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SaaS Finance — Part 3

SaaS Finance, Part 3: Acronyms and Profitability Metrics

The metrics that show up in every SaaS board deck, investor memo, and financial model — defined precisely enough to actually compute them.

Revenue Metrics

MRR (Monthly Recurring Revenue)

Predictable revenue earned each month from subscriptions.

Formula: MRR = Sum of (Monthly Price × Active Subscribers) for all tiers

Professional: 50 customers × \$299/month = \$14,950
Enterprise: 20 customers × \$999/month = \$19,980
Total MRR = \$34,930

For annual plans, divide the annual price by 12 to get the MRR contribution.

ARR (Annual Recurring Revenue)

MRR annualized. The standard metric for SaaS company valuation.

Formula: ARR = MRR × 12

$34,930 MRR × 12 = $419,160 ARR

ACV (Annual Contract Value)

The annualized value of a customer contract.

Formula: ACV = Total Contract Value / Contract Years

3-year contract: \$144,000 total
ACV = \$144,000 / 3 = \$48,000

MRR Components

MetricDefinitionFormula
New MRRFrom new customersNew Customers × Tier Price
Expansion MRRFrom upgradesUpgraded Customers × (New Price - Old Price)
Churned MRRFrom cancellationsChurned Customers × Their Price
Net New MRRTotal changeNew + Expansion - Churned

Margin Metrics

Gross Margin %

Percentage of revenue retained after COGS.

Formula: Gross Margin = (Revenue - COGS) / Revenue × 100

RangeAssessment
Below 60%Concerning
60-70%Acceptable for ML/data
70-80%Good
80%+Excellent

Contribution Margin %

Percentage of revenue retained after COGS and variable costs.

Formula: Contribution Margin = (Revenue - COGS - Variable Costs) / Revenue × 100

If negative, you lose money on every customer — growth makes losses worse.

RangeAssessment
NegativeUnsustainable
0-30%Thin
30-50%Acceptable
50%+Strong

EBIT Margin % / EBITDA Margin %

Formulas:

  • EBIT Margin = EBIT / Revenue × 100
  • EBITDA Margin = EBITDA / Revenue × 100

EBITDA ≈ EBIT for asset-light SaaS (D&A is small).

RangeAssessment
NegativePre-profitability (normal early)
0-10%Breakeven
10-20%Healthy
20%+Strong

Customer Metrics

Churn Rate

Percentage of customers lost per period.

Formula: Churn Rate = Churned Customers / Starting Customers × 100

SegmentMonthlyAnnual
SMB3-5%30-45%
Mid-market1-2%12-22%
Enterprise0.5-1%6-12%

Net Revenue Retention (NRR)

Revenue retained from existing customers, including expansion. This is the metric that tells you whether your installed base is growing or shrinking independent of new sales.

Formula: NRR = (Starting MRR + Expansion - Contraction - Churn) / Starting MRR × 100

NRRAssessment
Under 100%Shrinking base
100-110%Stable
110-130%Strong
130%+Exceptional

NRR above 100% means your existing customers are spending more over time — even if you stopped acquiring new customers, revenue would grow. This is the strongest signal of product-market fit an investor can find.