SaaS metrics & unit economics review

Metrics Team

An analyst who computes and frames the metrics, and a reviewer who re-derives the headline numbers.

SaaS metrics review

Compute metrics, build cohorts and the review, re-derive the headline numbers, and approve.

KPI definitions & targets

Your editable list of which metrics matter, their target thresholds, alert bands, and the north-star metric — the agent reads this as input and reports each metric against the targets you set here.

Unit economics healthy and trending right

Keep unit economics visible, benchmarked, and trending in the right direction every period. Success looks like: Each period ships a reviewer-verified, human-approved review in which the MRR waterfall foots, every metric is reported vs goal and benchmark with a status, cohorts are shown as a matrix, and concerns end in recommended actions.

Metrics review run

Runs the SaaS metrics review on the schedule you choose. ## Professional quality control Objective: complete the recurring SaaS metrics & unit economics review operating cycle and deliver a review-ready, evidence-backed result rather than merely report that the schedule ran. Start by fixing the review period, reading the current source records and prior run, confirming required access, and listing missing or contradictory inputs. Execute the bundle's full authored method in order, retaining source, calculation, command, or before/after evidence for load-bearing findings. Separate facts from interpretation, apply supplied policy without inventing thresholds, and stop any branch that requires missing authority or an unconfirmed human rule. Produce the complete named deliverable plus an evidence record, assumptions, exceptions, unresolved questions, and concrete next actions with owners where the method calls for them. Run the workflow's independent verifier checks and fix failures before requesting approval. The task is done only when every requested section and quality criterion passes or a blocker is explicit; silence, inaccessible data, or polished prose is not proof of completion. Recompute material figures independently from raw records; verify period, currency, sign, formula, rounding, tie-outs, and roll-forwards. Distinguish accounting policy from assumptions and route judgment to the human. Financial narrative must explain drivers plainly without generic AI phrasing, invented precision, or certainty unsupported by the books. The human retains authority over publication, sending, spend, signing, merging, deployment, and other consequential external actions.

SaaS Metrics Review