What's new on Summit

Financial Planning Software as a Service

New
September 25, 2020

Learning Series: Sales Pipeline

In this episode, we improve our retention modeling by assigning stronger retention curves to our more expensive plans, and install our first "Sales Pipeline" event.

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New
September 18, 2020

Learning Series: Customer Cohorts

We continue our learning how to build financial models using Summit series by explaining the usage of the "Customer Cohort" event type, how to create a simple model with a single cohort, and how we can make our forecast more accurate and robust through the usage of cohorts representing historical signups by date and by plan.

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New
September 17, 2020

Learning Series: Free Trials & Funnel Math

Learn how to add a Free Trial event to your SaaS model, and how to think about conversion rates on acquisition channels.

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New
September 16, 2020

🎬 Learning Series: Getting Started

We've had a healthy dose of feedback asking for a tutorial series on how to get the most out of the product.

So, without further ado, here is a longer (29 minute) walk-through of model-building basics, starting from scratch.

This is the first chapter of a series. With each new chapter, we'll make the model more complex and robust, as the business we're modeling evolves over time.

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New
August 27, 2020

Change rates for growth rates!

Summit users can now define realistic growth rates for their acquisition channels, by accelerating or decaying their growth rates over time.

For example, if a channel brings in 100 leads per month, and we want to simulate 110 leads next month, we can set the growth to 10%. However, just like in nature, growth rates won't stay pegged at their initial values. As channels saturate, growth slows. Sometimes, when we land a new channel, such as a partnership, growth may increase rapidly too. Summit now allows you to express both.

This screencast demonstrates the effect of this new parameter using the Early-Stage Sales template available through our onboarding flow.

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New
August 19, 2020

Marketing Budgets! 📣 🧲

Summit now has a template for defining a marketing budget as a percentage of revenue. This spend can flow into paid acquisition channels which can each have their own CAC, and send converted leads to specific revenue plans.

This video provides an overview of the template. We're excited to see how you use it to test your own marketing plans!

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