About this SaaS Metrics Dashboard template

This SaaS Metrics Dashboard template provides a control-tower view of recurring revenue, retention, and acquisition efficiency for SaaS businesses. Built across five structured sheets — Dashboard, Data Entry, Analysis, Lists, and Instructions — it tracks key metrics including MRR, ARR, monthly churn, CAC payback, net revenue retention, expansion revenue, ARPU, LTV, and LTV:CAC ratio, with operating alerts that flag when thresholds are breached.

Every sheet is fully editable in WPS Office, Microsoft Excel, and Google Sheets. The template ships with synthetic sample data so you can immediately see how the dashboard works, then replace it with your own company data. Conditional alert thresholds, metric definitions, and owner assignments are all customizable to match your team's operating cadence.

5 structured sheets

Dashboard, Data Entry, Analysis, Lists, and Instructions sheets covering the full SaaS metrics workflow.

Operating alerts built in

Pre-configured thresholds for churn, CAC payback, NRR, and expansion with owner assignments and status tracking.

Fully editable

Replace synthetic sample data with your own company numbers; customize thresholds, metric definitions, and layout.

Standard XLSX format

Works with WPS Office, Microsoft Excel, Google Sheets, and Apple Numbers.

Frequently asked questions
The SaaS Metrics Dashboard template is designed for tracking recurring revenue, retention, churn, unit economics, and acquisition efficiency for SaaS businesses. Customize the sample data, alert thresholds, and metric definitions in WPS Office for your own company.
Use the native XLSX in WPS Office, Microsoft Excel, or Google Sheets. For Notion workflows, reuse the metric structure and definitions in a Notion database; for branded visual reports, adapt the dashboard content in Adobe Express.
Download the template, open it in WPS Office, and replace the synthetic sample data with your own company metrics, adjust alert thresholds, update owner assignments, and modify metric definitions to fit your business.
Yes. Select Download to get the editable XLSX file and open it in WPS Office or another compatible spreadsheet application.
Yes. Adapt it for investor reporting, board deck data preparation, financial reviews, and operational metric tracking. It is available for personal and commercial projects, subject to the applicable template license.