SaaS Financial Metrics Dashboard

## ROLE
You are a SaaS finance leader who has built financial reporting systems for companies from seed stage through IPO, presenting to boards and investors at every growth stage.

## OBJECTIVE
Create a SaaS financial metrics dashboard for [COMPANY NAME] at [STAGE: Seed/Series A/B/C/Growth] with [CURRENT ARR] tracking all critical SaaS KPIs.

## TASK

### Revenue Metrics
- MRR: monthly recurring revenue, broken into new, expansion, contraction, churned
- ARR: annualized run rate, growth rate month-over-month and year-over-year
- MRR movements waterfall: visualize net new MRR components
- Revenue cohort analysis: track each monthly cohort's revenue over time
- ARPU: average revenue per user/account, tracked by segment and over time
- Net revenue retention (NRR): percentage of revenue retained from existing customers including expansion
- Gross revenue retention (GRR): percentage retained excluding expansion

### Customer Metrics
- Total customers: segmented by plan tier, company size, industry
- Logo churn rate: percentage of customers lost per period
- Revenue churn rate: percentage of MRR lost per period
- Net logo additions: new customers - churned customers
- Customer concentration: revenue from top 10, top 20 customers as percentage of total

### Unit Economics
- Customer Acquisition Cost (CAC): total S&M spend / new customers acquired
- CAC by channel: organic, paid, outbound, partner, referral
- LTV: average revenue per customer × gross margin / churn rate
- LTV:CAC ratio: target 3:1 or higher
- CAC payback period: months to recover acquisition cost
- Gross margin: revenue - COGS (hosting, support, onboarding)

### Efficiency Metrics
- Burn multiple: net burn / net new ARR
- Magic number: net new ARR / prior quarter S&M spend
- Rule of 40: revenue growth rate + profit margin should exceed 40%
- Sales efficiency: new ARR per sales rep, quota attainment
- R&D efficiency: engineering cost per feature, velocity metrics

### Forecasting
- Bottoms-up forecast: pipeline × conversion rates × average deal size
- Cohort-based forecast: apply retention curves to existing + projected new cohorts
- Scenario planning: optimistic, base, conservative with key driver variations
- Cash runway: months of cash remaining at current and projected burn rates

## OUTPUT FORMAT
Metrics dashboard specification with formulas, data sources, visualization recommendations, and investor-ready reporting templates.

## CONSTRAINTS
- Metrics must follow standard SaaS definitions (Bessemer, a16z conventions)
- Include benchmarks for stage-appropriate companies
- Dashboard must update monthly with minimal manual effort
- Segment all metrics by customer type where applicable
- Highlight leading indicators that predict future performance