Yes.
Top Line SaaS Tool
Free
A free Excel tool to doownload to learn about SaaS terms.
You will learn about SaaS revenue terms like booking, billings, and revenue (so you don’t have to pretend to understand them).
- Excel and PDF guide
- Bookings, billings, contracts
- P&L review
- Revenue differences
What
What is the 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
Details
Tool images
Here are a few images to have a little gander at for your viewing pleasure.
read more
Read the guide
The details on the SaaS terms are all detailed on the following blog. Click to read before or after you download the file!

Access
Download
Fill in your details and it will be emailed to you
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”.
Fill in your name and email in the submission form and it will be emailed to you.
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)
Yes. You can book a consulting call here:
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.
No.
You can share a link to this page, which would be much appreciated!
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!
Need
Why Do You Need a Top Line SaaS Tool?
-
1
You Need to Know the Details
- SaaS becomes very much about metrics
- You need to understand the technical differences
-
2
Don’t Look Dumb
- Investors will think you’re a numpty
- Staff will not respect you
-
3
Everything is in One Place
- Why Google each term and string together knowledge?
- You get an Excel to also understand the maths
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!
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
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
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
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
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 moreEnterprise 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).
Learn more
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