Business & Strategy Skill
Brand Strategy Framework
Audit and build a brand's identity with five academic frameworks (Brand Onion, Trust Equation and JTBD) producing a scored assessment instead of guesswork.
$15
SaaS Finance Metrics
Turn raw revenue data into a one-glance health picture across seven canonical metrics, MRR/ARR, LTV/CAC, Magic Number, Rule of 40, NRR/GRR, Burn Multiple and Quick Ratio.
SaaS Finance Metrics turns raw revenue data into a one-glance financial health picture built on seven canonical metrics: MRR/ARR, LTV/CAC, Magic Number, Rule of 40, NRR/GRR, Burn Multiple, and Quick Ratio. It pulls from your sales and payments tables, computes every metric with industry-benchmarked decile thresholds, and renders a color-coded dashboard plus a Monday email snapshot a founder can read in 30 seconds. It also adapts the pure-SaaS template for service/agency models by adjusting gross margin and accounting for prepaid, negative cash-conversion-cycle businesses.
$15 one-time
Add to a kit → Prices include 20% VAT. · Forged on real agency work · one-time, no lock-in
- Type Skill
- Category Business & Strategy
- Delivery Email · instant
- License One-time
Inside the run · no black box
See the actual work before you buy it.
Seven numbers tell you whether a recurring-revenue business is healthy. They are computed from one live source, scored against published benchmarks, and rendered as a dashboard you can read in thirty seconds.
- Refreshes the finance snapshot view built on the live sales and payments tables: active customer base filtered correctly (converted, active lifecycle, no merged duplicates), monthly values summed into MRR, new versus existing revenue split, and churned revenue isolated for the period.
- Computes the seven-metric battery from that single source: MRR and ARR, LTV against fully-loaded CAC, Magic Number for sales efficiency, Rule of 40 for the growth-profit balance, NRR and GRR for retention quality, Burn Multiple for capital efficiency and Quick Ratio for growth quality.
- Scores each metric against published benchmark deciles (the Skok, ChartMogul and Craft Ventures canons) with sector-aware thresholds, because comparing a services-hybrid business against pure-SaaS world-class retention only produces false alarms.
- Renders the result as a 30-second decision dashboard: seven tiles color-coded green, yellow or red, with month-over-month deltas and trend arrows, plus a 3-month rolling average so a single noisy month does not trigger panic.
- Generates the alert layer from threshold breaches: retention below the warning line queues a churn root-cause task, an unusually high LTV-to-CAC ratio is flagged as under-investment in growth, and a healthy Magic Number is flagged as license to scale spend.
- Writes the narrative snapshot for the decision-maker: what happened this month in plain language (new revenue, renewals, losses, the why behind each), with aggregate-only figures so no individual customer's pricing is ever exposed.
One power source. 6 lines out.
saas-finance-metrics · core
core active · 6 lines
- ✓ monthly financial health
Monthly financial health summary for the founder
- ✓ recomputing unit economics
Recomputing unit economics after renewals, churn, or expansion
- ✓ investor decks needing r…
Investor decks needing Rule of 40, Magic Number, and NRR
- ✓ measuring the revenue im…
Measuring the revenue impact of a pricing change
- ✓ cohort retention reporting
Cohort retention reporting by signup month
- ✓ embedding aggregate fina…
Embedding aggregate finance metrics into customer-facing reports
Yours to keep.
Drag time forward. Watch what stays.
Forever
That's what owning means.
The rented stack
ai writing tool: subscription
expired · access lostanalytics suite: subscription
expired · access lostdesign platform: subscription
expired · access lost(nothing left)
Your forge
-
See your full financial trajectory at a glance: seven KPIs, color-coded green/yellow/red
license: perpetual -
Cut decision fatigue with a Monday snapshot that surfaces only what needs attention
license: perpetual -
Avoid demoralizing false alarms with 3-month rolling averages and sector-aware benchmarks
license: perpetual -
Spot revenue concentration risk and under-invested growth before they bite
license: perpetual
subscriptions expire · deeds don't
Everything in the box.
Pick a piece up. Watch it work.
All seven metric formulas with definitions and benchmark thresholds
6 parts · one working system · ships instantly by email
This wasn't forged for everyone.
- Not for you if you'd rather rent a tool than own one.
- Not for you if you want someone else to run your stack.
- Not for you if you're happy guessing.
For SaaS and service-business founders and operators who need trustworthy, benchmark-grounded financial health metrics without building a finance stack from scratch.
then this was forged for you.Works with
Universal by design: these run in any AI. Delivered in the open Agent Skills + MCP format (native in Claude); ChatGPT, Gemini, Cursor and Copilot adapt the same files their own way.
- Claude Native format
- ChatGPT Adapts via open standards
- Gemini Adapts via open standards
- Cursor Adapts via open standards
- Copilot Adapts via open standards
Catch what's on your mind.
the air is clear. nothing between you and the forge.
catch a spark: the forge will answer
-
We're an agency, not pure SaaS, do the metrics still apply?
Yes, and explicitly so: the template is adapted for service and agency models by adjusting gross margin and accounting for prepaid, negative cash-conversion-cycle businesses. The seven metrics stay the same; the thresholds get read through your model.
-
Where do the numbers come from, do I type them in by hand?
They are pulled from your sales and payments tables into a materialized finance-snapshot view that refreshes weekly. Seven metrics are computed against decile benchmark thresholds, then rendered as color-coded dashboard tiles plus a Monday email a founder reads in thirty seconds.
-
Will it do my accounting or replace bookkeeping?
No. It computes health metrics: MRR/ARR, LTV/CAC, Rule of 40, NRR, from revenue data. Invoicing, tax, and ledger reconciliation are out of scope; it runs alongside your accounting software, not instead of it.
-
How is it delivered?
By email right after purchase: ready to run, downloaded instantly, no setup wait.
-
One-time or subscription?
A one-time purchase; no subscription or hidden fees. VAT (20%) is included.
-
Can I get a refund?
As a digital product, it can’t be refunded once downloaded. That’s why we show exactly what’s inside and who it’s for, right here.