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Budgeting and Forecasting for SaaS Companies

Software Planning & Analytics

Adaptive Insights lets software companies plan, monitor, and analyze subscription bookings and revenue. Our solution provides software-specific metrics and templates for budgeting, forecasting, scenario modeling, dashboards, and reports. The result is improved sales and revenue forecasting, and insights that help to improve customer retention and reduce churn while reducing acquisition costs.
Model ARR for a SaaS-based Business

Align Revenue Plans with Corporate Objectives

Set revenue goals based on historical data, business drivers, and growth objectives. Plan monthly and annually recurring revenue (MRR and ARR) streams from new and renewal software subscriptions. Use revenue waterfalls to model recognition timing for subscriptions and services. And incorporate ERP and CRM sales data for a comprehensive view of revenue.

See all core SaaS KPI metrics in one dashboard including MRR,ARR,ACV, ARPA,CAC, Churn rate, LTV

Gain Insights from Software KPIs to Grow

Intuitive dashboards let you continuously visualize and explore subscription revenue metrics, such as MRR and ARR, annual contract value (ACV), and average revenue per account (ARPA), so that you can accurately plan investments in marketing, development, and sales. Track and gain insights from underlying customer metrics, including customer acquisition costs (CAC), customer lifetime value (LTV), churn and renewal rates, to better understand how to grow and retain customers while reducing acquisition costs.

Learn more about how we can help your organization plan smarter, report faster, and analyze better.

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Forecast SaaS revenues, expenses, bookings from new and existing customers.

Accurately Forecast Subscription, Renewal, and Services Bookings

Create a holistic bookings forecast for new subscriptions, renewals, and services. Set subscription sales targets in concert with your sales and services teams, plan bookings by business cohorts, and use sales capacity scenarios to determine headcount needs to meet quota. Then compare the sales forecast with actual bookings using variance reports. With Adaptive Insights, you can accurately forecast, track and adjust your bookings, and project your sales growth.

SaaS expense and investment modeling tailored to your software as a service business

Plan Hosting, Sales, and Operating Expenses with Confidence

Plan the expense of your software operations with expense budgets based on targets, roll ups of personnel, and cost-of-sales (COS) data. Model sales rep compensation and productivity, accounting for on-boarding ramp rates, and forecast commissions based on varying attainment scenarios. Budget ongoing hosting and other operating expenses (OPEX), and determine project capital expenditures (CAPEX) for new and growing data centers. With a complete picture of SaaS expense planning, you can increase margins through the reduction of CAC and ongoing support costs.

Watch our Featured SaaS Webinar: Moving Fast and Staying Nimble

For a SaaS company to survive and thrive, it needs to be agile and able to respond to the dynamic nature of the technology market. Watch this webinar to learn how the Adaptive Insights finance team stays ahead of the curve by rapidly creating plans and forecasts with confidence and tracking and analyzing the key metrics that are critical for the success of any SaaS business.

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SaaS Benchmarking Service and Reporting Example

SaaS Benchmarking Service and Reporting Example

Integrate Financial and Key Operational Benchmarks into Your SaaS Reporting and Dashboards

Compare your budget and actuals on a monthly basis against critical financial and operational benchmarks for peer SaaS companies. Choose from detailed benchmarks for peer companies by size of revenue, growth rates, funding stage, and business model.

OPEXEngine’s SaaS benchmarks can be quickly and easily integrated into the SaaS Planning & Analytics solution to compare your actuals, plans, and forecasts to peer SaaS companies. Learn more at www.opexengine.com.

Use benchmark comparisons to:

  • Identify areas of inefficiency and room for improvement
  • Get the executive team to agree on targets
  • Drive your company to better performance
Improve your sales rep quota and capacity planning

Drive Sales with Better Quota and Capacity Planning

Improve sales performance with capacity and quota models designed to run what-if scenarios around ramping, staffing, quotas and attainment. Visually monitor coverage in real-time to ensure enough quota has been deployed to hit targets. Link your sales plan to your core financial model to synchronize bookings targets, head count plans, and expense data.
Build your rep territories and allocate sales volume evenly

Create Balanced Territories

Carve up and optimize territories to ensure every rep can support his or her quota. Import Total Addressable Market (TAM), lead, opportunity, and customer data sets from customer relationship management (CRM) and marketing automation systems. Segment and score your market by geography, company size, vertical, and product attributes. Assign territories to reps via named accounts or by region/segment, and then analyze and optimize for balance.

We're Helping High-Growth SaaS Companies Drive Sales Productivity and Predictability

Winshuttle Customer Testimonial
Winshuttle
Ivanti Customer Testimonial
Ivanti
MongoDB Customer Testimonial
MongoDB

Interested in seeing how we help SaaS companies plan and forecast more effectively?

Schedule a personalized demo