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Anonymous Advisor

Looking for insights on financial and reporting metrics for small enterprise SW company

Asked on March 21, 2016

I'm helping a CEO assess what financial reports and metrics would be most applicable to helping him better run his business. The company is on Quickbooks though doubt that really matters. I'm looking for feedback specifically regarding reports/metrics other companies might use. This is not a SaaS business

Answers

Len Green Performance Improvement Consultant and ERP Strategist • March 19, 2016

Try some of these (you said not a SaaS sw, so presume it is a license purchase plus annual maintenance):

-Sales Pipeline-value of deals in the pipeline, by status (funnel report); win/loss ratio (overall and by competitor); close rate (from lead to contract)
-New license revenue, by customer size, industry, geography
-Add on license revenue (customers who add more licenses, modules)
-Recurring revenue -annual maintenance
-Attrition rate (customers who go off maintenance)
-If they also implement their sw, then you may want to track professional services revenue and margins