SaaS Metrics Simplified
A presentation covering critical SaaS metrics, how often you should track each metric, and which metrics are most relevant by startup stage.
Tools for Startups / Startup Toolkits
Finance Toolkit for SaaS Startups
Grow your SaaS Startup smarter and faster with this collection of free tools from Burkland and our partners.
Tools for SaaS Startups from Burkland
How to Forecast SaaS Revenue
A Guide from Burkland & SaaS Optics outlines two approaches for forecasting SaaS revenue: a tops-down trendline approach and a bottoms-up revenue driver approach.
3 Important Efficiency Metrics for SaaS Startups
Important efficiency metrics for SaaS startups include Sales Efficiency (aka the Magic Number), Human Capital Efficiency, and Capital Efficiency.
Critical Metrics for SaaS Startups Pursuing a Loan
Important SaaS KPIs like ARR and LTV:CAC often won’t get you far with debt-based lenders.
Burkland Contract Log & Revenue Recognition Tracker
Tool in helping to calculate ARR – includes templates for getting ARR metrics.
The 3 Ps of Revenue Quality for SaaS Startups
Predictability, profitability, and plurality are crucial indicators of revenue quality for an early-stage SaaS business.
How Much ARR Does My SaaS Startup Need for Our Next Round?
The answer can be found in your Capital Efficiency Ratio.
Spreadsheet – The Top 10 Standard SaaS Metrics
Get your basics right with these standard SaaS-specific metrics.
Deferred Revenue Schedule for Startups
The deferred revenue schedule is an important tool to manage cash flow and ensure your startup's financial statements accurately reflect its position.
Tools for SaaS Startups from Our Partners
Benchmarkit’s 2024 B2B SaaS Benchmarks Report
Every benchmark in this report can be filtered by company profile attribute including company size, average annual contract value, target customer segment, pricing model, region, and more.
2024 SaaS Benchmarks Report by High Alpha
Originally produced by OpenView Venture Partners, this report—powered by survey responses from over 800 unique SaaS companies—is a key resource for SaaS founders looking to benchmark their companies' performance against peers.
SaaSPedia
The encyclopedia of SaaS finance terms and metrics.
SaaS Startup Key Metrics Template
This SaaS metrics template is broken into six sections: People, Bookings & Revenue, Cash, Sales, Marketing, Customer Success.
How to Value a SaaS Company
A whitepaper describing the approach used by many professional investors and strategic buyers to value a SaaS company.
Top 5 SaaS Metrics Investors Want To See – By Venture Stage
Includes the key objective at each stage of a SaaS company, how to measure it, and the processes that must be built to make it successful.
The 2025 Software Spend Report
Find out how much tech companies are spending on software, trends, spend by size, region, and more with insights from 600+ businesses.
Top Red Flags in SaaS Financial Reporting
From mixing cash and accrual accounting to an inability to generate a connected income statement, balance sheet, and cash flow—certain red flags consistently stand out.
8 Keys for a Successful Financial Audit
For SaaS businesses, audit preparation can be stressful. Here’s how to make it easier.