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Excel SaaS Metrics Report Template by ChartMogul Templates to Download in 2024

Excel SaaS Metrics Report Template by ChartMogul Templates to Download in 2024

Aug 6th, 2022

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How to Excel SaaS Metrics Report Template by ChartMogul Templates to Download in 2024

5 out of 5

47 votes

In this tutorial on metrics and dashboards for Software as a Service (SaaS) companies, the presenter outlines the customization process for a template. The first step involves examining the different sheets included in the template, specifically a mapping sheet. Users are advised to update the month they wish to display, which currently covers data from June 2019 to June 2021, including future projections. Additionally, maintaining the prior month's data is crucial for visualizing various metrics and assessing growth rates. Lastly, users are reminded to update their specific business information into the template for a tailored experience.

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