Ben Murray, widely known as The SaaS CFO, joins the RevOps Lab Podcast to share his expertise on SaaS finance metrics, forecasting, and how revenue operations and finance can collaborate effectively. Drawing from his extensive experience as a CFO in SaaS companies, Ben dives deep into the importance of understanding key SaaS metrics and the relationship between RevOps and financial planning.

We cover:

• Understanding the key SaaS financial metrics: bookings, revenue, and MRR

• The role of RevOps in forecasting and planning

• The relationship between bookings and revenue recognition

• Best practices for revenue forecasting and pipeline management

• How to align RevOps with finance for better business outcomes

Ben Murray on LinkedIn: https://www.linkedin.com/in/benrmurray/

RevOps Letter: https://www.getweflow.com/revopsletter 

Janis on LinkedIn: https://www.linkedin.com/in/philippstelzer 

Philipp on LinkedIn: https://www.linkedin.com/in/janiszech 

Weflow: https://www.getweflow.com 

Chapters:

(00:00:00) Introduction

(00:01:17) Ben’s Background and the Start of The SaaS CFO

(00:03:59) Key SaaS Metrics: Bookings, Revenue, and MRR

(00:07:31) Revenue Recognition and SaaS Finance

(00:14:39) Forecasting and the Role of RevOps

(00:19:06) How Finance and RevOps Collaborate

(00:24:00) SaaS P&L Structure and COGS

(00:28:56) Best Practices for Sales and Marketing Expenses

(00:35:30) Final Thoughts and Advice