SaaS Finance Metrics Reference vs McKinsey-Style Consultant

SaaS Finance Metrics Reference

By Dean Peters (PM)

Fast lookup guide for 32+ SaaS metrics, formulas, and benchmarks—no finance degree needed.

McKinsey-Style Consultant

By Fleury (McKinsey-style Skills)

Generate executive consulting decks with pyramid principle, issue trees, and McKinsey layouts.

SaaS Finance Metrics Reference

• Provides formulas and benchmarks for 32+ SaaS metrics including revenue, churn, LTV, CAC, NRR, and Rule of 40
• Flags red flags for each metric so you know when numbers signal trouble
• Organizes metrics into four categories: revenue & growth, unit economics, capital efficiency, and efficiency ratios
• Offers quick decision frameworks for common scenarios like 'Should we build this feature?' or 'Is this customer segment healthy?'
• Compares metrics across channels and customer segments so you can allocate resources wisely

McKinsey-Style Consultant

• Breaks down business problems using issue trees and the pyramid principle
• Designs McKinsey-style slide layouts with proper hierarchy and data visualization
• Searches for supporting data and organizes it into Excel sheets with source URLs
• Generates PowerPoint decks page by page with clean charts and executive summaries
• Manages complex multi-page projects across sessions with dependency tracking

Reach for SaaS Finance Metrics Reference when…

• You're preparing for a board meeting or investor call and need to refresh your metrics vocabulary
• You're in a business review and someone asks 'What's our CAC payback?' or 'What's a good NRR?'
• You need to evaluate whether a product decision will improve unit economics
• You're comparing marketing channels or customer segments and want to know which metrics matter most

Reach for McKinsey-Style Consultant when…

• You need to present a strategic analysis to executives or investors
• You're exploring a market opportunity and want a structured research deck
• You want a consulting-quality presentation without hiring a firm
• You have a business problem and need a clear, data-backed recommendation