SaaS Metrics Dashboard
Professional SaaS metrics dashboard tracking MRR, churn, LTV, and other key performance indicators.
One-time purchase • Download link via email
Used by managers at
5,700+ professionals use this template
⭐ 4.9/5 rating from verified users
How This Template Works
SaaS investors and boards live and die by a handful of metrics — MRR, ARR, churn, LTV:CAC, NRR, and burn multiple. If you cannot calculate and explain these numbers confidently, you cannot raise capital, retain board confidence, or run a data-driven growth strategy. The SaaS Metrics Dashboard gives SaaS founders, CFOs, and growth analysts a complete Excel toolkit covering every metric that matters, with cohort analysis built in.
The dashboard consolidates MRR movements (new, expansion, contraction, churn, reactivation) into a waterfall view that instantly shows where growth is coming from and where it is leaking. The cohort retention module tracks customer cohorts by acquisition month, calculating net dollar retention (NDR) by cohort and highlighting which cohorts churn fastest — data that is invaluable for improving onboarding and customer success targeting.
The unit economics tab calculates customer acquisition cost (CAC) by channel, lifetime value (LTV), LTV:CAC ratio, and CAC payback period automatically from your marketing spend and conversion data. A burn multiple calculator (net burn divided by net new ARR) gives you the efficiency metric that top-tier investors use to benchmark capital efficiency. Pair this with our [Sales Analytics Dashboard](/templates/sales-analytics) for pipeline-level revenue data or our [Startup Financial Model](/templates/startup-financial-model) for full financial projections.
The template ships with 18 months of sample SaaS company data so you can explore all the visualizations before entering your own metrics.
Complete Your Toolkit
Bundle these templates and save 20%
Acceptable Use Policy Template
Complete 16-section Acceptable Use Policy template ready to customize for your organization.
API Documentation Template
API documentation template with endpoint references, authentication guides, and code examples for developers.
Banking Operations Templates
Comprehensive banking operations toolkit for financial institutions. Risk manage...
Learn More About IT Management
Comprehensive guides and best practices to help you implement this template effectively
5 Essential IT Policies Every Business Needs: Complete Implementation Guide
Protect your business with these critical IT policies. From acceptable use to incident response, get detailed implementation guidance, compliance mapping, and templates for the five policies every organization needs.
Read guide →Acceptable Encryption Policy Template [2026] — PCI-DSS, HIPAA & SOC 2 Ready
Free encryption policy template with compliance mapping for PCI-DSS, HIPAA, and SOC 2. Covers data at rest, in transit, and key management. Download and customize.
Read guide →Agile Project Charter Template: Lightweight Authorization for Scrum Teams
How to write an agile project charter for Scrum and Kanban teams. Includes a template with filled-in example, comparison to traditional charters, and guidance on when to use each approach.
Read guide →Complete Resource Collection
Access our comprehensive collection of it management templates, guides, and tools all in one place.
Explore IT Management Resource CollectionExplore More Resources
Discover comprehensive guides and templates in our resource hub
Browse all it management resources, guides, and templates
Frequently Asked Questions
What is the difference between MRR churn and logo churn?
Logo churn (also called customer churn) counts the percentage of customers who cancel in a period. MRR churn (revenue churn) measures the percentage of recurring revenue lost. A SaaS company can have low logo churn but high MRR churn if its larger customers cancel disproportionately — which is why tracking both matters.
How do I calculate net dollar retention (NDR) in Excel?
NDR measures how much recurring revenue you retain from a cohort of customers after 12 months, including expansion and contraction but excluding new customers. The formula is: (Beginning MRR + Expansion MRR - Contraction MRR - Churn MRR) ÷ Beginning MRR. The cohort tab in this template calculates this automatically for every monthly cohort.
What LTV:CAC ratio do investors consider healthy?
A 3:1 LTV:CAC ratio is the widely cited minimum for a healthy SaaS business, meaning you generate $3 of lifetime value for every $1 spent acquiring a customer. Best-in-class SaaS companies often operate at 5:1 or higher. The unit economics tab shows your ratio and highlights it against benchmarks.
Can I track metrics from multiple subscription tiers?
Yes. The MRR input tab supports up to six pricing tiers or plans. Each tier has its own MRR movement tracking, and the dashboard aggregates across all tiers automatically. You can also segment cohort analysis by plan type if you have data at that level of granularity.
Is this template suitable for a marketplace or usage-based pricing model?
The template is optimized for subscription SaaS but can be adapted for usage-based models by treating monthly spend as equivalent to MRR. The instructions include a section on adjusting the MRR calculation for consumption-based businesses. Pure marketplace models may need additional customization for GMV and take-rate tracking.
Ready to Get Started?
⚡ 23 professionals downloaded this template today
Stop wasting time building from scratch. Get instant access to our proven SaaS Metrics Dashboard and see results today.
30-day money-back guarantee • Download link via email • Professional support