How to use SaaS Finance Metrics Reference in your AI agent

What you'll get

A cheat sheet for SaaS finance metrics that non-finance folks can actually use. Whether you're a PM prepping for a board meeting, a founder checking unit economics, or a marketer evaluating channel performance, this gives you instant access to formulas, benchmarks, and red flags. No deep explanations—just the essentials you need to sound smart and make data-informed decisions quickly.

Step 1 — Get the skill source URL

The SaaS Finance Metrics Reference skill lives at:

Step 2 — Add it to your AI agent

Copy one of these prompts and paste it into your AI tool. The agent will fetch and install the skill for you.

Add the agent skill from https://github.com/deanpeters/Product-Manager-Skills/tree/main/skills/finance-metrics-quickref to my project.

Install this agent skill: https://github.com/deanpeters/Product-Manager-Skills/tree/main/skills/finance-metrics-quickref

Add this skill to .codex/skills/: https://github.com/deanpeters/Product-Manager-Skills/tree/main/skills/finance-metrics-quickref

Add the skill at https://github.com/deanpeters/Product-Manager-Skills/tree/main/skills/finance-metrics-quickref to my .gemini/skills/ directory.

Install this agent skill from https://github.com/deanpeters/Product-Manager-Skills/tree/main/skills/finance-metrics-quickref

Add this skill: https://github.com/deanpeters/Product-Manager-Skills/tree/main/skills/finance-metrics-quickref

Step 3 — Try these prompts

Once the skill is installed, ask your AI things like:

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

What this skill does

• 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