SaaS Finance Metrics Reference

What it is

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.

What it 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

Use it 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