SaaS Metrics and Analytics Dashboard

Formula Errors Begone

Respond quickly and confidently to board inquiries, investors, and your executive team in a few clicks.

Access hundreds of predefined, proven metrics on-demand.

SaaS Metrics that Investors Love

  • Respond quickly to investor due diligence requests
  • Create new reports and dashboards in seconds
  • Trust your analytical data is accurate

Over 1,400 unique investors have invested in SaaSOptics customers. They love to hear that you use SaaSOptics. Why? Because they trust that the metrics and reporting are accurate and can meet your needs as your business scales from startup to exit.

Overview Video

1 Minute of Executive Summary, 1 Minute of Process, and 5 Minutes of Screens.

What Customers Say:

Metrics and Analytics: Both Simple and Sophisticated

When you start off as a B2B SaaS company, you don't need a significant amount of sophisticated analytics.

However, your needs change as you move from A to B, C, and D rounds, etc. And, investors want to see more insight.

SaaSOptics analytics are simple enough to use under $1M in ARR and are also used by companies over $500M.

saas metrics dashboard

What Customers Say:


 Metrics and Analytics: Subscription Momentum Report

The Subscription Momentum report shows how your business is performing and calculates 100+ metrics.

As one example, the top panel shows revenue categorized by opening and closing for each period.

It also allows you to expand and drill down further into new, expanded, lost, and contracted ARR/MRR, all the way to customer details.

saas metrics dashboard

What Customers Say:

Subscription Momentum™ is the Pulse of Your Company

  • Forget building this report in a spreadsheet
  • See New, Expanded, Lost, and Contracted ARR/MRR by customer
  • Compare year over year summaries and drill into details

When someone asks you, "Where does that summary of expanded revenue come from?" You just click on the number to drill down into the customers and ARR/MRR detail. The information you need, when you need it.

In-Depth Demo Video

This video covers how you can process sales orders from

It also shows how we automatically create customer, contract, revenue recognition, and invoices.

What Customers Say:

Know Where Churn and Retention are Trending

  • Stop copy and pasting critical data
  • Always know ratios for CAC, LTV, and renewals
  • See period over period counts and averages

Every day, over 800 SaaSOptics customers see their customer counts, ARR, MRR, Net Effective Retention, Averages Over Time, and more. They absolutely know where their business is headed.

Metrics and Analytics: Churn and Customer Lifetime Value

You can configure dashboards, like the one below, to include churn and CLV reports. 

The second row shows CLV/CAC Ratio in a chart, then a summary of monthly changes to the customer base.

The third row shows which products are growing and shrinking, then the CLV/CAC numbers.

saas metrics dashboard

What Customers Say:

Metrics and Analytics: Cohort Report

Multidimensional groups can include by product, geography, channel, and more—100+ cohorts and dimensions are available. Below, there is a break down of revenue by industry.

In addition to revenue, these can also show count, variances, percentages for churn or retention, etc.

saas metrics dashboard

What Customers Say:

Advanced Cohort Analysis

  • Easily group ARR/MRR, customer counts, churn and retention data to uncover positive and negative trends
  • Advanced cohort analysis provides multidimensional capabilities
  • Analyze cohorts by a variety of attributes such as: time, sales rep, implementation consultant, product line, geography, etc.

Cohorts represent a group or segment of customers, and these can be used to analyze your customer base a number of ways.

You can slice and dice the data by starting month, duration, period, or revenue type. Additionally, you can can color code by threshold and drop reports into role-based dashboards, or export them into a spreadsheet.

Data Driven Projections

  • Complex renewal modeling made easy
  • Forecast revenue and cash flow with real data
  • See projections by product, channel, and more

With projections, SaaSOptics lets you generate a separate, "virtual" set of revenue transactions that don't impact production data. Now, you can truly model future scenarios.

Metrics and Analytics: Projections

To make forecasts or projections for the future, you need to incorporate current contracts, renewals, and new contracts.

The example below illustrates this. You can see details for each customer, including the projected cash from each, over the periods you want.

They can also be rolled up into summaries, saved as snapshots, and exported to CSV (just like every report).

saas metrics dashboard 

What Customers Say:

Can your spreadsheet do that?

Find Out How We Can Impact
Your Next Valuation.

Overview Video

1 Minute of Executive Summary, 1 Minute of Process Overview, and 5 Minutes of Screens.

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CEO Guide to SaaS Metrics

Learn how to get

get funded and stay funded.

Learn about:

  • The most critical financial metrics to capture
  • How investors see you
  • Data-driven financial decisions