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Create a PDF SaaS Metrics Report Template by ChartMogul Template

Create a PDF SaaS Metrics Report Template by ChartMogul Template

Aug 6th, 2022

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How to Create a PDF SaaS Metrics Report Template by ChartMogul Template

4.9 out of 5

35 votes

The tutorial introduces a template for metrics and dashboards specifically designed for software as a service (SaaS) companies. The presenter outlines the simple steps required for customization. The template includes a "mapping" sheet where users need to input the desired month for data display, covering 24 months from June 2019 to June 2021, including projections. Maintaining the prior month's data is emphasized as crucial for effective data visualization and growth rate analysis. Additionally, users are instructed to update the template with their specific business information to tailor it to their needs.

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