SaaS Metrics Reporting UK | MRR, ARR, NRR, Churn, LTV:CAC | SaaS Fractional CFO

SaaS Metrics & Reporting

Your SaaS metrics,
done properly.

Inconsistent definitions. Spreadsheets that disagree. A board that asks questions your numbers cannot answer. We fix all of that—and give you a monthly metrics pack that investors recognise and respect.

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The metrics we build & maintain

Every metric below is defined consistently, calculated correctly, and presented in a format investors understand.

MRR & ARR Bridge

Monthly Recurring Revenue

We track all five components of MRR movement: new MRR, expansion MRR, contraction MRR, churn MRR, and reactivation MRR. This gives you a complete picture of how your revenue is growing and where it is leaking.

New MRR Expansion Churn Contraction

Net Revenue Retention

NRR & GRR

NRR above 100% means your existing customers are spending more than they were 12 months ago. It is the single most important metric in a SaaS investor’s scorecard. We calculate it correctly and show you what is driving it.

Investor benchmark (Series A)
> 110% NRR

LTV : CAC Ratio

Unit economics

We calculate customer acquisition cost by channel, segment and time period. LTV is calculated using your actual gross margin and churn rate. The resulting ratio tells you whether your growth engine is profitable or a money furnace.

Target
> 3x
World class
> 5x

Churn Rate Analysis

Logo churn & revenue churn

Logo churn and revenue churn tell different stories. We calculate both, segment by cohort, plan tier, and acquisition channel, and identify where your churn problem actually lives—so you can fix it.

Monthly churn (healthy B2B SaaS) < 1%
Annual churn (healthy B2B SaaS) < 10%

CAC Payback Period

Months to recover CAC

CAC payback tells you how long it takes to recover the cost of acquiring a customer. It determines how capital-efficient your growth is and how quickly you can reinvest. Under 12 months is the benchmark most investors set for B2B SaaS.

Series A investor benchmark
< 18 months

Rule of 40

Growth + profitability score

The Rule of 40 adds your ARR growth rate to your EBITDA margin. A score above 40 indicates a well-balanced SaaS business. It is a core benchmark for late-stage investors and acquirers. We track it monthly and show you how to improve it.

Example: 60% ARR growth + (20)% EBITDA margin = Rule of 40 score: 40

Runway & Burn Rate

Cash visibility

We model your gross burn, net burn, and runway across multiple growth scenarios. You will always know at what growth rate you run out of money, and how far in advance you need to start your next fundraise.

Magic Number

Sales efficiency

The magic number measures how efficiently your sales and marketing spend converts into new ARR. Above 0.75 is efficient growth; above 1.5 suggests you should invest more aggressively in sales. We track this every quarter alongside your CAC payback.

Gross Margin

COGS & contribution margin

SaaS gross margin is not just revenue minus cost of goods. It includes hosting, support, and CS costs allocated correctly. We calculate gross margin the way investors calculate it, and we track the contribution margin per customer segment.

Investor benchmark (Series A SaaS)
> 70% gross margin

Why It Matters

Dirty metrics kill deals.
Clean metrics close them.

When an investor’s finance team opens your data room, they will recalculate your metrics from source data. If your numbers do not match, the deal price comes down—or the deal falls apart.

The SaaS companies that raise at the best terms are those where the metrics are already clean, consistently defined, and trended over 18–24 months before the fundraise starts.

We build your metrics stack from scratch, document every definition, and produce a monthly pack that gives you a running record of your business's financial health.

Start Building Clean Metrics →

Common Metrics Mistakes We Fix

Including annual contract value as MRR
Revenue must be normalised to monthly amounts
Calculating LTV without gross margin
LTV must be based on gross profit, not revenue
Mixing logo churn and revenue churn
Investors care about both; they measure different things
CAC that excludes CS onboarding costs
True CAC includes all acquisition and onboarding spend
Not segmenting NRR by cohort
Blended NRR hides which cohorts are retaining and which are churning
Kishen Patel — ICAEW Chartered Accountant, Fractional CFO for SaaS
ACA · ICAEW

Your Fractional CFO

Kishen Patel ACA

ICAEW Chartered Accountant  ·  Big Four Trained  ·  London

Kish is the founder of Consult EFC and the CFO behind SaaSFractionalCFO.co.uk. He is an ICAEW Chartered Accountant (ACA) with over 12 years of experience across Big Four audit, investment banking, and corporate finance advisory.

He has worked with over 100 UK businesses — from pre-revenue SaaS startups raising their first SEIS round to established software companies preparing for Series B and exit. Every engagement is led personally by Kish. Your work is never passed to a junior.

As a regulated ICAEW member, Kish is held to the highest professional and ethical standards in UK accountancy — the same standards that FTSE 100 boards and global investors rely on.

12+

Years finance leadership

100+

UK businesses advised

£40m+

Capital raised

Big 4

Trained

View full profile at ConsultEFC.com

Want metrics your investors
will not pull apart?

Book a discovery call and we will audit your current SaaS metrics. We will tell you what is wrong, what is missing, and how to fix it.

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Related Pages

Fractional CFO for SaaS UK Fractional CFO Services Fundraising Support SaaS Financial Model
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