# SaaS Metrics Report > A polished quarterly performance report with KPI cards, MRR/ARR tables, user growth breakdowns, and retention cohorts. Ideal for SaaS founders, investors, and operators. Source: https://buildpdfs.com/templates/saas-metrics-report Category: Business A polished quarterly performance report with KPI cards, MRR/ARR tables, user growth breakdowns, and retention cohorts. Ideal for SaaS founders, investors, and operators. ## What's included - Branded cover with company name, report period, and logo placeholder - Executive summary with 4 color-coded KPI cards (MRR, ARR, Churn, NPS) - MRR/ARR breakdown table with new, expansion, and churn revenue - User growth and retention cohort tables - Highlights and key risks sections for narrative context ## Sample content Polar Analytics Confidential Performance Report Q4 2024 Metrics October — December 2024 · Prepared by Finance & Growth $2.4M Annual Recurring Revenue ↑ 34% YoY 12,847 Active Subscribers ↑ 28% QoQ 2.1% Monthly Churn Rate ↓ 0.4pp $42 Avg. Revenue Per User ↑ 8% QoQ Executive Summary POLAR ANALYTICS · Q4 2024 Key Performance Indicators All figures as of December 31, 2024 · Compared to Q3 2024 unless noted Monthly Recurring Revenue $198K ↑ 12.4% vs Q3 was $176K Active Subscribers 12,847 ↑ 2,813 net new was 10,034 Net Revenue Retention 118% ↑ 6pp vs Q3 was 112% Customer Acq. Cost $84 ↓ 18% vs Q3 was $103 CEO Commentary Q4 was our strongest quarter to date. NRR crossing 118% confirms our expansion motion is working — customers are growing into higher tiers faster than we modeled. CAC improvement reflects the organic flywheel from our template marketplace launch in October. 4.8× LTV / CAC Ratio 14 mo Payback Period 67% Gross Margin $352 Avg. LTV POLAR ANALYTICS Q4 2024 PERFORMANCE REPORT · CONFIDENTIAL Revenue POLAR ANALYTICS · Q4 2024 Revenue Breakdown Monthly recurring revenue, expansion, and new business by month | Month | New MRR | Expansion | Churned | Net MRR | Total MRR | Growth | | -------- | ------- | --------- | ------- | ------- | --------- | ------ | | Jul 2024 | $14,200 | $6,800 | −$3,100 | $17,900 | $154,400 | +13.1% | | Aug 2024 | $15,800 | $7,400 | −$2,900 | $20,300 | $161,900 | +4.9% | | Sep 2024 | $13,600 | $8,100 | −$3,400 | $18,300 | $176,200 | +8.8% | | Oct 2024 | $18,400 | $9,200 | −$2,800 | $24,800 | $180,600 | +14.1% | | Nov 2024 | $21,100 | $10,800 | −$2,600 | $29,300 | $189,100 | +16.2% | | Dec 2024 | $24,700 | $11,400 | −$2,400 | $33,700 | $198,200 | +17.8% | Q4 Revenue Insight December set a new record for both new MRR ($24.7K) and net new MRR ($33.7K). Template marketplace referrals drove 34% of new sign-ups in Q4, compared to 11% in Q3\. Expansion revenue grew 68% quarter-over-quarter as customers upgraded to Pro and Business tiers. $87.5K Q4 New MRR Total $31.4K Q4 Expansion Total −$7.8K Q4 Churned MRR POLAR ANALYTICS Q4 2024 PERFORMANCE REPORT · CONFIDENTIAL User Growth POLAR ANALYTICS · Q4 2024 Subscriber Growth & Engagement Active subscribers, sign-ups, churn events by plan tier · Q4 2024 | Plan Tier | Price / mo | Subscribers | % of Total | Share | MRR Contrib. | Churn | | --------- | ---------- | ----------- | ---------- | ----- | ------------ | ----- | | Free | — | 31,400 | 71% | | — | — | | Starter | $19 | 6,842 | 53% | | $129,998 | 2.4% | | Pro | $49 | 4,218 | 33% | | $206,682 | 1.8% | | Business | $149 | 1,787 | 14% | | $266,263 | 0.9% | Acquisition Channels · Q4 | Channel | Sign-ups | Conv.% | | ----------------- | -------- | ------ | | Organic Search | 1,842 | 4.2% | | Template Referral | 1,204 | 6.8% | | Paid Social | 684 | 1.9% | | Email / Outbound | 432 | 3.1% | | Direct / Other | 651 | — | Engagement · Dec 2024 Daily Active Users 3,847 Monthly Active Users 9,614 DAU / MAU Ratio 40% PDFs Generated (Dec) 48,291 POLAR ANALYTICS Q4 2024 PERFORMANCE REPORT · CONFIDENTIAL Retention & Outlook POLAR ANALYTICS · Q4 2024 Retention & Q1 2025 Targets Cohort retention, net revenue retention, and forward-looking targets | Cohort | Initial Users | Month 1 | Month 3 | Month 6 | Month 12 | NRR | | ------- | ------------- | ------- | ------- | ------- | -------- | ---- | | Q1 2024 | 2,104 | 88% | 76% | 64% | 54% | 112% | | Q2 2024 | 2,841 | 90% | 79% | 68% | — | 115% | | Q3 2024 | 3,246 | 91% | 82% | — | — | 116% | | Q4 2024 | 4,813 | 93% | — | — | — | 118% | Q1 2025 Targets **MRR:** $240K (+21% vs Q4) **Subscribers:** 16,000 (+24%) **Churn rate:** ≤ 1.8% monthly **NRR:** ≥ 120% **PDFs generated:** 70,000/mo Key Initiatives · Q1 2025 ✦ Launch 20 new template categories ✦ Rollout team collaboration (Business tier) ✦ API v2 public beta ✦ SEO content push — 50 new pages ✦ Affiliate / partner program launch 93% M1 Retention (Q4 cohort) 2.1% Avg. Monthly Churn 118% Net Revenue Retention $352 Avg. Customer LTV POLAR ANALYTICS Q4 2024 PERFORMANCE REPORT · CONFIDENTIAL ## Frequently asked questions ### What SaaS metrics should I report to investors? The core SaaS metrics investors want to see are: MRR and ARR (with breakdown by new, expansion, contraction, and churn), net revenue retention (NRR), customer count and growth rate, CAC and LTV, and gross margin. This template covers all of them. ### What is the difference between MRR and ARR? MRR (Monthly Recurring Revenue) is the monthly subscription revenue from all active customers. ARR (Annual Recurring Revenue) is MRR × 12. ARR is the standard metric for comparing SaaS businesses and is used in investor discussions. ### How often should SaaS founders send board reports? Monthly for early-stage startups with active investors; quarterly for later-stage companies. Monthly cadence keeps investors informed and creates accountability. This template is designed for monthly reporting. ### Is this SaaS metrics report template free? Yes — free to use and customize. Share your current metrics and the AI will populate the KPI cards, tables, and highlights sections with your actual numbers. [Use this template](https://buildpdfs.com/signup?templateId=saas-metrics-report) — free, no credit card required.