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SaaS Metrics Dashboard Excel Template

Track critical SaaS KPIs with comprehensive MRR, ARR, churn, CAC, and LTV analysis for data-driven subscription business growth and optimization.


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Master SaaS Metrics for Explosive Growth

SaaS businesses require unique metrics to track recurring revenue, customer acquisition, and retention. Our SaaS Metrics Dashboard provides comprehensive tools to monitor all critical KPIs including MRR, ARR, churn rates, CAC, LTV, and unit economics for data-driven growth decisions.

From subscription analytics to cohort analysis, track every aspect of your SaaS business performance. Built for founders, growth teams, and investors, this template helps you optimize customer acquisition, reduce churn, and maximize lifetime value.

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Comprehensive SaaS Revenue Analytics

Monthly Recurring Revenue (MRR)

Track MRR growth with detailed analysis of new MRR, expansion MRR, contraction MRR, and churn MRR. Monitor MRR trends and identify the key drivers of recurring revenue growth.

Annual Recurring Revenue (ARR)

Calculate ARR from MRR data and track annual growth rates. Analyze ARR by customer segments, pricing tiers, and product lines to understand revenue composition.

Revenue Cohort Analysis

Perform cohort analysis to understand how different customer groups contribute to revenue over time. Track cohort retention rates and revenue expansion patterns.

Pricing Tier Performance

Analyze performance across different pricing tiers and subscription plans. Track conversion rates between tiers and identify opportunities for revenue optimization.

Customer Acquisition & Retention Analytics

Customer Acquisition Cost (CAC)

Calculate CAC by marketing channel, customer segment, and time period. Track CAC trends and optimize marketing spend allocation for maximum efficiency.

Customer Lifetime Value (LTV)

Calculate LTV using multiple methodologies including historical, predictive, and cohort-based approaches. Monitor LTV:CAC ratios and payback periods.

Churn Rate Analysis

Track customer churn, revenue churn, and logo churn with detailed analysis by customer segments. Identify churn patterns and implement retention strategies.

Net Revenue Retention (NRR)

Calculate NRR to measure revenue growth from existing customers through upsells, cross-sells, and renewals. Track expansion revenue opportunities.

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Frequently Asked Questions

What's the difference between MRR and ARR?

MRR (Monthly Recurring Revenue) measures monthly subscription revenue, while ARR (Annual Recurring Revenue) typically equals MRR × 12. The template tracks both metrics and shows their relationship over time.

How do I calculate customer churn rate?

The template calculates churn rate as customers lost during a period divided by customers at the beginning of the period. It includes both customer churn (logo churn) and revenue churn calculations.

What's a good LTV:CAC ratio?

The template provides benchmarks showing that a 3:1 LTV:CAC ratio is generally considered healthy, with 5:1 being excellent. It includes industry comparisons and trend analysis.

Can it handle freemium models?

Yes, the template includes freemium-specific metrics like free-to-paid conversion rates, freemium CAC, and time-to-conversion analysis. It tracks the entire freemium funnel.

Does it include cohort analysis?

The template includes comprehensive cohort analysis showing customer retention, revenue retention, and expansion patterns over time. It helps understand long-term customer value and behavior.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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