SaaS Template

Overview

The SaaS template combines some of the key metrics SaaS businesses should focus on. These metrics are split across the SaaS Revenue Metrics, SaaS Key Metrics and SaaS Customer Metrics pages in Spotlight. To make the most of the SaaS template, you will need to:

Source non-financial data
Assign specific report codes to key accounts
Evaluate the formulas and customise using the formula builder if necessary. (Some SaaS businesses may measure these metrics differently due to seasonality, setup of accounts or other factors.)

Non-financial data required

Most SaaS metrics require financial and non-financial data. Therefore, you will need to collate and enter the following non-financial information into Spotlight:

Customers - Total
New customers
Customer satisfaction
Triallists - Enter this data under the Sales - leads account.
Sales closed - This can be the same value as New customers.

You can manually enter the data into the Non-Financial tab under Customise Data. Alternatively, enter the data into this Excel template and import it into Spotlight using the Excel import function on the Import tab.

Assign specific report codes to key accounts

Most report codes needed for the template are automatically assigned by Spotlight. However, for the metrics to calculate correctly you may need to assign some financial report codes manually. To do this, open Customise Data and locate the following accounts, then to assign the specified report code click the report code button:

Recurring revenue - REV.TRA.REC (Revenue > Trading Revenue > Recurring revenue).
Sales and marketing direct wages - EXP.COS.WAG.SAL (Expenses > Cost of goods sold > Direct wages > Sales & marketing)
Sales and marketing expenses - EXP.SAL (Expenses > Sales & marketing expenses)
Sales and marketing overhead wages - EXP.WAG.SAL (Expenses > Wages and salaries > Sales & marketing)