Modern SaaS Finance with Sage

The Power of SaaS Intelligence, by Chris Price

Aug 14, 2024
Chris Price, Director of the SaaS Vertical at Baker Tilly Digital, dives into the world of SaaS metrics and finance insights. He highlights the critical shift from traditional spreadsheets to automated dashboards for enhanced business tracking. Chris discusses how SaaS intelligence can streamline revenue management, providing comprehensive insights into upsells and renewals. He also emphasizes the importance of data contextualization in understanding customer behavior, ultimately leading to better decision-making and strategic planning.
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ANECDOTE

Spreadsheet Error Impact

  • A 1% spreadsheet error caused an $8 million valuation decrease for one of Sage Intacct's products.
  • This highlights the risk of manual spreadsheet calculations and the need for automated SaaS metrics.
ADVICE

Control Your Core Levers

  • Ensure you control your business's core levers.
  • This builds confidence and competence with investors and stakeholders.
INSIGHT

SaaS Intelligence Benefits

  • SaaS Intelligence automates SaaS metric tracking within Sage Intacct, reducing manual data work.
  • It categorizes recurring revenue growth into 30+ categories, offering deeper insights than basic spreadsheets.
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