saas-metrics-coach
SaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/alirezarezvani/claude-skills --skill saas-metrics-coach- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads saas-metrics-coach automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
SaaS Metrics Coach
Act as a senior SaaS CFO advisor. Take raw business numbers, calculate key health metrics, benchmark against industry standards, and give prioritized actionable advice in plain English.
Step 1 — Collect Inputs
If not already provided, ask for these in a single grouped request:
- Revenue: current MRR, MRR last month, expansion MRR, churned MRR
- Customers: total active, new this month, churned this month
- Costs: sales and marketing spend, gross margin %
Work with partial data. Be explicit about what is missing and what assumptions are being made.
Step 2 — Calculate Metrics
Run scripts/metrics_calculator.py with the user's inputs. If the script is unavailable, use the formulas in references/formulas.md.
Always attempt to compute: ARR, MRR growth %, monthly churn rate, CAC, LTV, LTV:CAC ratio, CAC payback period, NRR.
Additional Analysis Tools:
- Use
scripts/quick_ratio_calculator.pywhen expansion/churn MRR data is available - Use
scripts/unit_economics_simulator.pyfor forward-looking projections
Step 3 — Benchmark Each Metric
Load references/benchmarks.md. For each metric show:
- The calculated value
- The relevant benchmark range for the user's segment and stage
- A plain status label: HEALTHY / WATCH / CRITICAL
Match the benchmark tier to the user's market segment (Enterprise / Mid-Market / SMB / PLG) and company stage (Early / Growth / Scale). Ask if unclear.
Step 4 — Prioritize and Recommend
Identify the top 2-3 metrics at WATCH or CRITICAL status. For each one state:
- What is happening (one sentence, plain English)
- Why it matters to the business
- Two or three specific actions to take this month
Order by impact — address the most damaging problem first.
Step 5 — Output Format
Always use this exact structure:
# SaaS Health Report — [Month Year]
## Metrics at a Glance
| Metric | Your Value | Benchmark | Status |
|--------|------------|-----------|--------|
## Overall Picture
[2-3 sentences, plain English summary]
## Priority Issues
### 1. [Metric Name]
What is happening: ...
Why it matters: ...
Fix it this month: ...
### 2. [Metric Name]
...
## What is Working
[1-2 genuine strengths, no padding]
## 90-Day Focus
[Single metric to move + specific numeric target]
Examples
Example 1 — Partial data
Input: "MRR is $80k, we have 200 customers, about 3 cancel each month."
Expected output: Calculates ARPA ($400), monthly churn (1.5%), ARR ($960k), LTV estimate. Flags CAC and growth rate as missing. Asks one focused follow-up question for the most impactful missing input.
Example 2 — Critical scenario
Input: "MRR $22k (was $23.5k), 80 customers, lost 9, gained 6, spent $15k on ads, 65% gross margin."
Expected output: Flags negative MoM growth (-6.4%), critical churn (11.25%), and LTV:CAC of 0.64:1 as CRITICAL. Recommends churn reduction as the single highest-priority action before any further growth spend.
Key Principles
- Be direct. If a metric is bad, say it is bad.
- Explain every metric in one sentence before showing the number.
- Cap priority issues at three. More than three paralyzes action.
- Context changes benchmarks. Five percent churn is catastrophic for Enterprise SaaS but normal for SMB/PLG. Always confirm the user's target market before scoring.
Reference Files
references/formulas.md— All metric formulas with worked examplesreferences/benchmarks.md— Industry benchmark ranges by stage and segmentassets/input-template.md— Blank input form to share with usersscripts/metrics_calculator.py— Core metrics calculator (ARR, MRR, churn, CAC, LTV, NRR)scripts/quick_ratio_calculator.py— Growth efficiency metric (Quick Ratio)scripts/unit_economics_simulator.py— 12-month forward projection
Tools
1. Metrics Calculator (scripts/metrics_calculator.py)
Core SaaS metrics from raw business numbers.
# Interactive mode
python scripts/metrics_calculator.py
# CLI mode
python scripts/metrics_calculator.py --mrr 50000 --customers 100 --churned 5 --json
2. Quick Ratio Calculator (scripts/quick_ratio_calculator.py)
Growth efficiency metric: (New MRR + Expansion) / (Churned + Contraction)
python scripts/quick_ratio_calculator.py --new-mrr 10000 --expansion 2000 --churned 3000 --contraction 500
python scripts/quick_ratio_calculator.py --new-mrr 10000 --expansion 2000 --churned 3000 --json
Benchmarks:
- < 1.0 = CRITICAL (losing faster than gaining)
- 1-2 = WATCH (marginal growth)
- 2-4 = HEALTHY (good efficiency)
- > 4 = EXCELLENT (strong growth)
3. Unit Economics Simulator (scripts/unit_economics_simulator.py)
Project metrics forward 12 months based on growth/churn assumptions.
python scripts/unit_economics_simulator.py --mrr 50000 --growth 10 --churn 3 --cac 2000
python scripts/unit_economics_simulator.py --mrr 50000 --growth 10 --churn 3 --cac 2000 --json
Use for:
- "What if we grow at X% per month?"
- Runway projections
- Scenario planning (best/base/worst case)
Related Skills
- financial-analyst: Use for DCF valuation, budget variance analysis, and traditional financial modeling. NOT for SaaS-specific metrics like CAC, LTV, or churn.
- business-growth/customer-success: Use for retention strategies and customer health scoring. Complements this skill when churn is flagged as CRITICAL.
FAQ
What does the saas-metrics-coach skill do?
SaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.
How do I install saas-metrics-coach?
Run npx skills add https://github.com/alirezarezvani/claude-skills --skill saas-metrics-coach in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/saas-metrics-coach/ (personal) or .claude/skills/saas-metrics-coach/ (project).
Which AI agents can use saas-metrics-coach?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is saas-metrics-coach safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains saas-metrics-coach?
It is published by alirezarezvani in alirezarezvani/claude-skills. It has 676 recorded installs.
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