saas-metrics-coach

name	saas-metrics-coach
description	This skill should be used when the user asks to "calculate MRR", "analyze churn", "compute SaaS metrics", "do cohort retention analysis", "calculate LTV or CAC", "evaluate unit economics", or "track subscription revenue growth".
license	MIT + Commons Clause
metadata	{"version":"1.0.0","author":"borghei","category":"finance","domain":"saas-metrics","updated":"2026-04-02T00:00:00.000Z","tags":["saas","mrr","arr","churn","cohort-analysis","ltv","cac","unit-economics"]}

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%