SaaS metrics & unit economics review

Each period an analyst computes the MRR waterfall, churn/retention, LTV/CAC, and cohorts from billing and product data and reports them vs goals — a reviewer re-derives the headline numbers before you sign off.

Saves you ~4.5 h / week

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What it installs

Agents 3

  • Finance Analyst

    Owns recurring MRR waterfall, churn/retention, LTV/CAC, cohort, and north-star reporting.

  • Metrics Reviewer

    Independently verifies the metric calculations, cohort matrix, and driver attribution before the review reaches the human.

  • SaaS metrics & unit economics review Quality Reviewer

    Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.

Teams 1

  • Metrics Team

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

Workflows 1

  • SaaS metrics review

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

Documents 1

  • 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.

Goals 1

  • Unit economics healthy and trending right

    Keep unit economics visible, benchmarked, and trending in the right direction every period.

Skills 5

  • saas-metrics

    Compute core SaaS metrics from billing and product data: the MRR waterfall (new/expansion/contraction/churn), churn and NRR, LTV/CAC/payback, quick ratio, cohort retention, and an investor-ready dashboard. Adapted from claude-office-skills/skills/saas-metrics.

  • unit-economics

    Assess revenue quality and customer economics: ARR bridge, cohort vintages, LTV/CAC by segment, gross vs net retention, margin waterfall, and benchmarks (Rule of 40, magic number) into a revenue-quality score. Adapted from anthropics/financial-services/unit-economics.

  • metrics-review

    Run a structured metrics review: organize by a north-star/L1/L2 hierarchy, analyze trends and anomalies with attribution, and produce a scorecard plus bright spots, concerns, and recommended actions. Adapted from anthropics/knowledge-work-plugins/metrics-review.

  • cohort-analysis

    Build cohort retention curves and feature-adoption trends, validate data quality, spot patterns (early churn, late-stage shifts, adoption clusters), and recommend follow-up research. Adapted from phuryn/pm-skills/cohort-analysis.

  • north-star-metric

    Define a north-star metric and 3–5 supporting input metrics: classify the business game (Attention/Transaction/Productivity) and validate the candidate against the seven criteria for an effective north star. Adapted from phuryn/pm-skills/north-star-metric.

Schedules 1

  • 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.

Connectors optional

  • Stripe

    Connects to Stripe so the finance analyst can pull subscriptions and MRR movements for the metrics review.

  • Paddle

    Connects to Paddle so the finance analyst can pull subscriptions and MRR movements for the metrics review.

  • Polar

    Connects to Polar so the finance analyst can pull subscriptions and MRR movements for the metrics review.

  • PayPal

    Connects to PayPal so the finance analyst can pull subscriptions and MRR movements for the metrics review.

  • PostHog

    Connects to PostHog so the finance analyst can pull signup, activation, and retention events for the cohort analysis.

  • Mixpanel

    Connects to Mixpanel so the finance analyst can pull signup, activation, and retention events for the cohort analysis.

Folders 1

  • SaaS Metrics Review

Requirements

What this playbook expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your accounting tool — The agent works in your accounting tool (QuickBooks, Xero) through its web interface in your browser to pull revenue, S&M spend, and gross-margin inputs, and pauses for your approval before making any changes. Until you connect it, it works from attached exports and the KPI definitions & targets document.
  • Metrics source data — Billing/subscription export (active subscriptions, plan values, new/expansion/contraction/churn events), product engagement events for activation and cohort retention, S&M spend and new-customer counts for CAC, and your metric goals/targets.

Setup guide

How to Review SaaS Metrics With an Agent

A practical guide to recurring SaaS metrics reviews with MRR, churn, cohorts, unit economics, reviewer checks, and approval.

Read the setup guide

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Install SaaS metrics & unit economics review and run it with approvals.

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