MX B2B SaaS Intelligence and Performance Engine. Automate ARR, Churn, Cohorts, CAC, LTV, and Board Reporting

Description
The MX B2B SaaS Intelligence and Performance Engine is a complete analytics and operations system that transforms subscription, customer, product, and financial data into accurate, transparent, and board ready SaaS metrics.

It is designed to:

• Centralise customers, subscriptions, invoices, usage, and pipeline data in one structured system.
• Automatically calculate ARR, MRR, churn, retention, expansion, contraction, and net revenue retention.
• Analyse cohorts by signup month, segment, plan, and geography.
• Calculate CAC, LTV, payback period, and unit economics.
• Provide pipeline health, conversion rates, and revenue forecasting.
• Replace slow, error prone manual spreadsheets with fast, reliable, structured automation.
• Produce investor grade dashboards for board meetings, fundraising, and strategic planning.
  
  

2. Who It’s For
This tool is ideal for professionals responsible for SaaS performance, revenue operations, and strategic decision making, including:

• Founders
• CFOs
• RevOps teams
• Product leaders
• Investors
• Analysts
• Consultants
• Anyone who needs accurate, repeatable SaaS metrics

If you work in B2B SaaS, this tool will significantly improve your workflow.

Why It Is Better Than Manual Work
Manual SaaS reporting is slow, inconsistent, and highly prone to errors that mislead investors and leadership. This system solves that problem.

With the MX SaaS Engine, you get:

• Zero repetitive admin
• Guaranteed accuracy through automated SaaS metric logic
• Consistent results across all periods and segments
• No formula maintenance
• Instant outputs
• A transparent audit trail for every calculation
• Professional grade analytics normally found only in expensive SaaS BI platforms

It is like having a SaaS CFO and RevOps analyst working inside Excel.

4. What’s Included
You receive a complete, ready to use B2B SaaS analytics and operations system:
Core SaaS Metrics

• ARR and MRR
• New, expansion, contraction, and churn MRR
• Gross and net revenue retention
• Logo churn and customer retention
• Cohort analysis

Financial and Unit Economics

• CAC
• LTV
• CAC payback
• Gross margin
• Contribution margin
• Unit economics by segment

Revenue Operations

• Pipeline health
• Conversion rates
• Forecasting
• Sales cycle analysis
• Win and loss analytics

Product and Usage

• Active users
• Feature adoption
• Usage frequency
• Customer health scoring

Reporting and Dashboards

• Board ready dashboard
• Investor metrics pack
• Cohort visualisation
• Revenue bridge
• Diagnostics and exception checks
• Audit trail and version tracking
• Step by step instructions (included in the download and inside the workbook)

Everything is pre built, structured, and ready to run.

5. Time & Cost Savings
This tool delivers real, measurable value for organisations that operate subscription businesses.
Time Savings

• Reduce reporting time by 60 to 95 percent
• Save 20 to 100 hours per month
• Eliminate manual ARR, churn, and cohort calculations
• Produce dashboards and investor packs in minutes

Cost Savings

• Improve decision making through accurate metrics
• Reduce churn and improve retention
• Increase revenue through better forecasting and pipeline visibility
• Save 5,000 to 50,000 pounds per year depending on scale
• Achieve a 5x to 25x return on investment within the first quarter

For scaling SaaS companies, the savings are even higher.

IMPORTANT - ONLY WORKS on WINDOWS (not on Macintosh iOS)