SaaS Metrics Fundamentals

The most comprehensive course on the market to elevate your SaaS knowledge, measure the right metrics, and build a compelling metrics dashboard. 8,000+ students enrolled.
Join 8,000+ Other Students

Course Highlights

  • SaaS Business Model

    Overview of Software-as-a-Service Business Model

  • Business Growth

    Bookings, TCV, ACV, Revenue and Annual Recurring Revenue (ARR) Momentum

  • Product Stickiness

    Customer Churn, Dollar-Based Retention Rates, Renewal Rates and Cohort Analysis

  • Unit Economics

    Customer Lifetime Value (LTV) and Customer Acquisitions Costs (CAC)

  • Financial Metrics

    Profit and Loss Walkthrough, Profitability, Margin, Rule of 40, SaaS Magic Number

  • Metrics Dashboard

    Build a SaaS Metrics Dashboard That Tells the Story

Is This You?

If any of these applies, then you have come to the right place! This SaaS Metrics Fundamentals course will give you the right tools and skills to be successful.

  • Working at a SaaS company, but secretly don’t understand SaaS metrics?

  • Confused by terms such as bookings, revenue, ARR, retention rate, renewal, LTV and CAC?

  • Looking for a career opportunity at a software company and you need to impress your interviewer with a solid understanding of SaaS?

  • Nervous about your next presentation on SaaS metrics performance?

Who should join this course?

  • Company Founder

    You need to grow your SaaS business and measure performance.

  • Financial Analyst

    You need to articulate the financial performance of the business and forecast for the future.

  • Product Manager

    You need to track the impact of your product and your contribution.

  • Business Leaders

    You need to set targets, develop strategies and improve operations.

  • Investors

    You need to understand the performance of your investment and portfolio companies.

  • Sales Executive

    You need to understand your bookings impact the business and how your performance is measured and compensated.

Course curriculum

  • 1

    Introduction

  • 2

    Business Growth: Bookings, TCV, ACV, ARR and Revenue

    • Bookings: TCV, ACV and Contract Term Length

      FREE PREVIEW

    • Bookings: Offer Type (Product and Service, Recurring vs One-Time)

    • Bookings: New vs Renewal Bookings

    • Bookings Quiz - Multiple Choice

    • Annual Recurring Revenue (ARR)

    • ARR Quiz - Multiple Choice

    • Revenue

    • ARR Analysis: New, Expansion, and Churn Momentum

    • ARR Momentum Analysis Quiz - Multiple Choice
  • 3

    Product Stickiness: Retention, Churn, Renewal and Cohort Analysis

    • What Churn Is and Why Churn Happens

    • Retention and Churn Rates - Intro and Count Based Rates

    • Retention and Churn Rates - Dollar Based

    • Churn and Retention Quiz - Multiple Choice

    • Renewal Rates

    • Cohort Analysis
  • 4

    Unit Economics: Lifetime Value (LTV) and Customer Acquisition Cost (CAC)

    • Unit Economics Basics

    • Customer Life Time Value (LTV)

    • Customer Acquisitions Cost (CAC) and CAC Payback Period

    • LTV to CAC Ratio

    • SaaS Magic Number

    • Unit Economics Quiz - Multiple Choice
  • 5

    Profit and Loss (P&L Financial Metrics)

    • SaaS Financial Model P&L Walk through

    • Profitability (Gross Margin, Operating Margin and Free Cash Flow Margin)

    • Rule of 40
  • 6

    SaaS Metrics Dashboard

    • SaaS Metrics Dashboard

    • Make Your Own Metrics Dashboard

    • Course Notes and 1-Pager Cheat Sheet

Got SaaS?

This SaaS Metrics Fundamentals course will give you the right tools and skills to be successful. If your professional work is related to software, whether you are a company founder, a sales executive, product manager, a financial analyst, a business leader, a product manager, or an investor, you will need to how to measure and analyze a SaaS business with the right metrics.

