The critical metrics every SaaS business needs.

Get the critical, investor-ready metrics you need to run your business, grow efficiently, or fundraise — connecting data from your CRM, accounting, and billing systems.

Why is this template helpful?

Get the table stakes metrics you need to run your SaaS business:

• Gain critical insight into your company's finances at both the high level, and in detail

• Enable profitable growth

• Support fundraising & due diligence

What metrics are included?

Essential SaaS metrics includes:

• Growth (ARR, MRR, ACV, Growth Accounting, Churn, etc.)

• Retention & Engagement (Net & gross dollar retention, Logo retention, etc.)

• Financials (CAC, LTV, Payback, Burn, Runway, etc.)

Why use Daydream?

Daydream is the BI tool built for CROs, Ops, Execs, and Founders.

Until now, you've had to choose between many fragmented tools, point solutions, & spreadsheets or technical-feeling, data-only BI tools that are confusing for business users & don't support collaboration or context. No good options.

We let you connect your data with context & discussion in an intuitive, self-serve interface. You get faster insights, faster action, and less overhead:

• Drive accountability & better decisions: Collaborate with your team inline

• A single pane of glass for your business: Connect all your tools directly, or your data warehouse. Smash the silos.

• Data meets words: Context and discussion is what makes your data meaningful — and allow you to drive accountability + better decisions

• Intuitive and self-serve: Feels like a doc meets a spreadsheet