SaaS Metrics Dashboard With Inside Sales

Previously I posted about a Killer SaaS KPIs Spreadsheet that I really liked. After digging into the spreadsheet more, I realized it was geared towards a self-service SaaS model where the prospect finds the service, signs up for a free trial, and then becomes a customer (or doesn’t). While this is a great model, I see most SaaS startups using some inside sales component where a sales rep holds the hand of a prospect and guides them through things. It’s a light touch model that still involves people helping people.

So, I went in and changed several things and made an enhanced SaaS Metrics Dashboard Google Spreadsheet Template. Here are the changes I made:

  • Replaced “signups” with “leads”
  • Added a row for “Sales generated leads” to reflect leads that come from cold calls, partners, trade shows, direct emails, etc
  • Fixed the formulas throughout to support zeros for data (dividing by zero caused problems before)
  • Fixed the header and left column to make it easier when scrolling
  • Simplified some of the formatting

Take a look at the new SaaS Metrics Dashboard Google Spreadsheet Template and give it a try — it’ll add value to most B2B SaaS startups.

What else? What are your thoughts on the updated SaaS Metrics Dashboard Google Spreadsheet Template with support for inside sales?

4 thoughts on “SaaS Metrics Dashboard With Inside Sales

  1. Great spreadsheet, we’re already plugging in our numbers right now! Did find a bug in one of the formulas, though: on line 26 (new new customers), the formula adds New Customers (line 22) plus Lost Customers (line 24), when in fact it should subtract those two out. Easy enough to fix, but figured you’d want to work it into the template.

    Thanks for sharing!

  2. I noticed what seems to be a bug. The Net new Customers (row 26) and Net new MRR (row 39), are sums of New customers and lost customers instead of the difference. In the sample data for April, there are 5 customers at the start of the month, 5 new ones join, and 1 leaves, but there are 11 customers at the start of May instead of 9. Other than that, it looks like a great metrics template. Thanks for sharing.

  3. Clicked through a couple of posts and found this gem. It couldn’t have come at a better time as we’re literally putting together our KPI reports this week. Not only is this a great dashboard and saves me a bunch of time creating one, but it will push our team to have more robust reporting and, thus, better outcomes. Thanks for sharing!

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