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How to Create SaaS Revenue WATERFALL CHART

Name: How to Create SaaS Revenue WATERFALL CHART
Uploaded: 2021-11-10T00:45:11+00:00
Duration: 14 min

CSM Practice

#WaterfallChart #customersuccess

A SaaS Revenue Waterfall Chart or SaaS Bridge Report is a great way to present your revenue forecast to the Board of Directors. The idea of the waterfall chart is to get a clear picture of your customer success team’s impact on your company’s bottom line, using various essential metrics, such as upsell, downsell, and churn rate.

Irit Eizips, Chief Customer Officer and CEO at CSM Practice, shows how to generate different types of waterfall charts, from basic SaaS bookings waterfall charts to recurring revenue waterfall charts. The video includes tips on how to create a waterfall chart in Excel or a CRM system, as well as how to customize the waterfall chart based on your industry and subscription offerings.

It is important for Customer Success executives to learn how to generate these waterfall charts to highlight their Customer Success team’s impact on the company’s bottom line.

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Additional Resources

📑 Check out the SaaS Bookings Waterfall discussed in this video: https://travis-millard.com/saas-bookings-waterfall/

📑 Read the blog: How to Create the Dreaded Waterfall Chart

https://medium.com/@BR_Murray/how-to-create-the-dreaded-waterfall-chart-4554d3041b9d

🎥 Watch our video: How to Optimize Your Renewal Process

https://youtu.be/YJWs3qlsub0

🎥 Video: Increasing NRR (Net Retention Rate) for SaaS

https://youtu.be/FfwyAw3uMFY

Watch the full video to learn more: