Templates · KPIs
SaaS KPIs for a small team
The handful of numbers a small SaaS runs on, each with a target and a forecast.
The goal
Grow MRR without leaking customers
Due the end of the half year; check in weekly. Numbers are examples - change them to yours.
| Metric | Target | Why this number |
|---|---|---|
MRR Each check-in is the new reading | $20,000 → $30,000 | The headline. Check in the current figure; the trend shows where it lands by the date. |
New trials Each check-in adds an amount | 40 trials a week | The top of the funnel as a weekly quota, with a hit rate over the weeks. |
Trial-to-paid conversion Each check-in is the new reading | 8% → 12% | Turns trials into MRR; often the cheapest number to move. |
Monthly logo churn Each check-in is the new reading | 3% → 1.5% (should go down) | Growth on a leaking bucket stalls; this one should go down. |
Net revenue retention Each check-in is the new reading | 98% → 105% | Above 100% means existing customers grow the business on their own. |
GoalNexa forecasts each metric from its check-ins and gives the goal a health badge - on track, at risk or off track - long before the end of the half year.
Set it up
With your AI assistant
Connected to GoalNexa (setup guides)? Paste this - it shows you a draft before creating anything:
Create a goal in GoalNexa: "Grow MRR without leaking customers", due the end of the half year (ask me for the date). Metrics: - MRR (unit: $): start $20,000, target $30,000, latest reading - New trials (unit: trials): target 40 trials per week, amounts added up - Trial-to-paid conversion (unit: %): start 8%, target 12%, latest reading - Monthly logo churn (unit: %): start 3%, target 1.5%, latest reading - Net revenue retention (unit: %): start 98%, target 105%, latest reading Check-ins weekly. Show me the draft before creating it, and let me change the numbers.
In the app
- Create your free account and pick "Website" in the first-run steps (or "New goal" on the dashboard).
- Add the goal "Grow MRR without leaking customers" with its date, then its 5 metrics - start, target and unit as above. For an amount that adds up, set "Each check-in is" to "An amount to add to the total"; for a target per week or month, set "Target is for".
- Set each metric's check-in schedule to "Weekly" so reminders keep the numbers current.
Tips
- Post MRR from your billing system's webhook or a nightly script to the metric's check-in URL.
- Share a live dashboard of these with investors through a public link - no login for them.