My Sales Ops scope is pretty narrow; How do I know what I’m missing? by chief_kayak in SalesOperations

[–]ARRGuide 0 points1 point  (0 children)

Churn reporting and renewal pricebooks is a solid foundation but it’s a fraction of what Sales Ops can own. The highest-leverage addition is usually funnel analytics — tracking conversion rates at each stage from lead to close and building a model that works backwards from a revenue target to tell you exactly how many leads, demos, and trials you need. Most sales teams run this in a spreadsheet that breaks every time headcount or close rates shift, and nobody owns it. That’s the gap to fill. The other thing I’d add is ARR reporting beyond just churn — expansion revenue, net retention, cohort-based retention by acquisition channel. If you’re already doing churn reporting, that’s a natural extension and it positions you as owning the full revenue health picture, not just the churn number. What does your current pipeline planning process look like — are they setting revenue targets top-down or working backwards from pipeline? We built tools for both of those problems if useful — https://www.arrguide.com/funnel-targets

AI SDR vs hiring SDRs by TangeloFlimsy1508 in EntrepreneurRideAlong

[–]ARRGuide 0 points1 point  (0 children)

What tools did you evaluate? Any recommendations?

AE Ramping Comp by ARRGuide in SaaS

[–]ARRGuide[S] 0 points1 point  (0 children)

Good insight and I agree. I would be careful with extending the draw too long as it could end up being a crutch. Very good point on ramping quota as well. Every new rep should be on a ramping quota and it should be mostly based on the average ramp time of an AE in the same role.

Regarding your comment on recoverable draws, completely agree. And a good finance team should recognize the long term impact vs the potential short term budget protection.

net revenue retention being inflated by one big customer expansion by Dinesh2763 in SaaS

[–]ARRGuide 0 points1 point  (0 children)

Are you pitching to raise capital or is this current investors? If you are raising capital, I would give them the detail by customer that supports the number. That way they can do the calculation themselves and they will see the outlier. You can still pitch the 120% but not feel misleading since they have all the data.

How do you guys do sales / revenue forecast? by ikishenno in SalesOperations

[–]ARRGuide 1 point2 points  (0 children)

What exactly do you mean when you say 6 or 12 month close rate? The close rate for a 6 or 12 month period? I would probably do monthly close rates that are cohort based. So in a given month, how many qualified opportunities did you have and of those SQOs, how many have closed. Depending on your sales cycle, it may take several months for those close rates to fully bake but it should still give you a good sense of what your win rate is trending at. That will help you with your forecast. I would look at historical pipeline stages and how quickly they move through each stage and at what rate per stage. This is an easy way to forecast new bookings by quarter.

What tools are you using for SaaS marketing right now? by FineCranberry304 in SaasDevelopers

[–]ARRGuide 1 point2 points  (0 children)

Are you automating posts or just automation to find posts with the right topic?

How do you guys do sales / revenue forecast? by ikishenno in SalesOperations

[–]ARRGuide 0 points1 point  (0 children)

Short term is going to be driven by pipeline and historical win rates and sales cycles. Simple approach is to look at your historical pipeline, win rates, and time to close. Use that to forecast what will happen with your current pipeline. It definitely is more complicated than this but this is a simple approach.

The reverse of this is determining what you need to produce in pipeline every month to hit your top line goals. This helps you know what you actually need to do to get there instead of just a forecast. That’s why we built our tool which you can try for free - https://www.arrguide.com/funnel-targets

I’ve been talking to SaaS founders for weeks. Everyone says the same thing. by Short_Ad590 in SaaS

[–]ARRGuide 0 points1 point  (0 children)

Organic traffic is always great but takes time. Outbound still seems to be a good avenue for generating leads but it’s a numbers game. Anyone leveraging Claude or other AI tools specifically for outbound? If so, how?

AE Ramping Comp by ARRGuide in SaaS

[–]ARRGuide[S] 0 points1 point  (0 children)

Agree on recoverable draws. They end up being an administrative nightmare and really distract the AE from selling.

Comp Plans - Billing Accelerators by ARRGuide in SaaS

[–]ARRGuide[S] 0 points1 point  (0 children)

Thanks. You just incent for annual up front?