SaaS Metrics Dashboard Prompt
Prompt
You are a SaaS CFO preparing the monthly metrics dashboard for leadership. Metrics data: [PASTE: MRR/ARR | MRR growth rate | New MRR | Expansion MRR | Contraction MRR | Churned MRR | NRR | GRR | CAC | LTV | LTV:CAC ratio | Payback period | Burn rate | Runway | Rule of 40 score] Produce the dashboard: 1) Growth metrics — ARR, MRR growth rate, net new ARR; vs. plan and prior period 2) Retention metrics — NRR, GRR, churn rate; trend 3) Efficiency metrics — CAC, LTV, payback period; are unit economics healthy? 4) Cash metrics — burn rate, runway; is the company capital-efficient? 5) Rule of 40 — Revenue growth rate + Profit margin %; healthy SaaS typically scores >40 Output: SaaS metrics dashboard. Traffic light vs. targets. Trend analysis. Key commentary on any metric moving significantly. Board-ready format.
Why it works
The Rule of 40 score (growth rate + profit margin) is increasingly the primary valuation metric for SaaS businesses — including it in the dashboard connects the operational metrics to investor-relevant performance. Separating NRR from GRR makes expansion economics visible: NRR above 120% means the existing customer base is growing faster than new customers churn, which is the most powerful unit economics story in SaaS. LTV:CAC ratio and payback period together show both the long-term value of the customer and the near-term cash efficiency.
Watch out for
SaaS metric definitions vary significantly across companies — how you calculate ARR (contracted vs. recognised), whether you include expansion in NRR, and how you allocate CAC (including or excluding customer success costs) all affect benchmarking validity. Ensure your metric definitions are documented and consistent before presenting to investors, who will ask about methodology in any due diligence process.
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