Financial Modeling — Editable Template

SaaS Metrics & Cohort Dashboard

A 12-month MRR bridge, a net-revenue-retention cohort heatmap, and the unit-economics KPIs a SaaS board or investor asks for first.

SARGA ADVISORYsargaadvisory.com

MRR growth, 12 months

MRR grows steadily across the 12-month build.

Net revenue retention by cohort

% of each cohort's Month-0 MRR retained over time. Darker = higher retention. This template uses a constant monthly net-retention rate — swap in real per-cohort figures if you have them.