Top Line SaaS Tool

Free

We are going to cover key SaaS revenue terms like booking, billings, and revenue so you don’t have to pretend to understand them. As usual, I’ve also built an Excel model to play with.

  • Excel and PDF guide
  • Bookings, billings, contracts
  • P&L review
  • Revenue differences
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What

What is a Top Line SaaS Tool?

You probably understand some SaaS terms, but I bet you don’t really understand them all, let alone how to calculate them.

Don’t be bashful. You know it’s true. An investor (who isn’t dumb) asked me to help explain key SaaS terms. Here is his question:

Run Rate, Recurring revenue, bookings, ACV etc. put everything in a shaker, drop everything in a deck and you confuse everyone 😉 You could post something to clear up the confusion given your experience?

So now we are going to go through key ‘top line’ revenue related SaaS terms and clear them up so you really get them.

  • SaaS revenue
    • Accounting revenue
    • Deferred revenue
    • MRR
    • ARR
  • Bookings
  • Billings
  • Contracts
    • ACV
    • TCV
  • GMV (This is not SaaS but you need to get clear)
  • P&L review
    • Gross vs net revenue
    • Gross profit
  • Metrics
    • ARPA

who

Who Needs a Top Line SaaS Tool?

Everyone in startup-related land needs to know about this topic. So whether you are a founder, investor or advisor, why not have a little play with this!

Startup Founders

Any startup is a huge pain in the rear! There is just so much to learn and figure out!

All my tools are designed to help you with one specific thing you can apply to either action on, or build on your learnings.

Even if you don’t need the tool now, you won’t waste your time reading the supporting blog (or watching a video if I made one) and then playing with the tool for 20 minutes.

You’ll be able to start getting some latent learnings that could help you understand the topic when it is a focus.

If the tool does help you now, then fantastic! Let me know about it over email or leave a comment on the page!

Investors

Investors are meant to know everything! The thing is, we both know that you don’t and you are always learning!

All my tools will help you to build on your learnings (for free) so you can be more proficient in your job and support founders better.

If you don’t undersand founder needs, how are you going to do the ‘value add’ you keep talking about!

Startup advisors

If you are advising founders, then you know you can never stop learning! Regardless of the niche you focus on, it is always useful to be able to touch on a topic.

My free tools will help you to understand a topic you don’t know a Scooby Clue about or something you want to build knowledge on.

Note: These aren’t for sale or to white-label.

Details

What Does the Tool Look Like?

Here are a few images to have a little gander at for your viewing pleasure.

Need

Why Do You Need a Top Line SaaS Tool?

  1. 1

    You Need to Know the Details

    • SaaS becomes very much about metrics
    • You need to understand the technical differences
  2. 2

    Don’t Look Dumb

    • Investors will think you’re a numpty
    • Staff will not respect you
  3. 3

    Everything is in One Place

    • Why Google each term and string together knowledge?
    • You get an Excel to also understand the maths

features

What Can the Model Do?

These are some of the features in the model.

Track dilution

See what happens round by round

  • Do 5 rounds
  • 2 ESOP
  • Monkey party!

Track dilution

See what happens round by round

  • Do 5 rounds
  • 2 ESOP
  • Monkey party!

Need

Why is My Tool Worth Getting

  1. 1

    I Make Cool Things (and am capable)

    • There is a lot of blah around by people who aren’t terribly good at Excel/PowerPoint etc
    • You’ll see the attention to detail and actual thought put into what I gift you (so you aren’t wasting your time)
  2. 2

    My Free Tools Are Better Than What Some Charge For

    • I only made tools because I couldn’t find anything I would use myself
    • Even if you don’t ‘actually need the tool’, the point is to teach you concepts you can apply
  3. 3

    I Don’t Have a Hardcore Marketing Funnel

    • I make tools to actually help founders
    • You aren’t going to be hounded with emails to get you to buy things
    • Whilst I do sell some stuff, seeing the quality I give for free is way better marketing than using fancy words to convince you

video time

Watch a Video On the Tool

I haven’t made a video yet. If COVID happens again, guess I’ll have time…

read more

Read the Full Blog

This is a pretty page I have made so downloading tools is cleaner and simpler for you. I’ve moved blog details to blog(s). If you would like to read more, click on!

Guide

Other tools

Other Related Tools

You’re busy, so there are other great tools that I’ve made that might be of use to you. Here are some you can check out if you would like.

SaaS Financial Model

SaaS startup with monthly and annual contracts. Self-onboard and sales supported customers. Think Buffer, Zapier, Hubspot, or Xero. Cohort model with all the capability you expect including expansion revenue, churn and full marketing funnel.

Learn more

Enterprise SaaS Financial Model

You're a complex enterprise SaaS startup with a long and complex sales process with multiple fee streams which is impossible to model! You might have enterprise, consumer and SME customers (Don't need to do all 3 but they are coded). You've tried to find a template and nothing exists, and for good reason (who would spend the time to make a template like this?).

Learn more

Before and After Financial Model Tool

Learn more

Board Meeting Presentation Template

Learn more

Cap Table Tool

Learn more

Chart Rebase Tool

Learn more

Convertible Note Calculator Tool

Learn more

Debt Capacity Calculator Tool

Learn more

ESOP Terms Cheat Sheet Tool

Learn more

ESOP Dilution Calculator Tool

Learn more

Excel Number Format Cheat Sheet Tool

Learn more

Excel Training

Learn more

Access

Get the Top Line SaaS Tool For Free

Fill in your details and it will be emailed to you.

I’m not sketchy, so here is everything you need to know just in case!

  • It is automatically emailed to you!
  • I’ll send you some emails about startup/investing after
  • You can unsubscribe whenever you want
  • Your data is never sold! I’m not organised to even do that lol
  • You agree to all T&C legal stuff (to cover my ass)

FAQs

Check the FAQs if you are having issues. Don’t message me if “I can’t download the file”.

Is this free?

Yes.

How do I download?

Fill in your name and email in the submission form and it will be emailed to you.

I didn't receive the email?

My (automated) system works. You’ve made a basic mistake.

  • Check you input your email accurately
  • Check your spam folder (Whitelist me if you found the email in spam)
Can I get consulting to use the file?

Yes. You can book a consulting call here:

Book a consulting call

I have feedback to improve

I’d love feedback from you!

You can reach out to me through the contact page

Contact

How do I open the file?

When you press download in an email from me, it normally saves to your Downloads folder.

So go there first to find the file.

I normally have to ZIP the file so it will work with SaaS automation systems.

So get WinZip, WinRAR, or use whatever Mac/PC offers these days. Unzip the file (Right click and press “uncompress” etc). If you don’t know how to do this, then use Google.

Once you uncompress, the ZIP file will remain, and you will see a new file (sort the download folder by date modified if confused).

I assure you that everything I provide works, so if you can’t access it, it’s a ‘you’ problem.

Can I sell / share your tools?

No.

You can share a link to this page, which would be much appreciated!

Can I share your tools on social media?

Please share the link to this page. It would be super-appreciated, but only if you like it!

If you don’t like it, then leave a comment or shoot me an email first so I can take your feedback on board first and see if I can improve!

Reading

Looking For Some Recommended Reading?

Here are some blogs you can check out related to this topic:

MRR

Monthly Recurring Revenue explained for SaaS startups

Click

ARR

Annual Recurring Revenue explained for SaaS startups

Click
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