SaaS Metrics Dashboard

SaaS metrics calculator and dashboard builder for subscription businesses. Compute MRR, ARR, churn rate, NRR/GRR, LTV, CAC, CAC payback period, magic number, Rule of 40, quick ratio, and cohort retention. Accepts raw subscription data and outputs a structured metrics snapshot ready for investor reporting, board decks, or feeding into kpi-alert-system and startup-financial-model skills. Use when founders, CFOs, or analysts need a full SaaS health check, want to track metrics over time, or are preparing investor materials. NOT for: e-commerce or transactional businesses (no recurring revenue), real-time streaming data pipelines (use a dedicated BI tool), or QBO bookkeeping reconciliation (use qbo-automation). Not a replacement for a full data warehouse — designed for structured inputs and spot analysis.

samledger67-dotcom@samledger67-dotcom

Install

openclaw skills install @samledger67-dotcom/saas-metrics-dashboard

SaaS Metrics Dashboard Skill

Calculate every critical SaaS metric from raw subscription data and produce an investor-ready health snapshot. This skill guides Sam Ledger through computing MRR/ARR, churn, retention, unit economics (LTV/CAC), growth efficiency, and Rule of 40 scoring — then formats the output for board decks, investor updates, or feeding into kpi-alert-system threshold monitoring.

When to Use This Skill

Trigger phrases:

"What's our MRR / ARR?"
"Calculate churn rate for last quarter"
"Give me our LTV:CAC ratio"
"Build a SaaS metrics snapshot"
"Are we Rule of 40 compliant?"
"Show net revenue retention"
"Prepare metrics for the investor update"
"What's our quick ratio / magic number?"
"Track cohort retention"

Fits between:

startup-financial-model — feeds historical actuals into the 3-statement model
kpi-alert-system — outputs threshold-ready metric values for alert monitoring
investor-memo-generator — supplies the metrics section of investor memos

NOT for:

Businesses without recurring subscription revenue
Real-time live dashboards (needs a BI tool like Metabase/Looker)
Revenue recognition accounting (use revenue-recognition-agent)
QBO bookkeeping entries (use qbo-automation)

Core Metric Definitions

Revenue Metrics

Metric	Formula	Benchmark
MRR	Sum of all monthly recurring charges	—
ARR	MRR × 12	—
New MRR	MRR from new customers this period	—
Expansion MRR	Upsells + seat adds from existing customers	—
Churned MRR	MRR lost from cancellations	—
Contraction MRR	Downgrades from existing customers	—
Net New MRR	New + Expansion − Churned − Contraction	Positive = growing

Retention Metrics

Metric	Formula	Benchmark
Logo Churn	Customers churned / Customers at start	<5%/yr for SMB, <2% enterprise
Revenue Churn (GRR)	Churned+Contraction MRR / MRR at start	>80% GRR good
Net Revenue Retention (NRR)	(Start MRR + Expansion − Churn − Contraction) / Start MRR	>110% excellent, >100% good
Quick Ratio	(New + Expansion) / (Churned + Contraction)	>4 = excellent, >2 = healthy

Unit Economics

Metric	Formula	Benchmark
LTV	ARPU / Monthly Churn Rate	3× CAC minimum
CAC	(S&M Spend) / New Customers	—
LTV:CAC	LTV / CAC	>3:1 healthy, >5:1 strong
CAC Payback	CAC / (ARPU × Gross Margin%)	<12mo excellent, <18mo good
Magic Number	Net New ARR / Prior Quarter S&M Spend	>1.5 = efficient

Growth Efficiency

Metric	Formula	Benchmark
MoM Growth	(MRR This Mo − Prior Mo) / Prior Mo	Top decile: 15%+ early stage
Rule of 40	ARR Growth Rate % + FCF Margin %	≥40 = healthy
Burn Multiple	Net Burn / Net New ARR	<1 = excellent, <2 = good

