finance-metrics-quickref
Fast lookup table for 30+ SaaS finance metrics, formulas, benchmarks, and red flags.
- Covers four metric families: Revenue & Growth, Unit Economics, Capital Efficiency, and Efficiency Ratios, each with formula, benchmark, and red flag
- Includes four decision frameworks for feature investment, channel scaling, pricing changes, and business health assessment by stage
- Organized for speed: scan the reference table, check red flags by category, apply the relevant framework to your decision
- Designed as a cheat sheet, not a teaching tool; links to deep-dive skills for detailed calculations and examples
Purpose
Quick reference for any SaaS finance metric without deep teaching. Use this when you need a fast formula lookup, benchmark check, or decision framework reminder. For detailed explanations, calculations, and examples, see the related deep-dive skills.
This is not a teaching tool—it's a cheat sheet optimized for speed. Scan, find, apply.
Key Concepts
Metric Categories
Metrics are organized into four families:
- Revenue & Growth — Top-line money (revenue, ARPU, ARPA, MRR/ARR, churn, NRR, expansion)
- Unit Economics — Customer-level profitability (CAC, LTV, payback, margins)
- Capital Efficiency — Cash management (burn rate, runway, OpEx, net income)
- Efficiency Ratios — Growth vs. profitability balance (Rule of 40, magic number)
When to Use This Skill
More from deanpeters/product-manager-skills
prd-development
Build a structured PRD that connects problem, users, solution, and success criteria. Use when turning discovery notes into an engineering-ready document for a major initiative.
1.7Kuser-story
Create user stories with Mike Cohn format and Gherkin acceptance criteria. Use when turning user needs into development-ready work with clear outcomes and testable conditions.
1.7Kroadmap-planning
Plan a strategic roadmap across prioritization, epic definition, stakeholder alignment, and sequencing. Use when turning strategy into a release plan that teams can execute.
1.5Kcompany-research
Create a company research brief with executive quotes, product strategy, and org context. Use when preparing for interviews, competitive analysis, partnerships, or market-entry work.
1.3Kproduct-strategy-session
Run an end-to-end product strategy session across positioning, discovery, and roadmap planning. Use when a team needs validated direction before committing to execution.
1.2Kprioritization-advisor
Choose a prioritization framework based on stage, team context, and stakeholder needs. Use when deciding between RICE, ICE, value/effort, or another scoring approach.
1.1K