Maya Chen

Daniel Park, CFA

MRR, NRR, CAC payback, burn multiple, rule of 40 — every metric your board expects, in one sheet the AI keeps current.

# What Is a SaaS Metrics Dashboard?

A SaaS metrics dashboard is a single sheet that tracks the numbers a software company runs on: **MRR, ARR, net retention, gross margin, CAC payback, burn multiple, and rule of 40**. Done right, it answers three questions in one screen: _Are we growing? Are we keeping customers? Are we using capital well?_

This template starts you with the structure every B-round and C-round investor expects. The AI fills in formulas, asks you for the inputs it can't see, and keeps the dashboard up to date as you plug in new months.

## Why a Sheet (Not a BI Tool)

BI tools are great for dashboards your team consumes weekly. They're bad for the boardroom artifact you ship monthly with commentary. A sheet:

- Versions cleanly — every monthly snapshot is a saved file
- Travels — you can email it, paste into a deck, share read-only
- Is auditable — every formula is visible to the reader

## What's Inside

- **An Operating Manual** that teaches the AI your model, your billing terms, and what counts as "new" vs "expansion"
- **A Setup Guide** with the four numbers you'll need on hand
- **A pre-formatted Sheet** with monthly columns for the last 12 months and rows for every standard metric, labeled and grouped

## The Metric Stack

| Group | Metrics |
|---|---|
| **Revenue** | MRR, ARR, New, Expansion, Contraction, Churn |
| **Customers** | New logos, Churn logos, Logo retention, Net revenue retention |
| **Unit Economics** | ACV, CAC, CAC payback (months), Gross margin |
| **Efficiency** | Burn, Burn multiple, Magic number, Rule of 40 |
| **Cash** | Cash on hand, Net burn, Runway (months) |

## How To Use It

1. **Fork the template.** A new Space gets created with a starter Sheet.
2. **Plug in the last three months.** The AI will infer the rest of your model from the shape.
3. **Ask the AI to grade you.** "Where are we strong? Where are we weak? What would a Series B investor flag?"
4. **Update monthly.** Add the new month's column; the AI keeps growth rates, retention, and ratios current.


SaaS Metrics Dashboard

Alex S.

Replaced a four-tab spreadsheet I'd been hand-editing for two years. The AI catches my arithmetic mistakes and writes the commentary that goes to the board.

Liam W.

Best lightweight metrics template I've seen. Doesn't try to be a BI tool. Just gets the basics right.

Sheet Templates

SaaS Metrics Dashboard