Contents

Financial Planning and Reporting

• Chart of Accounts for SaaS companies
• FP&A Resources
• SaaS tools for financial planning and analysis

Financial and Operational Metrics

(0) Metrics that Matter

Metrics that matter

• (1) Revenue
• (2) GTM Unit Economics
• (3) Capital efficiency
• (4) Product and Engagement Metrics

Comprehensive guides

• Craft Ventures: The SaaS Metrics That Matter (October 2021) > Outlines the key SaaS metrics (and benchmarks) Craft Ventures looks at when investing in Series A / B Companies. See SaaSGrid for Craft Ventures’ internal tool for analysing companies and their Demo account for a live example. Their CSV input template is also available within this this toggle list (at the bottom)
• Craft Ventures: Measuring SaaS Engagement (November 2020) > When measuring engagement for bottom-up SaaS startups, you can't just look at a single DAU/MAU number. You need to look at both DAU/WAU and DAU/MAU, and make two further adjustments: First, look at the average crest of the chart, rather than the average, to understand workday usage. Second, remove free trials and freemium users to understand Customer Engagement as opposed to User Engagement. Finally, you should chart Customer Engagement for the top 10 accounts to understand what best case looks like.
• Craft Ventures: The Pipeline Metrics That Matter + Metrics Library | SaaSGrid (October 2024)