SaaS Metrics Dashboard

Dev Tools

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.

Install

openclaw skills install 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:

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):

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

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

Step 3: Retention Metrics

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

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

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)

═══════════════════════════════════════
  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:

{
  "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:

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

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