Agent skill

SaaS Finance Metrics Quick Reference

by deanpeters in deanpeters/Product-Manager-Skills

Looks up SaaS finance metric definitions, formulas, benchmarks and red flags on demand, organized into revenue, unit economics, capital efficiency and efficiency ratios.

Custom licenceAuto-check passedBusiness, Finance & HR

Install SaaS Finance Metrics Quick Reference

skills CLI
$ npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install deanpeters/Product-Manager-Skills finance-metrics-quickref --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/deanpeters/Product-Manager-Skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/finance-metrics-quickref .claude/skills/finance-metrics-quickref && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
finance-metrics-quickref
GitHub stars
7.2k
Used in
1 other repo
Token cost
~4.1k tokens
SKILL.md length
1,966 words
Files
2
Skills in repo
75
Repo updated
First seen
Licence
Custom licence

At a glance

Looks up SaaS finance metric definitions, formulas, benchmarks and red flags on demand, organized into revenue, unit economics, capital efficiency and efficiency ratios.

  • Works in 4 steps: Revenue & Growth — Top-line money… → Unit Economics — Customer-level… → Capital Efficiency — Cash management… → …
  • Needing a quick formula or benchmark during a SaaS financial analysis
  • SKILL.md covers Purpose, Input, Key Concepts and Application, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

This is a cheat sheet rather than a teaching tool. You name a metric and get the formula, a benchmark and decision context, and you can also supply your own numbers so the formula is applied on the spot. If you arrive without a specific metric, it asks which family you are working in. Anything passed with the invocation counts as already answered, so it does not ask again.

Metrics sit in four families: revenue and growth (revenue, ARPU, ARPA, MRR and ARR, churn, NRR, expansion), unit economics (CAC, LTV, payback, margins), capital efficiency (burn rate, runway, OpEx, net income) and efficiency ratios (Rule of 40, magic number). A master table gives each metric's formula, meaning, a good benchmark and a red flag. For detailed calculations or learning the metrics, it points to the saas-revenue-growth-metrics and saas-economics-efficiency-metrics skills. The excerpt is cut off inside the table.

When your agent uses it

  • Needing a quick formula or benchmark during a SaaS financial analysis
  • Preparing for a board meeting or investor call
  • Checking which metrics matter before a business decision
  • Scanning a set of numbers for financial red flags

Example prompts

  • “Quick ref: burn multiple, with the formula and whether 1.7 is bad for a Series B company.”
  • “Give me the formula and benchmark for net revenue retention.”
  • “Which capital efficiency metrics should I check before our investor call?”
  • “Apply the CAC payback formula to our numbers and tell me if it is a red flag.”

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

  1. Revenue & Growth — Top-line money (revenue, ARPU, ARPA, MRR/ARR, churn, NRR, expansion)
  2. Unit Economics — Customer-level profitability (CAC, LTV, payback, margins)
  3. Capital Efficiency — Cash management (burn rate, runway, OpEx, net income)
  4. Efficiency Ratios — Growth vs. profitability balance (Rule of 40, magic number)

What it can do on your machine

Read from SKILL.md and the folder at commit 1b5a524. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

SaaS Finance Metrics Quick Reference loads about 4.1k tokens when it runs. Until then it costs about 42 tokens; SKILL.md has 1,966 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~42
When it runs · the whole SKILL.md, loaded when a task matches
~4.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 1,966 words (~4,085 tokens).

“Quick reference for any SaaS finance metric without deep teaching. Use this when you need a fast formula lookup, benchmark check, or decision framework reminder. For detailed explanations, calculations, and examples, see the related deep-dive skills.”