  • Measure the right SaaS metrics

  • Analyze metrics performance trends

  • Articulate the business implications

  • Improve and grow your SaaS business

A Premium Learning Experience

Our course features an intuitive user interface that keeps track of your learning journey. You will be able to review content, post questions and download resources from both your browser and mobile phone anytime, anywhere.
Enroll today

Dashboard Template

All the beautiful spreadsheets and dashboards are included as part of the course. You will save hours of your time. Make these tables and charts your own in a matter of minutes.
Enroll in the Course

Student Reviews

5 star rating

Great SaaS Course

Shane Marion

It has been a few years since I analyzed a SaaS based company - this course was a great refresher for me. The downloadable materials, step by step explanations, and real-life examples make this an exceptional course for anyone looking to understan...

Read More

It has been a few years since I analyzed a SaaS based company - this course was a great refresher for me. The downloadable materials, step by step explanations, and real-life examples make this an exceptional course for anyone looking to understand SaaS business metrics and management

Read Less
5 star rating

Best SaaS Metrics and Business Management Course Out There!

Jacqueline Watson

I have been looking for a SaaS-related course like this for a long time. SaaS is a relatively new topic and the information from other websites is a bit all over the place. This course does a good job synthesizing key points that I need to know, a...

Read More

I have been looking for a SaaS-related course like this for a long time. SaaS is a relatively new topic and the information from other websites is a bit all over the place. This course does a good job synthesizing key points that I need to know, and provides lots of context and real life examples on how SaaS companies are measured and evaluated. I also like the fact the the course gets into enough details without being overly long (who has time to sit through 10+ hours of lectures, right?). I would highly recommend this to those who are working at SaaS companies or looking for a job opportunity in the space. You need to know these SaaS metrics -- these are table stakes to be successful.

Read Less

Excellent Course Value

  • SaaS Metrics Dashboard Template

    $150+ Value

    All the beautiful spreadsheets and dashboards are included as part of the course. You will save hours of your time. Make these tables and charts your own in a matter of minutes.

  • 30+ Downloadable Resources

    $100+ Value

    This course is packed with high quality videos, tutorials/demos, real life examples, quizzes, articles, cheatsheets, and excel models to enhance your learning.

Testimonials

“Jimmy is a great instructor! Starting from the basics, he lays a solid foundation of SaaS before diving into metrics and operations. He is crystal clear with his explanations, and the graphic illustrations help a ton. Would highly recommend this course to any managers who want to learn about cloud business!”

Richard X., Product Manager

“This course is essential for anyone who is looking to deepen their knowledge on SaaS metrics. The instructor is knowledgable and has a thorough understanding of all the metrics and concepts that he covers. The resources included with the course are polished and useful enough to take back to your team if you are already working in this field.”

Cary L., Finance Director

Course Pricing

Take your SaaS career to the next level today (regular price at $249).

Course Instructor

Jimmy Chim

Founder and Lead Instructor @ SaaS Business School

Thanks for allowing me to be your instructor and partner on your SaaS and cloud journey. My courses are built on 10+ years of finance, consulting and strategy experience working in Silicon Valley. I have worked with various tech companies and consulting firms on merger and acquisitions (M&A), financial forecasting/analysis, business performance improvement, metrics development (OKRs) and other C-level strategic initiatives.

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FAQ

  • What is the format of the course?

    SaaS Metrics Fundamentals is a self-paced course that you can access any time. The course includes high quality videos, tutorials/demos, real life examples, quizzes, articles and cheatsheets to enhance your learning. All the beautiful spreadsheets and dashboards are included for free so you can save hours of your time and make these tables and charts your own in a matter of minutes.

  • How long do I have access to the course after purchase?

    You will have lifetime access to the course after purchase, so you can take your time with your learning.

  • Can I get a refund to the course if I'm not satisfied?

    Yes. We offer a 15-day money back guarantee. Please contact us if you have any issues with the course.

SaaS Metrics Fundamentals

The most comprehensive course on the market to elevate your SaaS knowledge, measure the right metrics, and build a compelling metrics dashboard
Join 200+ Other Students

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