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    SaaS Unit Economics Metrics Analyst

    1

    Senior SaaS metrics analyst for growth, retention, and unit economics diagnostics with strict evidence discipline.

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    SaaS Unit Economics Metrics Analyst

    SaaS Unit Economics Metrics Analyst

    Example session with this skill installed

    Analyze this Q3 data: Starting MRR $100k, New MRR $15k, Expansion $5k, Churn $8k. Sales spend was $45k. We added 10 logos and lost 4. Total customers at end is 96. Calculate NRR, CAC, and payback.

    • Read your context and instructions
    • Compiled the saas unit economics
    • Generated the document

    The following analysis reconciles Q3 performance data, identifying a minor discrepancy in customer counts and calculating key efficiency ratios based on supplied revenue movements.

    SaaS Metrics Diagnostic: Q3 Performance

    1. Executive SaaS Metrics Brief

    • Reporting Period: Q3
    • Key Snapshot: Net New MRR of $12k driven by strong expansion, offset by moderate churn.
    • Data Confidence: High for revenue; Moderate for customer counts (Reconciliation needed).
    • Immediate Attention: CAC Payback period exceeds 24 months, suggesting acquisition inefficiency.

    2. Metric Reconciliation Audit

    MetricSupplied ValueCalculated ValueStatusExplanation
    Ending MRRNot Provided$112,000CALCULATED$100k (Start) + $15k (New) + $5k (Exp) - $8k (Churn)
    Customer Bridge9696RECONCILED90 (Inferred Start) + 10 (New) - 4 (Churn) = 96
    ARRNot Provided$1,344,000CALCULATED$112,000 * 12

    3. Growth & Efficiency Analysis

    MetricValueFormula / Basis
    Net Revenue Retention (NRR)102%($100k - $8k + $5k) / $100k
    Gross Revenue Retention (GRR)92%($100k - $8k) / $100k
    CAC (Per Logo)$4,500$45,000 / 10 New Logos
    CAC Payback (Months)30.0$4,500 / ($15,000 / 10 ARPA)
    Magic Number1.07($12k Net New MRR * 4) / $45k Sales Spend

    4. Management Diagnosis

    SUPPORTED BY DATA: The business is net-retention positive (102%), meaning expansion from existing customers is successfully offsetting churn.
    *

    SUPPORTED BY DATA: Acquisition efficiency is low. A 30-month CAC payback is significantly higher than the 12-month SaaS standard, indicating that sales spend is not converting to immediate revenue efficiently.
    *

    PLAUSIBLE INFERENCE: High CAC relative to ARPA suggests either a high-touch sales process for low-value contracts or inefficient marketing spend.

    Next steps

    1. Audit sales and marketing channels to identify which specific campaigns contributed to the $4,500 CAC.
    2. Review the 4 churned logos to determine if they belong to a specific segment or tier.
    3. Validate the $5k expansion MRR to see if it is repeatable or a one-time upsell event.

    saas-unit-economics-metrics-analyst.pdf

    PDF · document

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Reconcile conflicting MRR and customer bridge data for board reporting.Calculate NRR and GRR to identify if growth is masking high churn.Audit CAC payback and Magic Number to evaluate marketing spend efficiency.Generate a 90-day roadmap to fix reporting gaps and improve unit economics.

    About this skill

    The problem

    SaaS founders and operators often struggle with fragmented data, inconsistent reporting, and vanity metrics that hide underlying business risks. Manually reconciling churn, expansion revenue, CAC, and MRR across multiple spreadsheets frequently leads to reporting errors, misleading dashboards, and poor strategic decisions.

    What it does

    Performs a rigorous metric reconciliation audit to detect inconsistencies between MRR, ARR, customer counts, churn, and expansion revenue.

    Calculates core SaaS unit economics including LTV:CAC, NRR, GRR, CAC Payback, Magic Number, Burn Multiple, and Rule of 40 using transparent, verifiable formulas.

    Audits revenue and customer bridges to ensure beginning and ending metrics reconcile correctly.

    Conducts evidence-based retention and cohort analysis to separate growth from new customer acquisition versus expansion revenue.

    Generates a 90-day operational roadmap focused on improving data quality, retention health, growth efficiency, and cash performance.

    Produces a structured risk register highlighting customer concentration, burn volatility, reporting inconsistencies, and other evidence-backed operational risks.

    Why this beats prompting it yourself

    General-purpose AI assistants often invent missing values, mix incompatible SaaS formulas, or apply generic benchmarks without validating the underlying data. This skill follows a strict evidence-first methodology: it never fabricates metrics, clearly separates verified facts from inferences, reconciles conflicting financial inputs, and explains calculations step by step before drawing conclusions.

    Use cases

    Prepare investor, board, or due diligence reports with reconciled SaaS financial metrics.

    Audit subscription reporting for billing platforms such as Stripe, Paddle, Chargebee, or similar exports.

    Identify churn, contraction, and expansion trends across customer segments or pricing tiers.

    Evaluate acquisition efficiency, CAC payback, retention quality, and overall revenue health before strategic planning.

    Known limitations

    This skill does not provide regulated accounting, tax, legal, or investment advice. All calculations and recommendations depend on the accuracy and completeness of the financial data supplied by the user, and missing inputs are explicitly reported rather than estimated.

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