FinanceOS · SaaS Metrics
SaaS metrics that reconcile to the books.
ARR, retention, churn, CAC payback, and burn multiple calculated from billing, CRM, and accounting data — consistent definitions your board and investors can rely on.
The problem
Every team has a different ARR number.
- ARR in the CRM doesn't match billing or revenue
- Retention calculated differently each quarter
- Unit economics rebuilt for every fundraise
- Investor metrics requests take days
Capabilities
What SaaS Metrics in FinanceOS does.
ARR & MRR bridge
New, expansion, contraction, and churn movement each period.
Cohort retention
Gross and net revenue retention by cohort, segment, and plan.
CAC & payback
Acquisition cost and payback tied to actual sales and marketing spend.
Efficiency metrics
Burn multiple, magic number, and Rule of 40 with documented definitions.
Billing to cash
Bookings, billings, deferred revenue, and collections connected end to end.
Investor reporting
Standard metrics packs for board meetings and diligence.
How it works
01
Connect
Billing, CRM, and accounting systems.
02
Define
Agree metric definitions once, document them.
03
Reconcile
Tie metrics to revenue and the ledger.
04
Report
Refresh dashboards and packs every month.
Outcomes
- One trusted ARR number
- Diligence-ready metrics
- Consistent definitions over time
- Faster investor updates
- Clear view of growth efficiency
- Better pricing and retention decisions

