Prompt Library

Grade your SaaS metrics against benchmarks every month

Every month after close, Sai calculates the seven SaaS efficiency metrics investors ask about, grades each against published benchmarks for your stage, and turns the weakest ones into specific things to look at — so the first time you see a bad number is not in a partner meeting.

The PROMPTS
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On the [5th] business day of every month, run a health check on our SaaS metrics and republish the dashboard. Data: subscriptions and MRR movements from [Stripe / billing export]; revenue, cost of revenue, sales and marketing spend, and net burn from [accounting export / finance sheet URL]. We are at [stage, e.g. Seed / Series A] with roughly [ARR band] ARR. Calculate these seven metrics for the latest month and each of the previous [12] months: CAC payback, LTV to CAC, Rule of 40, Magic Number, net dollar retention, burn multiple, and gross margin. Use the formulas I list here: [or: use standard definitions and state each one in a footnote]. Use [EBITDA / free cash flow] margin for Rule of 40. Benchmarks: read the current published benchmarks for our stage and ARR band from [benchmark source URLs, e.g. Bessemer State of the Cloud, a named investor report]. Record the source name and year beside every benchmark. If no benchmark exists for our stage, show "no comparable benchmark" — do not extrapolate from a different stage. Grade each metric Strong, On track, Watch, or Weak relative to the benchmark, and show all seven on a radar chart alongside the benchmark shape. Publish an interactive web page: the radar chart at the top; a 12-month trend line for each metric; and one diagnosis card for every metric graded Watch or Weak, stating what drives the number, which input moved it most this month, and two or three specific things to investigate. Do not write diagnosis cards for metrics that are Strong. If an input is missing, show the metric as not calculable and name the missing input — never estimate it. Keep each month's version at its own link.
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Platforms this prompt works across

Every investor conversation eventually arrives at the same seven numbers, and founders almost always see their own for the first time in the spreadsheet they build the week before the meeting. That is the worst moment to discover that CAC payback has drifted from twelve months to twenty, because the only thing left to do is explain it. The same numbers, computed every month, are not a fundraising exercise. They are an early warning system that happens to also produce the fundraising slide.

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What this recurring task does

After each month's close, Sai calculates seven SaaS efficiency metrics from your billing and accounting data, compares each to published benchmarks for your stage and ARR band, and republishes a dashboard. A radar chart shows the overall shape at a glance; trend lines show which way each metric is moving; and every weak metric gets a diagnosis card explaining what is driving it and where to look.

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The seven metrics, and how each is calculated

Definitions vary more than people expect, so every number on the dashboard is footnoted with the exact formula behind it.

★ THE SEVEN METRICS, AND HOW EACH IS CALCULATED

MetricFormula usedWhat it tells an investor
CAC paybackSales & marketing spend ÷ (new MRR × gross margin), in monthsHow long each new customer takes to pay back what it cost to win
LTV : CAC(ARPA × gross margin ÷ monthly churn) ÷ CACWhether growth creates value or just buys revenue
Rule of 40Revenue growth % + profit margin % (EBITDA or free cash flow)Whether growth and efficiency, together, clear the bar
Magic Number(Quarter-over-quarter revenue change × 4) ÷ prior quarter S&M spendWhether it is time to spend more on sales and marketing
NDR(Starting ARR + expansion − contraction − churn) ÷ starting ARR, trailing 12 monthsWhether existing customers grow on their own
Burn multipleNet burn ÷ net new ARR, same periodHow many dollars burned to add one dollar of ARR
Gross margin(Revenue − cost of revenue) ÷ revenueThe ceiling on every other efficiency metric above

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Rule of 40 and CAC payback, in context

Two metrics dominate the conversation. Rule of 40 is the simplest test of whether growth and profitability together are healthy enough — a company growing fast can afford to burn, and a slower one needs margins to make up the difference. CAC payback is the most direct measure of whether sales and marketing spend is working. Neither means much as a single reading. A Rule of 40 score that has fallen for three consecutive months tells a different story from one that has held steady, even if both land on the same number this month.

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How grading works

Each metric is graded Strong, On track, Watch, or Weak against the benchmark for your stage, and the benchmark source and year are shown beside it. Benchmarks are read fresh from the sources you choose, such as Bessemer's State of the Cloud, rather than hard-coded, because they are revised every year and differ sharply by stage. When no benchmark exists for your stage, the dashboard says so instead of borrowing one from a later stage. Diagnosis cards are written only for Watch and Weak metrics — a health check that comments on everything buries the two things that matter.

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What happens on the second run

Past months are never recalculated, so the trend reflects what each month actually looked like. A metric with a missing input is shown as not calculable, with the input named, instead of being estimated. Each monthly dashboard keeps its own link, which means that by the time you raise, twelve consecutive health checks already exist — a far more convincing answer to "how have your unit economics trended?" than a spreadsheet built the week before.

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Where this fits

The current ARR and retention figures leadership sees every week live in the weekly executive briefing deck. When the burn multiple looks wrong, the cash runway simulator shows what the burn actually buys in months.

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