Managing SaaS budgets without proper tracking of key financial metrics leads to overspending and missed growth opportunities. Coefficient’s free SaaS budget template provides a comprehensive framework to monitor critical metrics like NRR, LTV ratio, and Rule of 40 in one organized dashboard.

What is a SaaS budget report?

A SaaS budget report tracks and analyzes the financial performance of subscription-based businesses. It goes beyond traditional budgeting by focusing on recurring revenue metrics, customer acquisition costs, and retention rates that drive sustainable growth.

This specialized reporting framework helps SaaS companies monitor their unit economics. Track customer lifetime value. Measure expansion revenue. The template provides visibility into the metrics that matter most for subscription businesses, enabling data-driven decisions about resource allocation and growth strategies.

Benefits of using a SaaS budget template

• Streamlined financial planning Stop juggling multiple spreadsheets. Our template consolidates all your critical SaaS metrics in one place, making budget planning faster and more accurate.
• Better unit economics visibility Track the relationship between customer acquisition costs and lifetime value. Monitor your magic number. Understand which segments drive the most profitable growth.
• Improved cash flow forecasting Recurring revenue models require different forecasting approaches. The template helps you predict monthly recurring revenue, churn impact, and expansion opportunities with greater precision.
• Enhanced investor reporting Present your financial story clearly. The template includes industry-standard metrics that investors expect to see, formatted for easy communication and decision-making.
• Data-driven growth decisions Make smarter choices about marketing spend, sales hiring, and product development. The template reveals which investments generate the highest returns.

Metrics tracked in the report

Our comprehensive SaaS budget template monitors the essential metrics that drive subscription business success:

Revenue metrics:

• Net Revenue Retention (NRR)
• Gross Revenue Retention (GRR)
• Annual Contract Value (ACV)
• Average Revenue Per User (ARPU)
• Expansion Revenue by Segment

Customer metrics:

• Logo Retention Rate
• Customer Lifetime Value (LTV)
• Customer Health Score
• Gross Revenue Retention by Cohort

Efficiency metrics:

• LTV
  Ratio
• Magic Number
• Sales Efficiency
• Rule of 40
• Monthly Qualified Leads (MQL)

Growth indicators:

• Expansion Rate

Each metric includes clear definitions and calculation formulas. No guesswork required.

Get started with your SaaS budget template

Ready to take control of your SaaS financials? Our template provides the framework you need to track performance, plan growth, and make smarter budget decisions. Download the template and start monitoring the metrics that matter most for your subscription business success.

Meta Title: Free SaaS Budget Template for Google Sheets | Coefficient

Meta Description: Track NRR, LTV ratio, Rule of 40, and 15+ critical SaaS metrics with our free budget template. Perfect for subscription businesses planning growth and managing unit economics.