SaaS Metrics Coach
Calculating and benchmarking SaaS health metrics including ARR, churn, LTV, CAC, and NRR with prioritized advice.
What it does
Calculating and benchmarking SaaS health metrics including ARR, churn, LTV, CAC, and NRR with prioritized advice.
Procedure
When this skill is activated, Chalie follows these steps:
- Use
memoryto recall any previously shared business metrics or prior health reports. - Use
memoryto recall any previously stored metrics, then collect missing inputs from the user in a single grouped request: current MRR, MRR last month, expansion MRR, churned MRR, total active customers, new customers this month, churned customers, sales and marketing spend, and gross margin — work with partial data and state assumptions explicitly. - Use
code_evalto calculate: ARR, MRR growth percentage, monthly churn rate, CAC, LTV, LTV:CAC ratio, CAC payback period, and NRR. - Use
searchto benchmark each metric against industry standards for the user’s market segment (Enterprise, Mid-Market, SMB, or PLG) and stage (Early, Growth, or Scale), labeling each as HEALTHY, WATCH, or CRITICAL. - Use
code_evalto identify the top 2 to 3 metrics at WATCH or CRITICAL status, ordered by business impact. - Use
documentto state for each priority issue: what is happening (one sentence), why it matters, and two to three specific actions to take this month. - Present the report from
documentin a fixed structure: Metrics at a Glance table, Overall Picture (2-3 sentences), Priority Issues, What is Working (genuine strengths only), and a 90-Day Focus with a single numeric target. - Use
documentto save the health report and usememoryto store the metrics baseline for trend tracking.
Version
v1 (curated)