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SaaS KPI Dashboard in Excel: Free Metrics Calculator

Enter one month of customer and cost numbers to get MRR, churn, LTV, CAC, the LTV to CAC ratio and payback time. Then copy the formulas into your own SaaS KPI dashboard in Excel.

The SaaS KPIs this calculator works out

  • MRR is customers at the end of the month times average revenue per account.
  • Churn rate is customers lost divided by customers at the start of the month.
  • LTV is ARPA times gross margin divided by the churn rate.
  • CAC is sales and marketing spend divided by new customers won.
  • LTV to CAC compares what a customer is worth with what it cost to win them.
  • CAC payback is CAC divided by monthly gross profit per customer.

Excel formulas for your SaaS KPI dashboard

Put one month per row with columns for starting customers (B), new (C), lost (D), ARPA (E), spend (F) and gross margin (G). Then use:

  • Customers at end: =B2+C2-D2
  • MRR: =(B2+C2-D2)*E2
  • Churn rate: =D2/B2
  • LTV: =E2*G2/(D2/B2)
  • CAC: =F2/C2
  • LTV to CAC: =(E2*G2/(D2/B2))/(F2/C2)
  • Payback months: =(F2/C2)/(E2*G2)

Format the table with Ctrl+T so new months extend the formulas, then chart MRR and churn on a dashboard sheet. For the layout, see our Excel dashboard template and the guide to making a graph in Excel.

How to read the ratio

A higher LTV to CAC ratio means each customer returns more than it cost to win. Many teams use 3 to 1 as a rough target, but the right level depends on your margins and growth plans. Watch the trend over several months, not a single result.

Need a dashboard built from your own data? See our Excel consultant services.

Frequently asked questions

How do I build a SaaS KPI dashboard in Excel?

Keep one row per month with customers, new and lost customers, ARPA, spend and margin. Add formulas for MRR, churn, LTV, CAC and payback, then chart the key ones on a separate dashboard sheet.

How do you calculate SaaS churn rate?

Divide the customers lost in the month by the customers you had at the start of the month. This calculator does it for you.

What is a good LTV to CAC ratio?

Many teams aim for about 3 to 1 or higher, but it depends on margins, payback time and growth goals. Track the trend.

Is the LTV result exact?

No. It is a rough estimate based on average revenue, margin and churn. Real lifetime value changes with cohorts and pricing.

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