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SaaS Metrics Dashboard Template (12 KPIs, Free .xlsx)
Twelve KPIs every board and every Series A diligence process asks for, in one 12-month view with benchmarks built in. Color scales flag each metric red, amber, or green against healthy ranges so problems surface before an investor finds them.
Best for: Founders preparing for board meetings or Series A diligence.
What's Inside
- 12 board-level KPIs including MRR, NRR, churn, gross margin, CAC payback, burn multiple, and customer concentration
- 12-month tracking view with benchmarks in the right column
- Color scales that auto-flag unhealthy ranges from red through green
Like all our templates, it ships as a properly formatted .xlsx with live formulas, freeze panes, and conditional formatting. Yellow cells are editable inputs; everything else recalculates automatically.
How to Use It
- 1Fill each month's actuals from your close; the health flags update automatically
- 2Compare against the benchmark column before board meetings and fundraise prep
- 3Use the red and amber flags as the agenda: each one is a question an investor will ask
Want the concepts behind the spreadsheet? Startup benchmarks: how your metrics compare
Frequently Asked Questions
Which metrics does the dashboard track?
Twelve KPIs boards ask for, including MRR, net revenue retention, churn, gross margin, CAC payback, burn multiple, and customer concentration, each tracked monthly against built-in benchmarks.
Are benchmarks included?
Yes. A benchmark column shows healthy ranges for each KPI, and conditional color scales flag your actuals red, amber, or green against them.
Is the template free?
Yes. Direct .xlsx download, no signup, opens in Excel, Google Sheets, and Numbers.
More Free Templates
Templates get you started. When you want the numbers maintained for you, StartupCFO bundles a bookkeeper, CPA, and fractional CFO from $179/mo. See pricing.