Data Inputs Required

Minimum viable inputs:

text

Period: [month/quarter]
MRR at start of period: $___
New MRR: $___
Expansion MRR: $___
Churned MRR: $___
Contraction MRR: $___
New customers acquired: ___
Customers churned: ___
Total customers at start: ___
S&M spend (period): $___
Gross margin %: ___
ARR growth rate (YoY %): ___
FCF or operating cash flow: $___

Optional (for deeper analysis):

text

Cohort data (monthly signup + retention by cohort)
Plan-level MRR breakdown
Customer segment breakdown (SMB / Mid-Market / Enterprise)
NPS or CSAT scores

Computation Walkthrough

Step 1: Validate Inputs

Confirm all required fields are present
Check: New MRR + Expansion − Churn − Contraction = Net New MRR
Flag negative MRR values or impossible churn rates (>100%)

Step 2: Calculate Revenue Metrics

python

net_new_mrr = new_mrr + expansion_mrr - churned_mrr - contraction_mrr
arr = (mrr_start + net_new_mrr) * 12

Step 3: Retention Metrics

python

logo_churn = customers_churned / customers_start
grr = 1 - ((churned_mrr + contraction_mrr) / mrr_start)
nrr = (mrr_start + expansion_mrr - churned_mrr - contraction_mrr) / mrr_start
quick_ratio = (new_mrr + expansion_mrr) / (churned_mrr + contraction_mrr)

Step 4: Unit Economics

python

arpu = (mrr_start + net_new_mrr) / (customers_start + new_customers - customers_churned)
ltv = arpu / (logo_churn / 12)  # annualized to monthly churn
cac = sm_spend / new_customers
ltv_cac = ltv / cac
cac_payback_months = cac / (arpu * gross_margin)
magic_number = (net_new_arr) / prior_sm_spend

Step 5: Growth Efficiency

python

rule_of_40 = arr_growth_pct + fcf_margin_pct
burn_multiple = abs(net_burn) / net_new_arr  # only if burning cash

Step 6: Score & Grade

Apply benchmark thresholds and assign health grades:

🟢 Green: At or above benchmark
🟡 Yellow: Within 20% of benchmark
🔴 Red: Below benchmark threshold

Output Format

Snapshot Output (Markdown/Structured)

text

═══════════════════════════════════════
  SAAS METRICS SNAPSHOT — [Period]
  Company: [Name] | As of: [Date]
═══════════════════════════════════════

REVENUE
  MRR:              $___,___
  ARR:              $___,___
  Net New MRR:      $___,___  (New: $X | Exp: $X | Churn: -$X)
  MoM Growth:       X.X%  [🟢/🟡/🔴]

RETENTION
  NRR:              XXX%  [🟢/🟡/🔴]  (benchmark: >110%)
  GRR:              XX%   [🟢/🟡/🔴]  (benchmark: >80%)
  Logo Churn:       X.X%  [🟢/🟡/🔴]  (benchmark: <5%/yr)
  Quick Ratio:      X.X   [🟢/🟡/🔴]  (benchmark: >2)

UNIT ECONOMICS
  LTV:CAC:          X.Xx  [🟢/🟡/🔴]  (benchmark: >3:1)
  CAC Payback:      XX mo [🟢/🟡/🔴]  (benchmark: <18mo)
  Magic Number:     X.X   [🟢/🟡/🔴]  (benchmark: >1.5)

EFFICIENCY
  Rule of 40:       XX    [🟢/🟡/🔴]  (benchmark: ≥40)
  Burn Multiple:    X.X   [🟢/🟡/🔴]  (benchmark: <2)

OVERALL HEALTH:  🟢 Strong / 🟡 Watch / 🔴 At Risk
TOP RISKS:  [1-3 specific metrics to address]

CSV/JSON Output (for kpi-alert-system)

When feeding downstream systems, output as:

json

{
  "period": "2026-Q1",
  "mrr": 125000,
  "arr": 1500000,
  "nrr": 118,
  "grr": 87,
  "logo_churn_annual": 4.2,
  "quick_ratio": 3.1,
  "ltv_cac": 4.5,
  "cac_payback_months": 11,
  "magic_number": 1.8,
  "rule_of_40": 52,
  "burn_multiple": 0.9
}

