SAAS I Customer Revenue Dashboard Template

In most industries, the majority of revenue is collected at the time of purchase. In the SaaS industry, revenue is evenly distributed over a period of time. This revenue or MRR is the revenue that a company expects to earn each month on a recurring basis. MRR can be further broken down to New, Expansion, Churn, and Downgrade MRR to analyze financial growth and productivity in more detail.

Net MRR = New MRR + Expansion MRR – Churned MRR

Key terms:

• Monthly recurring revenue (MRR) – Revenue that a company expects to earn every month.
• The average revenue per user (ARPU) – Revenue generated per user.
• Customer acquisition cost (CAC) – The average cost borne by the company to acquire a customer.
• Customer lifetime value (CLTV) – The total value that a customer brings to the company over their entire time as a customer.
• Churn – The % of customers who leave the company (typically calculated for a month).

• Monitor the three most critical aspects of the business - Recurring Revenue, Consumers, and Operational Costs with key KPIs at glance views. Through these KPIs Decisions related to customer-driven initiatives, marketing trends, smart investments, etc can be taken on a deeper and more practical level.
• MRR is one of the most important metrics for financial growth. The view on the top gives the MRR changes from month to month thus providing a rough idea of how the company is growing over time. Not only that, short-term and long-term growth plans can be devised basis projections and forecasts from the existing data.
• CAC and CLTV provide useful insights into the company’s customer base. Together they provide a return on investment details from an acquired customer. Through the CAC/CLTV ratio, understand how profitable/unprofitable you are across your customer base. As a company matures, this ratio can be a benchmark while planning strategic/operational initiatives.
• Analyze your customer base month on month to spot changes at the top of the funnel that might affect MRR.

Conclusion

SaaS companies are heavily dependent on future revenue. It is therefore important to keep track of key metrics as income is spread evenly across a large period of time. To do so, customers need to be analyzed at every step of their journey in the business be it onboarding or churn.

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