SmartHelping / SaaS KPI Tracking / Excel
SaaS CFO Dashboard
Turn monthly business data into a clear view of recurring revenue, customer growth, churn, and SaaS economics. Track up to three MRR tiers, review year-to-date results, and compare actual performance with your year-end goals.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
See the dashboard in action
Follow the monthly data into the KPI dashboard.
Watch the walkthrough to see the data-entry approach, reporting-year selector, goals, and visualizations. Open the screenshots for a closer look before purchasing.
What the template includes
The SaaS metrics you need for a focused monthly review.
Enter high-level data each month and use the dashboard to review recurring revenue, customers, key ratios, and progress toward annual goals.
Keep the reporting process simple
Use a straightforward database to enter high-level monthly business data and support a consistent reporting routine.
Break recurring revenue into tiers
Track monthly recurring revenue across up to three MRR tiers so you can review the revenue mix alongside the overall business.
Follow acquisition and retention
Track customer acquisition, total active customers, and churn rate to see how the customer base changes over time.
Choose the year you want to review
Toggle the reporting year and review monthly results with year-to-date data in the standard 12-month dashboard layout.
Review growth and customer economics
Use the included Rule of 40 and LTV-to-CAC metrics to bring growth, profitability, and acquisition economics into the discussion.
Compare actuals with your targets
Enter year-end goals and see how actual performance is tracking toward the outcomes you want to achieve.
Make trends easier to discuss
Review six visualizations that help turn the monthly data into a clearer performance discussion.
Adapt the dashboard to your needs
The template is fully unlocked and editable, so you can modify the workbook to fit your reporting requirements.
The standard dashboard shows 12 months plus YTD totals and goals. Extending the last monthly column into additional periods overwrites the existing YTD totals / goals area.
A framework for the monthly review
Connect the metrics to the decisions.
Use the dashboard to identify changes worth investigating and decide where to focus the next operating conversation.
Recurring revenue
Review MRR and the three-tier revenue mix when discussing pricing, plan performance, and the direction of the recurring revenue base.
Acquisition and retention
Look at customer acquisition, active customers, and churn together to understand how new customer growth and customer losses affect the business.
Customer economics
Use LTV-to-CAC as part of a review of customer value and acquisition spending. Consider the assumptions behind the ratio when comparing periods.
Growth and profitability
Bring the Rule of 40 into discussions about revenue growth, profitability, and spending priorities, then compare actual results with the year's goals.
For a separate analysis focused on this metric, explore the SaaS Rule of 40 financial analysis template.
How to use it
Build a repeatable monthly reporting routine.
Enter the monthly business data
Populate the simple database with the high-level information needed for the dashboard, including the relevant MRR tiers and customer activity.
Select the reporting year
Use the year selector to view the period you want to analyze and review the monthly and YTD results.
Set the year-end goals
Enter the targets you want to track and compare the actual results with those goals as the year progresses.
Review the KPIs and charts
Discuss changes in revenue, customers, churn, and the advanced ratios. Use the six visualizations to communicate the results and prioritize follow-up analysis.
Who gets value from it
For teams keeping SaaS performance in view.
SaaS CFOs and finance teams
Maintain a focused monthly view of revenue, customer activity, core ratios, and annual targets.
Founders and operators
Use a consistent dashboard to discuss growth, retention, acquisition economics, and progress against goals.
Fractional CFOs and advisors
Bring client data into an editable Excel framework for recurring performance reviews.
Leadership teams
Use the charts and KPI summaries to align discussions around the same monthly results.
Also available in these bundles
Need more SaaS or performance-tracking tools?
The SaaS CFO Dashboard is included in the SaaS / Recurring Revenue, KPI Dashboards, and Super Smart collections.
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A few useful details.
How many MRR tiers can I analyze?
The template supports up to three MRR tiers.
How do I add the monthly information?
Enter high-level data into the template's simple monthly database, then use the reporting-year selector to review the dashboard for the year you want.
Can I compare actual results with goals?
Yes. Enter year-end goals and review how actual performance is tracking toward them, alongside the monthly and YTD data.
Which advanced KPIs are included?
The dashboard includes the Rule of 40 and LTV-to-CAC, alongside metrics such as MRR, customer acquisition, total active customers, and churn rate.
Can the dashboard show more than 12 months?
You can extend the monthly display by highlighting the last monthly column and dragging it across for additional periods. This overwrites the existing YTD totals / goals area, so save a copy or revise the layout if you need to retain those sections.
Can I edit the workbook?
Yes. The Excel template is fully unlocked and editable. It includes six visualizations for reviewing the results.
Is the dashboard included in a bundle?
Yes. It is included in the SaaS / Recurring Revenue, KPI Dashboards, and Super Smart bundles linked above.
Make the monthly review easier to run
Bring the SaaS metrics and annual goals into one view.
Get the editable Excel dashboard with three MRR tiers, monthly and YTD reporting, year-end goals, advanced SaaS KPIs, and six visualizations. One-time purchase for $45.