Cohort Retention Analysis

When cohort data is available, build a retention table:

text

Cohort  Mo1   Mo2   Mo3   Mo6   Mo12
Jan-25  100%  89%   82%   74%   68%
Feb-25  100%  91%   85%   77%   —
Mar-25  100%  88%   81%   —     —

Key outputs:

Average Day-30 retention (target: >85% for SMB, >90% enterprise)
12-month retention (logo) — critical for LTV calculation
Revenue cohort retention (expansion often offsets logo churn)

Segment Benchmarks

By Stage

Stage	ARR	NRR Target	Logo Churn	Rule of 40
Pre-Seed	<$1M	>100%	<10%	N/A
Seed	$1-5M	>105%	<8%	Growth-driven
Series A	$5-20M	>110%	<5%	≥20
Series B+	$20M+	>120%	<3%	≥40

By Customer Segment

Segment	NRR Target	Logo Churn	CAC Payback
SMB	>100%	<10%/yr	<6 months
Mid-Market	>110%	<5%/yr	<12 months
Enterprise	>120%	<2%/yr	<18 months

Integration with Other Skills

→ startup-financial-model

Pass current-period actuals as seed inputs for the 3-statement model:

Use NRR to project expansion revenue
Use logo churn to model customer count trajectory
CAC payback informs S&M budget efficiency

→ kpi-alert-system

text

NRR < 100%       → CRITICAL alert (negative net expansion)
Logo churn > 7%  → WARNING alert (annualized)
Quick ratio < 2  → WARNING alert
LTV:CAC < 3      → WARNING alert
Rule of 40 < 30  → INFO alert

→ investor-memo-generator

Feed the snapshot JSON into the metrics section of investor memos. Include MoM/QoQ trends, not just point-in-time values.

Examples

Example 1: Quick Snapshot

Input: "Our MRR is $125K. We added $18K new, $12K expansion, lost $8K churn, $3K contraction. 210 customers, lost 7. Spent $45K on S&M. 75% gross margin. YoY growth 85%. Burning $80K/mo."

Output: Full snapshot with grades, flagging Rule of 40 and burn multiple.

Example 2: Investor Prep

Input: "Prepare Q1 2026 SaaS metrics for our Series A data room" Output: Formatted snapshot + cohort table + segment breakdown + narrative summary with investor framing.

Example 3: Board Deck Metrics Slide

Input: "Give me the 6 most important metrics for our board deck" Output: MRR/ARR, NRR, Logo Churn, LTV:CAC, CAC Payback, Rule of 40 — each with prior period comparison and trend indicator.

Red Flags to Surface

Always flag proactively:

NRR < 100% — losing more than you're gaining from existing customers
Quick Ratio < 1 — churn eating new growth
LTV:CAC < 2 — acquiring customers unprofitably
CAC Payback > 24 months — severe capital efficiency problem
Burn Multiple > 3 — burning too much per dollar of new ARR
Logo churn > 15%/yr — product-market fit concern

Precision. Integrity. Results. — PrecisionLedger

SaaS Metrics Dashboard

Install

SaaS Metrics Dashboard Skill

When to Use This Skill

Core Metric Definitions

Revenue Metrics

Retention Metrics

Unit Economics

Growth Efficiency

Data Inputs Required

Computation Walkthrough

Step 1: Validate Inputs

Step 2: Calculate Revenue Metrics

Step 3: Retention Metrics

Step 4: Unit Economics

Step 5: Growth Efficiency

Step 6: Score & Grade

Output Format

Snapshot Output (Markdown/Structured)

CSV/JSON Output (for kpi-alert-system)

Cohort Retention Analysis

Segment Benchmarks

By Stage

By Customer Segment

Integration with Other Skills

→ startup-financial-model

→ kpi-alert-system

→ investor-memo-generator

Examples

Example 1: Quick Snapshot

Example 2: Investor Prep

Example 3: Board Deck Metrics Slide

Red Flags to Surface

Related skills