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Convert SaaS Metrics Report Template by ChartMogul to Excel

Convert SaaS Metrics Report Template by ChartMogul to Excel

Aug 6th, 2022

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How to Convert SaaS Metrics Report Template by ChartMogul to Excel

4.7 out of 5

41 votes

In this tutorial, we will guide you through customizing a metrics and dashboards template specifically designed for Software as a Service (SaaS) companies. The customization process is straightforward. First, familiarize yourself with the various sheets, particularly the "mapping" sheet. Update it with the specific month you want to display; the current example covers data from June 2019 to June 2021, including projections. It’s crucial to maintain data from the prior month as it aids in visualizing data and calculating growth rates. Lastly, ensure to update details pertinent to your business within the template.

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