Movement does not tie out
New, expansion, contraction, and churn are difficult to reconcile from one period to the next.
Independent program overview by Business Tool Select
SaaS Metrics Implementation Sprint · October 2026 · Led by Ben Murray, The SaaS CFO
Walk Into Your Next Board Meeting Ready to Defend Every Number
This guided implementation program helps SaaS teams structure financial, bookings, workforce, and customer/revenue data; launch a working metrics dashboard; and establish a repeatable monthly reporting process.
Know where every metric came from. Explain it under scrutiny. Reproduce it next month.
Apply for the October Sprint →
See the implementation path
Independent referral page by Business Tool Select. We may receive a commission if a referred applicant enrolls; this does not affect the applicant’s price.
The application takes about five minutes. There is no payment or commitment at this stage; every application is reviewed before enrollment.
September 15Applications close in 2026
October 6Seven-week cohort begins
November 19Final implementation week ends
Up to 25Companies in the cohort
When the numbers do not agree
The pressure is not the dashboard. It is being unable to defend what is inside it.
Finance, RevOps, and leadership may each have a reasonable number — but not the same number, the same definition, or the same source of truth.
Revenue categories blur
CRM data does not consistently separate recurring revenue, services, and expansion.
People costs are inconsistent
Employees, contractors, departments, and fully burdened costs use different mappings.
The waterfall needs fixes
MRR schedules depend on manual adjustments and customer identifiers that do not align.
The board pack is rebuilt
Leadership reporting lives across disconnected spreadsheets with no repeatable workflow.
Definitions are hard to defend
Questions from investors or buyers expose gaps between source data and reported metrics.
Build from consistent sources
A reliable dashboard begins with governed source data.
Definitions, customer IDs, account mappings, ownership, and tie-outs need to align before the reporting layer can be reconciled and repeated.
Define the metric
Establish governed definitions for ARR, bookings, churn, services, margins, and customer movement.
Reconcile the sources
Align the GL, CRM/bookings, payroll/workforce, billing/subscription, and customer systems.
Govern the process
Assign ownership, controls, and a repeatable monthly workflow before connecting trusted metrics to AI.
The implementation path
Fix the source layer first. Then launch the metrics process.
The Sprint moves from four operational data sources through normalization and reconciliation to a reporting system your team can maintain.
SOURCE SYSTEMS
GL · CRM · Payroll · Subscriptions
Gather the financial, bookings, workforce, and customer inputs that drive SaaS performance.
→
GOVERNED FOUNDATION
Normalize and reconcile
Establish definitions, mappings, owners, tie-outs, and a repeatable monthly process.
→
DECISION LAYER
Board-ready + AI-ready
Launch the dashboard, document the narrative, and connect trusted metrics to AI workflows.
What goes live
A working metrics process built around your company’s source data.
The Sprint combines structured instruction, implementation work, software, templates, working sessions, and review across seven milestones.
Accounting foundation
GL map, SaaS P&L structure, revenue hierarchy, departments, and margin framework.
Revenue engine
Bookings dictionary for new ARR, expansion, services, contraction, and GTM attribution.
Workforce economics
Employees and contractors, department mapping, fully burdened costs, FTE analysis, revenue per FTE, and ROSE inputs.
Customer + revenue metrics
Normalized customer and subscription data with an MRR waterfall tie-out and repeatable reporting definitions.
Fit matters
Built for teams that own both the numbers and the process.
Applying is a fit assessment, not a purchase. Every application is reviewed before enrollment is confirmed.
Strong potential fit
- B2B SaaS company with meaningful operating data
- Founder, CFO, finance leader, controller, FP&A, or RevOps owner
- Upcoming board reporting, fundraising, diligence, or exit preparation
- Access to source systems and a team member available to implement
Probably not the right fit
- Pre-revenue company without meaningful operating data
- Looking only for an introduction to SaaS metrics
- Expecting a fully done-for-you consulting engagement
- Unable to access or work with source data during the Sprint
Seven-week execution
A compact path from readiness to a governed metrics layer.
Four source-data areas lead into dashboard go-live, board readiness, and AI readiness after the data is trusted.
Before October 6
Confirm source systems, access, owners, and current reporting materials.
Source-data build
Accounting, bookings, workforce economics, then customer/revenue metrics. SoftwareMetrics.ai starts in Week 1.
Metrics engine live
Load, reconcile, and troubleshoot the dashboard.
Board ready
Document definitions, interpret trends, and build the management narrative.
AI ready
Connect trusted metrics to the approved AI workflow and complete the private go-live review.
October 6–November 19, 2026 · Core workshops on Tuesdays · Optional working sessions on Thursdays
Workforce economics
Includes employees and contractors, department mapping, fully burdened costs, FTE analysis, revenue per FTE, and ROSE inputs.
SoftwareMetrics.ai from Week 1
Participants receive access before launch, make the first upload during Week 1, and improve and reconcile the dashboard throughout the milestones.
Investment
Choose the implementation support your team needs.
Applying is not a purchase. The appropriate support level is confirmed only after the review conversation.
Company Pass
The complete guided implementation path.
$4,995
3 × $1,665/month · Up to 2 participants
- Four core source-data workshops
- Four optional source-data office hours
- Metrics go-live and troubleshooting
- Board-ready and AI milestones
- Milestone templates and Accelerator spreadsheet models
- Lifetime access to SaaS Metrics Foundation
- Go-Live Guarantee: participation in the main sessions, submission of all four required milestones, and completion of requested corrections are required. If the system is not functional and reconciled, the participant may join the next cohort at no additional cost. This is not a guarantee of financial results.
- One year of SoftwareMetrics.ai
- Dashboard and API/MCP access
- Monthly metrics checklist
Implementation Pass
Company Pass with private implementation review.
$7,995
3 × $2,665/month · Up to 2 participants
- Everything in Company Pass
- Private review of the four source-data structures
- Private review of reconciliation exceptions and known limitations
- Dashboard sign-off before the next board or leadership meeting
- Priority Q&A and troubleshooting
Executive Pass
Implementation Pass with concierge support.
$14,995
3 × $4,998/month · Up to 3 participants · Limited to 3 companies
- Everything in Implementation Pass
- Multiple private working sessions
- Direct priority access
- Personal AI COGS/economics review
- Concierge onboarding for data sources and software
- Executive-level board and diligence preparation support
No payment is due when you apply. Fit, support level, and enrollment are confirmed after the review conversation.
Application process
A review before any enrollment decision.
Business Tool Select provides this independent overview and referral path. The application and provider-side decisions remain with The SaaS Academy.
Complete the approximately five-minute external application.
Discuss the company’s data, systems, stage, and goals during the review conversation.
If there is a fit, confirm the support level and enrollment directly with The SaaS Academy.
The external form includes Business Tool Select as the prefilled referral source. Please leave that field unchanged so the referral can be recognized.
Before you apply
Frequently asked questions
Does applying enroll or charge me?
No. The application takes about five minutes and creates no payment or commitment. Every application is reviewed before enrollment.
Do we need perfectly clean data before joining?
No. Your company does need access to real source systems and an internal owner available to complete implementation work.
What does the Sprint combine?
The program combines structured instruction, implementation work, software, templates, optional working sessions, milestone reviews, and troubleshooting.
Does Business Tool Select receive my application answers?
No. The external form and application answers are handled outside this landing. The prefilled referral source is used so the referral can be recognized.
Build metrics your team can explain, defend, and repeat.
Applications close September 15. The October cohort begins October 6 and is capped at 25 companies.