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How to Find SaaS Metrics That Really Matter

What are key considerations in finding truly accurate metrics and KPIs for your company? We have answers.

 

In today's fast-paced SaaS market, ways of doing business are always changing, leaving Finance teams scrambling to keep accurate data on what's working and what isn't. 

 

Metrics can be your best friend, or your worst enemy. Why? Because figuring out which metrics you should be paying attention to, and understanding how to accurately measure them can be a real headache.

 

In this guide, we take lessons from Finance leaders at Freshworks, Zuora, and Zendesk to help you: 

“Regardless of how good your tools are, if you get dirty data from your upstream process, you end up spending a lot of manual effort to clean up the data and to build processes for doing so. Care deeply about the quoting process and the tools that enable that."
Christina Liu
Christina Liu
Chief Accounting Officer - Confluent ex-Chief Accounting Officer - Zendesk
Inside the Guide
Spotlighting the right SaaS Metrics

Finance teams should rely on simple yet insightful metrics that can be easily understood by all stakeholders, and be benchmarked against competitors. To zero in on metrics that matter, Tyler Sloat, former CFO of Freshworks, walks you through how to signpost metrics with meaning—including focusing on availability, legibility, and actionability.

Spotlighting the right SaaS Metrics
Knowing the Pitfalls Along the Path
Knowing the Pitfalls Along the Path

So many potential influences can distort your data. If data manipulation occurs upstream—even when unintentional, the metrics derived from it won't be accurate. We'll walk you through common pitfalls and missteps that cause inaccuracies, and how to avoid them.

Dealing with the Complexity of Definitions

Finance teams definitely know their company's basic quoting, pricing, and billing landscape. But that's not enough. The key to accurate metrics is getting granular, and making sure you're on the same page with the rest of your team about definitions of certain important considerations.

Dealing with the Complexity of Definitions