SaaS Finance Metrics Cheat Sheet
Published 2022-05-11, updated 2023-09-15
Summary - For many finance leaders, it’s important to track everything from the money in your bank account to the traffic on your website. When you start looking at your full business funnel from a finance perspective, you start to see how your key metrics work together.
The scope of SaaS finance metrics goes beyond your traditional MRR. For many finance leaders, it’s important to track everything from the money in your bank account to the traffic on your website. It’s all intertwined when it comes to revenue. And a holistic look at full funnel business performance helps finance leaders see the full picture.
When you start looking at your full business funnel from a finance perspective, you start to see how your key metrics work together.
When you combine data from Salesforce, QuickBooks, and Stripe, you have the right processes in place to understand potential revenue growth. Tracking your metrics across different services lets you analyze your cash-in and cash-out of your bank account, track payment and subscription data, and your employee headcount so you can have a full view of your financial growth model.
Or analyze trends in your revenue with data from Google Analytics, HubSpot, and Stripe to drive full-funnel accountability. You can track the marketing dollars that bring in every new lead and forecast your sales revenue to see how your money flows across each channel.
Top metrics for full funnel financial reporting
This cheat sheet will give you the top metrics to track for full funnel business reporting. I’ve also included the formula to calculate each metric, but tracking these metrics is even easier when you add them to a PowerMetrics dashboard.
For finance leaders and teams everywhere, each of these metrics is a key part of forecasting and analyzing revenue.
This is your SaaS finance metrics cheat sheet.
Here are the metrics I’ll cover in this article:
- Revenue
- Cash
- Payouts
- Payment Acceptance
- Charges
- Opportunities
- Return on Ad Spend
- Lead to Win Rate
- Goal Conversion Rate
- Full-Time Employees
Let’s jump in!