more-arw search

Q&A Forum

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

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


Len Green
Title: Performance Improvement Consultant and E..
Company: Haygarth Consulting LLC
LinkedIn Profile
(Performance Improvement Consultant and ERP Strategist, Haygarth Consulting LLC) |

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

(Advisor) |

Len, all good points. Thanks


Get Free Membership

By signing up, you will receive emails from Proformative regarding Proformative programs, events, community news and activity. You can withdraw your consent at any time. Contact Us.

Business Exchange

Browse the Business Exchange to find information, resources and peer reviews to help you select the right solution for your business.

Learn more

Contribute to Community

If you’re interested in learning more about contributing to your Proformative community, we have many ways for you to get involved. Please email to learn more about becoming a speaker or contributing to the blogs/Q&A Forum.