SaaS Metrics 2.0 Dashboard

Description
This file contains an excel sheet for a hypothetical SaaS company with a traditional numeric report and a dashboard of graphs is included. Although there are multiple approaches to doing this, this template is intended to provide inspiration for your own metrics dashboard.

What’s included?
o One version of the dashboard for companies using primarily monthly contracts (focused on MRR)
o A second version designed for companies using annual contracts, focusing on ACV (Annual Contract Value)

What are the metrics?
o Bookings
o MRR (Monthly Recurring Revenue)
o Churn metrics
o Unit economics (new customers)
o Summary financial metrics
o Cash and deferred revenue
o Funnel metrics
o Sales metrics
+ Associated graphs

N.B. It is recommended that you replace the formulae and instead use the Copy & Paste function to paste in values instead of formulae. This is because the value of this spreadsheet is not in the formulae, but more in the understanding of knowing what to track.

- David Skok