Guides

Variance Commentary People Actually Read
How to write budget-vs-actual commentary that explains what moved, why and whether it will continue, with formulas, a process and before-and-after examples. Read more...
SaaS Metrics Formula Sheet (CAC Payback, LTV, Magic Number, Rule of 40)
Plain-text formulas for CAC, CAC payback, LTV, magic number, burn multiple and Rule of 40, with common variations and a worked example. Read more...
Net and Gross Revenue Retention: How to Calculate Them Correctly
The common definitions of NRR and GRR, the variations you'll meet, and a step-by-step cohort calculation with a worked SaaS example. Read more...
SaaS Gross Margin: What Belongs in Cost of Sales
What typically goes in SaaS cost of sales, how to allocate shared costs, and how to calculate subscription and total gross margin, with a worked example. Read more...
How to Build an ARR Bridge (New, Expansion, Contraction, Churn)
How to build a monthly ARR bridge from a customer-level list, with classification rules, common variations and a worked example. Read more...
Burn, Runway and the 13-Week Cash Forecast
Gross burn, net burn and runway defined properly, plus a step-by-step 13-week cash forecast with a full worked example and a weekly update routine. Read more...
ARR vs MRR vs Revenue: Why They Don't Match and How to Reconcile Them
Why ARR, MRR and revenue rarely agree, how the definitions vary, and a step-by-step monthly reconciliation with a worked example. Read more...
Monthly Management Accounts and Board Pack Layout
A page-by-page layout for monthly management accounts and a quarterly board pack, with a build checklist, tie-out checks and a worked SaaS example. Read more...