A comprehensive SaaS metrics dashboard designed for US SaaS companies. Tracks ARR waterfall (new, expansion, contraction, churn), Net Revenue Retention, Customer Acquisition Cost, CAC payback period, LTV:CAC ratio, Rule of 40, and magic number. All figures in USD with benchmarks based on US SaaS market data. Designed to complement your GAAP P&L with the operating metrics investors and boards demand. For context on current benchmarks, see [US SaaS Metrics and Benchmarks for 2026](/blog/us-saas-metrics-benchmarks-2026).
What's included
Template preview
Step by step
Enter beginning ARR, then populate monthly new business ARR, expansion ARR (upsells and cross-sells), contraction ARR (downgrades), and churned ARR (lost customers). Ending ARR calculates automatically.
Enter total sales and marketing spend by quarter and new customer count to calculate CAC. Input gross margin percentage and average contract value to derive LTV and CAC payback.
Enter revenue by customer cohort (sign-up quarter) to calculate cohort-level retention curves. The dashboard rolls these up into a blended NRR with trend visualization.
The benchmark column pre-populates with US SaaS percentile data by company stage. Select your ARR range to see relevant benchmarks for each metric.
The summary page consolidates all metrics into a single-page view suitable for board presentations and investor updates. Export as PDF or present directly.
Watch out
Including one-time professional services revenue in ARR calculations
Calculating CAC using only direct marketing spend instead of fully loaded sales and marketing cost
Using gross revenue retention when investors are asking for net revenue retention
Not annualizing metrics properly when using quarterly or monthly data
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