SaaS Metrics Coach Skill

Overview

Production-ready SaaS metrics toolkit for calculating MRR/ARR, analyzing cohort retention, and evaluating unit economics. Designed for SaaS founders, finance teams, and growth operators who need precise subscription revenue analysis without spreadsheet gymnastics.

Quick Start

# Calculate MRR, ARR, growth rate, and churn from subscription data
python scripts/mrr_calculator.py subscriptions.csv

# Run cohort retention analysis
python scripts/cohort_analyzer.py users.csv --cohort-period monthly

# Calculate LTV, CAC, LTV:CAC ratio, and payback period
python scripts/unit_economics.py metrics.json

Tools Overview

Tool	Purpose	Input	Output
mrr_calculator.py	MRR, ARR, growth rate, churn	CSV with subscription data	Revenue metrics + trends
cohort_analyzer.py	Cohort retention analysis	CSV with user signup/activity data	Retention matrix + curves
unit_economics.py	LTV, CAC, LTV:CAC, payback	JSON with acquisition/revenue data	Unit economics dashboard

Workflows

Workflow 1: Monthly SaaS Health Check

1. Export subscription data as CSV (columns: customer_id, plan, mrr, start_date, end_date)
2. Run mrr_calculator.py to get current MRR, ARR, net new MRR, churn rate
3. Run cohort_analyzer.py on user activity data to identify retention trends
4. Run unit_economics.py to validate LTV:CAC ratio stays above 3:1
5. Review output for warning flags (churn > 5%, LTV:CAC < 3, payback > 18 months)

Workflow 2: Investor Deck Preparation

1. Run mrr_calculator.py --format json to get growth metrics for charts
2. Run cohort_analyzer.py --format json for retention curves
3. Run unit_economics.py --format json for unit economics summary
4. Use JSON output to populate investor deck data points

Workflow 3: Churn Investigation

1. Run mrr_calculator.py with --breakdown to see churn by plan tier
2. Run cohort_analyzer.py to identify which cohorts churn fastest
3. Cross-reference cohort drop-off periods with product changes
4. Identify if churn is concentrated in specific segments or time windows

Reference Documentation

Key SaaS Metrics Definitions

• MRR (Monthly Recurring Revenue): Sum of all active subscription revenue normalized to monthly
• ARR (Annual Recurring Revenue): MRR x 12
• Net New MRR: New MRR + Expansion MRR - Churned MRR - Contraction MRR
• Gross Churn Rate: Lost MRR / Beginning MRR for the period
• Net Revenue Retention (NRR): (Beginning MRR + Expansion - Churn - Contraction) / Beginning MRR
• LTV (Lifetime Value): ARPU / Monthly Churn Rate (simplified) or ARPU x Gross Margin / Churn
• CAC (Customer Acquisition Cost): Total Sales & Marketing Spend / New Customers Acquired
• LTV:CAC Ratio: Target 3:1 or higher for healthy SaaS
• CAC Payback Period: CAC / (ARPU x Gross Margin) in months

See references/saas-metrics-guide.md for comprehensive framework details.

Common Patterns

Pattern: Subscription CSV Format

customer_id,plan,mrr,start_date,end_date,status
C001,pro,99.00,2025-01-15,,active
C002,basic,29.00,2025-02-01,2025-08-15,churned
C003,enterprise,499.00,2025-03-10,,active

Pattern: User Activity CSV Format

user_id,signup_date,last_active_date,activity_month
U001,2025-01-05,2025-06-15,2025-06
U002,2025-01-12,2025-03-20,2025-03

Pattern: Unit Economics JSON Format

{
  "period": "2025-Q4",
  "total_customers": 1200,
  "new_customers": 150,
  "churned_customers": 45,
  "total_mrr": 89500.00,
  "arpu": 74.58,
  "gross_margin": 0.82,
  "sales_marketing_spend": 45000.00,
  "monthly_churn_rate": 0.0375
}

Healthy SaaS Benchmarks

Metric	Concerning	Acceptable	Strong
Monthly Churn	> 5%	2-5%	< 2%
Net Revenue Retention	< 90%	90-110%	> 120%
LTV:CAC	< 1:1	1:1-3:1	> 3:1
CAC Payback	> 24 mo	12-18 mo	< 12 mo
Gross Margin	< 60%	60-75%	> 75%