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The tutorial on metrics and dashboards for SaaS companies guides viewers on customizing a template effectively. The presenter emphasizes that the customization process is straightforward. Key components include a "mapping" sheet where users need to update the month they wish to display data for, covering a span from June 2019 to June 2021, including projections. Maintaining prior month data is crucial for effective visualization and analyzing growth rates. Additionally, users are instructed to update specific business information to enhance the template's functionality. Overall, the video aims to simplify the customization process for more effective data management.