Metrics that Measure Up SaaS Reporting Roadmap with J.T. Cecchini - CEO LevelUp Finance
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Nov 5, 2024 J.T. Cecchini, CEO of LevelUp Finance, brings his expertise in financial reporting for SaaS companies to the discussion. He delves into the complexities of B2B SaaS reporting systems as firms scale beyond $20M. The talk emphasizes the importance of accurate metrics like ARR and a unified data strategy to attract investors. J.T. also introduces the 5x5 Reporting Matrix and a Valuation Framework tailored for SaaS, highlighting how these tools can enhance investor confidence and streamline financial decision-making.
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Start Early with Systematic ARR Reporting
- Start thinking systematically about ARR reporting around $20M ARR.
- Earlier is better, especially for small and medium businesses (SMB) with more clients.
Limitations of Excel for ARR
- Excel has inherent limitations for ARR analysis, especially explaining changes (roll forward).
- A proper SaaS reporting framework reveals insights into your data, identifying operational and finance process issues.
Five Phases of SaaS Reporting
- Focus on five phases of reporting: basic ARR, advanced ARR, unit economics, go-to-market, and financial statements.
- Prioritize five key metrics within each phase for better execution.