SaaS Finance Metrics Reference vs Vendor Evaluation

SaaS Finance Metrics Reference

By Dean Peters (PM)

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

Vendor Evaluation

By Mohit Agarwal (PM Skills)

Compare suppliers with weighted scorecards and get a recommendation on who to buy from.

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

Vendor Evaluation

• Creates a weighted scorecard with criteria like functional fit, pricing, implementation difficulty, and vendor stability
• Generates specific questions to ask each vendor about their product, pricing, support, and security
• Scores each vendor against your criteria and calculates a total weighted score
• Delivers a recommendation with the winner, runner-up, key risks, and contract terms to negotiate
• Includes reference check questions to ask existing customers of each vendor

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 Vendor Evaluation when…

• You're comparing software tools or service providers and need a systematic way to decide
• You're running an RFP process and need to score multiple vendors fairly
• You need to justify a vendor choice to your team or leadership with data
• You're evaluating suppliers and want to avoid missing important criteria or risks