SaaS Revenue & Growth Metrics vs Vendor Evaluation

The short version

By Dean Peters (PM)

Track your SaaS business health with MRR, churn, retention, and expansion metrics.

By Mohit Agarwal (PM Skills)

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

Calculates core SaaS metrics including MRR, ARR, ARPU, ARPA, and ACV
Measures customer retention through churn rate and net revenue retention (NRR)
Tracks expansion revenue from upsells, cross-sells, and usage growth
Provides cohort analysis to show whether recent customers perform better than older ones
Explains what each metric means and what benchmarks to aim for

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

You're preparing a board deck and need to calculate and explain your key SaaS metrics
You need to understand if your churn rate or retention numbers are healthy
You're evaluating whether your pricing or packaging changes are working
You want to diagnose growth problems or identify where revenue is coming from

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