This is a partial preview of SaaS KPI Tracker (Monthly): CaC, LTV, and More (Excel workbook (XLSX)).

Please register (it's free!) or login to view the remaining preview.

Save to List

SaaS KPI Tracker (Monthly): CaC, LTV, and More (Excel XLSX)

$45.00

ALL FEES INCLUDED

Add to Cart

HIGHLIGHTS

Author: Jason Varner | SmartHelping

Immediate, digital download

File Type: Excel workbook (XLSX)

DOCUMENT DESCRIPTION

This product (SaaS KPI Tracker [Monthly]: CaC, LTV, and More) is an Excel workbook (XLSX), which you can download immediately upon purchase.

Running a business that has ongoing subscriptions requires close attention to the ingredients that make up the perfect or 'ideal' customer. You can't spend too much money to acquire a customer, but you have to spend enough to hit scaling targets. Ultimately, the amount of spend is going depend on the average lifetime value of a given customer. The number of months it takes for a customer to repay its own costs as well as the ratio of the total lifetime value relative to the initial acquisition costs must be clearly understood and tracked over time.

It is amazing how much of a difference there is to the decision making process when you have good data around the decisions. If you don't track your performance on these key metrics, it will be harder to adjust what your SaaS business does in order to maximize profits.

This is a monthly SaaS KPI tracker that has formulas to calculate the following:
• Average Customer Acquisition Cost (CaC)
• Present Value of Customer Lifetime Value (LTV)
• LTV to CaC Ratio
• Average Months to Payback CaC

The model has a primary calculator tab that lets the user plug in static figures and see output results of the key metrics above. There is also a tracking tab for actual data. The input cells would be populated by actual data from your SaaS business and the output KPIs would display automatically based on formulas.

The tracker runs for up to a 60-month view at one time. There are also visualizations of the primary outputs over this time period. This tool is very important for SaaS companies to utilize if they are trying to get healthier financially and improve the strength of the operation.

By measuring, this puts direct pressure on improving things that make the results better. Without measuring, you are flying blind.

Got a question about the product? Email us at [email protected] or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in SaaS Excel: SaaS KPI Tracker (Monthly): CaC, LTV, and More Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping

ABOUT THE AUTHOR: JASON VARNER | SMARTHELPING

I graduated in 2011 with a Bachelors degree in Accounting. From there, I worked at a few small businesses doing financial reporting and some bookkeeping. After a few years of that, I started doing freelance financial consulting work on Elance and Upwork. [read more]

Jason Varner | SmartHelping has published 105 additional documents on Flevy.

DETAILS

This business document is categorized under the function(s): Corporate Finance

It applies to All Industries

File Type: Excel (xlsx)

File Size: 430.6 KB

Related Topic(s): SaaS

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Jan 27, 2023
Most recent version published: Jan 27, 2023

Ask the Author a Question

Must be logged in

CUSTOMER TESTIMONIALS

"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory

"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500

"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I have been able to exceed expectations and deliver quality advice and solutions to my clients. The quality and expertise of the authors are exemplary and gives me great confidence to use as part of my service offerings.

I highly recommend this company for any consultant wanting to apply international best practice standards in their service offerings. "

– Nishi Singh, Strategist and MD at NSP Consultants

"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact that it is not at all just a repository of documents/resources but, in the way that David and his team manage the firm, it is like dealing with consultants always ready to assist, advise and direct you to what you really need, and they always get it right.

I am an international hospitality accomplished senior executive who has worked and lived during the past 35 years in 23 countries in 5 continents and I can humbly say that I know what customer service is, trust me.

Aside from the great and professional service that Flevy's team provide, their wide variety of material is of utmost great quality, professionally put together and most current.

Well done Flevy, keep up the great work and I look forward to continue working with you in the future and to recommend you to a variety of colleagues around the world."

– Roberto Pelliccia, Senior Executive in International Hospitality

"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The quality of the decks available allows me to punch way above my weight – it's like having the resources of a Big 4 consultancy at your fingertips at a microscopic fraction of the overhead."

– Roderick Cameron, Founding Partner at SGFE Ltd

"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership

"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy

"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates

SELECT CUSTOMERS

Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.