A SaaS metrics dashboard for founders, RevOps leaders, and CFOs at SaaS companies in Taskade. Tracks MRR, ARR, net revenue retention, gross retention, CAC payback, magic number, and rule-of-40 — live from Stripe, Salesforce, and your product analytics.
What's Included
- SaaS Metrics Database: Table view with MRR, NRR, GRR, CAC payback, magic number, rule-of-40
- Growth Trajectory Board: Board view with each metric grouped by quarter
- Growth Agent: AI agent reads metric movement and explains the underlying driver — new logos, expansion, churn, mix shift
- NRR Threshold Automation: When NRR drops below target or churn spikes, the automation escalates to RevOps and CFO
- Monthly Investor Pack: Auto-drafted update with the SaaS-canonical metrics
- Efficiency Trend: Magic number and rule-of-40 quarterly view
Why This Template Wins
- SaaS canon, automatically: Stripe and Salesforce integrations write the values; the agent translates them into the canonical SaaS metrics
- Growth driver clarity: The growth agent reads MRR motion and decomposes it into new logos, expansion, contraction, and churn — leaders see the why
- Investor-ready every month: The monthly pack drafts itself with the metrics every SaaS investor expects
How to Use
- Clone this template into your Taskade workspace
- Customize plan tiers and CAC inputs
- Connect Stripe, Salesforce, product analytics
- Train the Growth Agent on your business model
- Set up automation triggers for NRR alerts and monthly pack
FAQ
Does this work for usage-based and seat-based SaaS?
Yes. Seat-based emphasizes per-seat ARR and seat expansion; usage-based emphasizes consumption growth and contracted-vs-actual reconciliation. The agent adapts narration accordingly.
Can the agent benchmark against SaaS peers?
Yes. The agent applies industry benchmark ranges to your metrics and surfaces where you sit on rule-of-40, NRR, and CAC payback distributions.
What plan supports a 50-employee SaaS team?
Pro ($16/mo annual) handles the team. Business ($40/mo) adds extended audit logs and the access controls RevOps usually wants.
CTA
Try this template free in Taskade. For Stripe setup, see /learn/automation/automations-execution. Pair with the Business Plan Templates. Browse SaaS apps in the Community Gallery.