unicorn are about 1 percent. In this guide, you’ll learn from 6 experts how they continued to procure funding and successfully…
- Pillar
Is Your SaaS or Subscription Business Outgrowing QuickBooks?
If you’re in a growing SaaS business, you’re likely feeling the pain associated with using QuickBooks as your GL. It doesn’t handle subscription billing or revenue recognition well and it doesn’t integrate with other systems that are integral to converting your sales orders into cash. You may be asking yourself if it’s time to switch…
- Guide
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.
Need a cheat sheet?
Our metrics template will help you excel in Excel.
