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.

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What it installs

Agents 2

  • 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.

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.

Folders 1

  • SaaS Metrics Review

Requirements

What this template 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.

Get started

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

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.