I’m Struggling with Your Bookings Data
Jul 24, 2024•6 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
In episode #215, I address bookings data from our CRM. This is one of the four key finance data sources. And one that we get wrong.
- What is a booking?
- How do we use bookings data?
- What are the key fields that I need to capture?
- Tips
Grab my bookings template here: https://www.thesaascfo.com/the-saas-bookings-report/
For the best experience, listen in Metacast app for iOS or Android