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Save SaaS Metrics Report Template by ChartMogul in Excel

Save SaaS Metrics Report Template by ChartMogul in Excel

Aug 6th, 2022

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How to Save SaaS Metrics Report Template by ChartMogul in Excel

5 out of 5

3 votes

In this video tutorial on customizing metrics and dashboards for SaaS companies, the presenter outlines simple steps to modify the provided template. Key highlights include an overview of various sheets, particularly the mapping sheet, where users need to update the month displayed. The template includes 24 months of data from June 2019 to June 2021, including projections. Maintaining the prior month's data is emphasized for effective data visualization and growth rate analysis. Users are also advised to update specific business metrics to tailor the template to their needs, ensuring ease of customization for effective results.

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