SaaS Metrics Dashboard
MRR, net revenue retention, churn, CAC payback, Rule of 40, and magic number in one board-ready view.
Example scenario—not a forecast or verified benchmark. Enable JavaScript to edit inputs, view charts, save locally and export your analysis.
Example inputs
- MRR at start of month
- 250,000
- New MRR (new customers)
- 9,000
- Expansion MRR (upsell, seats)
- 4,500
- Contraction MRR (downgrades)
- 1,500
- Churned MRR (cancellations)
- 3,500
- Customers at start of month
- 400
- New customers this month
- 15
- Gross margin
- 75
- Sales & marketing spend this month
- 90,000
- Sales & marketing spend, prior quarter
- 260,000
- Revenue growth, year over year
- 35
- EBITDA (or free cash flow) margin
- -10
- Target net revenue retention
- 105
- Target CAC payback
- 18
Example results
$3.1M ARR with 98% NRR, 13.3-month CAC payback, and a Rule of 40 score of 25: retention is the constraint to fix first.
- ARR (end of month)
- $3,102,000
- Net revenue retention (annualized)
- 97.6%
- Gross revenue retention (annualized)
- 78.5%
- Monthly logo-revenue churn
- 1.4%
- CAC payback
- 13.3 mo
- Rule of 40 score
- 25
- Magic number
- 1.18x
- SaaS quick ratio
- 2.7x
- ARPA (monthly)
- $625
What stands out
NRR 97.6% vs. 105% target
Every month you lose $5,000 of MRR against $4,500 of expansion. Annualized, 21.5% of starting ARR walks out the door.
CAC payback 13.3 months (CAC $6,000)
New customers start at $600 MRR at 75% gross margin. Within target, so you can lean into acquisition.
Rule of 40: 25 (35% growth + -10% margin)
You are 15 points short. Either growth or margin has to improve before the next raise or sale process.
Magic number 1.18
Each $1 of S&M returns enough new ARR to justify spending more.
Next actions
- Cut churn first: pull the last 90 days of cancellations by reason and segment; recovering half of $3,500/mo churn adds $21,000 of ARR.
- Build an expansion motion (usage tiers, seat-based pricing, a customer success upsell playbook) so expansion outpaces contraction.
- Report MRR bridge, NRR, GRR, CAC payback, and Rule of 40 monthly in one board view.
Model assumptions & limitations
- NRR and GRR are this month's rates compounded over 12 months; a trailing-12-month cohort calculation is more accurate when available.
- CAC payback = (S&M spend / new customers) / (new MRR per new customer x gross margin). All S&M is attributed to new logos.
- Magic number = this month's net new ARR x 3 (as a quarterly proxy) / prior-quarter S&M spend.
- Thresholds (Rule of 40 at 40, magic number around 0.75, quick ratio around 4) are widely used rules of thumb, not guarantees; investors weight them differently by stage.