finance-metrics-quickref
Look up SaaS finance metrics, formulas, and benchmarks fast. Use when you need a quick metric definition, formula, or benchmark during analysis.
Security Assessment
About finance-metrics-quickref
finance-metrics-quickref is a fast-lookup cheat sheet for SaaS finance metrics, formulas, and benchmarks. It solves the everyday problem of needing a metric definition or decision rule on the spot — during a board prep, an investor call, or a product/finance review — without wading through a long explainer. The skill is explicit that it is not a teaching tool: it is optimized for scanning, finding, and applying, and it defers detailed calculation guidance and worked examples to related deep-dive skills such as saas-revenue-growth-metrics and saas-economics-efficiency-metrics.
At its core is a single reference table organizing metrics into four families: Revenue & Growth (revenue, ARPU, ARPA, ACV, MRR/ARR, churn, NRR, expansion, quick ratio), Unit Economics (CAC, LTV, LTV:CAC, payback, gross/contribution margin), Capital Efficiency (burn rate, runway, OpEx, net income), and Efficiency Ratios (Rule of 40, magic number, operating leverage). For each metric it gives the formula, what it measures, a good benchmark, and a red flag to watch for — for example NRR >120% as excellent, payback under 12 months as great, or a quick ratio under 2 signalling a leaky bucket. It also accepts your numbers inline to apply a formula immediately.
It targets product managers, founders, and finance-minded operators who need quick, defensible reference points when evaluating decisions or spotting warning signs. Typical use cases include checking a formula mid-analysis, confirming whether a value (like a 1.7 burn multiple) is healthy for a given stage, or refreshing benchmarks before a business review.
FAQ
What does this skill actually give me?
For any named SaaS metric it returns the formula, what it measures, a healthy benchmark, and a red-flag threshold, drawn from a single consolidated reference table covering revenue, unit economics, capital efficiency, and efficiency ratios.
Can it do the calculation with my own numbers?
Yes. The skill notes it works best when you name the metric, but you can also supply your figures and it will apply the formula on the spot.
Is this a good way to learn these metrics from scratch?
No. It explicitly states it is a cheat sheet, not a teaching tool. For first-time learning, detailed calculations, examples, and common pitfalls, it points you to the related deep-dive skills.
What if I invoke it without naming a metric?
That works too — it will ask which metric family you're working in (revenue, retention, efficiency, or capital) and scan from there.
Where do the benchmarks apply?
The benchmarks are SaaS-oriented and often segmented by stage or company size (SMB/Mid/Enterprise), so treat them as directional reference points rather than absolute rules.
Install finance-metrics-quickref
Quick Setup:
- Copy the skill folder to
.claude/skills/ - Claude will automatically detect and use the skill
Repository
deanpeters/product-manager-skills