SaaS metrics dashboard template for Agency
A saas metrics dashboard tailored for a client services team. Is MRR growth outrunning churn, and which cohort is leaking? Upload your own CSV or Google Sheet and it charts mrr and net new mrr, churn rate (logo & revenue), net revenue retention automatically — free, no signup.
KPIs this dashboard tracks
the heartbeat of a subscription business
revenue churn can hide behind flat logo churn
above 100% means you grow without new logos
how long each customer takes to pay for itself
the base every other metric is a rate on
agencies live and die by client concentration
predictable retainer income vs lumpy project work
Charts it builds
- MRR movement — waterfall of
mrr_deltabymonth - Cohort retention — heatmap of
monthbycohort - New vs churned MRR — bar of
mrrbymonth
Columns your data needs
Map your spreadsheet to these (messy headers are matched automatically):
customer_idplanmrrsignup_datechurn_datestatusclientretainer
Benchmark
Healthy agencies keep any single client under ~25% of revenue and billable utilization near 70%.
What to look for
For a agency saas metrics view, the metrics that move decisions are mrr and net new mrr and churn rate (logo & revenue). Healthy agencies keep any single client under ~25% of revenue and billable utilization near 70%.
FAQ
At minimum: customer_id, plan, mrr, signup_date, churn_date, status, client, retainer. Dashboard AI maps messy real-world headers to these automatically.
MRR and net new MRR (the heartbeat of a subscription business); Churn rate (logo & revenue) (revenue churn can hide behind flat logo churn); Net revenue retention (above 100% means you grow without new logos); CAC payback period (how long each customer takes to pay for itself).
Healthy agencies keep any single client under ~25% of revenue and billable utilization near 70%.
Paste a few rows of CSV (with a header row). Runs entirely in your browser — nothing is uploaded.