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Movement bridge workbook: the movement table from opening 149,243 to closing 151,518 beside its waterfall chart, with the checks listed below.

Revenue bridge

Movement bridge workbook: the movement table from opening 149,243 to closing 151,518 beside its waterfall chart, with the checks listed below.

Topic

The revenue bridge, explained

Every gap between last month's number and this month's has an explanation. The bridge is that explanation, drawn - and it only counts if it ties out exactly. Comes with an Excel template.

8 min read

Read time

Annual recurring revenue: a recurring revenue view with a movement waterfall and the customers behind it.

ARR

Annual recurring revenue: a recurring revenue view with a movement waterfall and the customers behind it.

Topic

How to Calculate Annual Recurring Revenue (ARR)

What ARR counts, how to calculate it from your contracts, and how to explain what changed between two dates.

8 min read

Read time

Line illustration of a panda at a desk reviewing a recurring-revenue report

Analysis

Line illustration of a panda at a desk reviewing a recurring-revenue report

Topic

The Complete Guide to Recurring Revenue Analysis

A repeatable monthly method for turning recurring-revenue data into a number Finance can explain.

21 min read

Read time

A hand with a pencil mapping rows of a Stripe transactions export into an MRR movement bridge worksheet

MRR

A hand with a pencil mapping rows of a Stripe transactions export into an MRR movement bridge worksheet

Topic

Calculating MRR from your Stripe data

Deciding what counts, normalizing what does, and being able to say why the number is right.

10 min read

Read time

Line illustration of two people reviewing loose report pages beside a bar chart and stacks of ledgers

Close

Line illustration of two people reviewing loose report pages beside a bar chart and stacks of ledgers

Topic

The Recurring-Revenue Close

What a recurring-revenue close is, the five steps that produce one, and what makes it hold up under questioning.

5 min read

Read time

Stripe logo

Stripe

Stripe logo

Topic

How to export your Stripe data (CSV, JSON, API, or warehouse)

Five routes out, three traps that quietly truncate your history, and which route fits the job you actually have.

8 min read

Read time

Line illustration of a person working on a laptop atop a stack of books, beside a large clock and a calculator printing a long receipt

Bridge

Line illustration of a person working on a laptop atop a stack of books, beside a large clock and a calculator printing a long receipt

Topic

How to Automate SaaS Revenue Categorization Logic

The conditional logic that buckets every dollar of movement automatically, and the three places it breaks.

7 min read

Read time

Line illustration of an open reference book in front of a monitor showing a bar chart

Metrics

Line illustration of an open reference book in front of a monitor showing a bar chart

Topic

The Complete SaaS Revenue & Growth Metrics Guide

The SaaS metrics that move decisions, and the benchmarks that show whether the model holds together.

24 min read

Read time

Built by and with finance teams

Better decisions start with better context

Built by and with finance teams

Better decisions start with better context

Built by and with finance teams

Better decisions start with better context