— opening of SKILL.md by deanpeters, Custom licence
name
finance-metrics-quickref
argument-hint
[metric name]
intent
Quick reference for any SaaS finance metric without deep teaching. Use this when you need a fast formula lookup, benchmark check, or decision framework…
type
component
best_for
Quick metric lookups during product or finance reviews, Checking formulas and benchmarks without reading a long explainer, Refreshing decision rules for…
scenarios
What is the formula for NRR and what is a good benchmark?, Give me a quick reference for CAC payback and Rule of 40, I need a fast SaaS metrics cheat sheet…
theme
finance-metrics
estimated_time
5-10 min

Read the full SKILL.md on GitHub

Files

SKILL.md and 1 other file in skills/finance-metrics-quickref of deanpeters/Product-Manager-Skills.

  • SKILL.md
  • template.md

Open the folder on GitHubat commit 1b5a524

Used in 1 other repository

We found 1 copy of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in deanpeters/Product-Manager-Skills, which our catalogue first saw on October 7, 2026.

Compare with similar skills

SaaS Finance Metrics Quick Reference next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

SaaS Finance Metrics Quick Reference compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
SaaS Finance Metrics Quick Reference this skilldeanpeters/Product-Manager-Skills7.2k1 repos~4.1kAutomated safety check: PassCustom licence
Analytics Strategyrampstackco/claude-skills941—~2.4kAutomated safety check: PassMIT
Startup Metrics Frameworkwshobson/agents40k—~2.5kAutomated safety check: PassMIT
Goals And Kpissocial-media-skills/skills128—~1.4kAutomated safety check: PassMIT
Kpi Frameworkericrisco/rsc-harness174—~2.9kAutomated safety check: PassMIT
Kpi Tree Builderrevfactory/harness-1001.3k—~655Automated safety check: PassApache-2.0

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Questions about SaaS Finance Metrics Quick Reference

What does SaaS Finance Metrics Quick Reference do?

Looks up SaaS finance metric definitions, formulas, benchmarks and red flags on demand, organized into revenue, unit economics, capital efficiency and efficiency ratios. This is a cheat sheet rather than a teaching tool. You name a metric and get the formula, a benchmark and decision context, and you can also supply your own numbers so the formula is applied on the spot.

When should I use SaaS Finance Metrics Quick Reference?

SaaS Finance Metrics Quick Reference fits situations like: needing a quick formula or benchmark during a SaaS financial analysis; preparing for a board meeting or investor call; checking which metrics matter before a business decision; scanning a set of numbers for financial red flags.

How do I install SaaS Finance Metrics Quick Reference in Claude Code?

Run `npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -a claude-code`. Or copy the skill folder (skills/finance-metrics-quickref in deanpeters/Product-Manager-Skills) into .claude/skills/finance-metrics-quickref in your project. Claude Code loads it when a task matches its description.

How do I install SaaS Finance Metrics Quick Reference in Codex?

Run `npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -a codex`. Or copy the skill folder (skills/finance-metrics-quickref in deanpeters/Product-Manager-Skills) into .agents/skills/finance-metrics-quickref in your project. Codex loads it when a task matches its description.

Can I use SaaS Finance Metrics Quick Reference in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/finance-metrics-quickref, .gemini/skills/finance-metrics-quickref, .github/skills/finance-metrics-quickref and .opencode/skills/finance-metrics-quickref in your project.

What does SaaS Finance Metrics Quick Reference need to run?

SKILL.md names no scripts, command-line tools or credentials: SaaS Finance Metrics Quick Reference is instructions for the agent only.

Does SaaS Finance Metrics Quick Reference access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is SaaS Finance Metrics Quick Reference safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does SaaS Finance Metrics Quick Reference use?

SaaS Finance Metrics Quick Reference has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.

How many tokens does SaaS Finance Metrics Quick Reference use?

About 4.1k tokens (SKILL.md is roughly 16k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to SaaS Finance Metrics Quick Reference?

Skills that share tags, products or a category with SaaS Finance Metrics Quick Reference: Analytics Strategy (rampstackco/claude-skills, 941 stars), Startup Metrics Framework (wshobson/agents, 40k stars), Goals And Kpis (social-media-skills/skills, 128 stars) and Kpi Framework (ericrisco/rsc-harness, 174 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains SaaS Finance Metrics Quick Reference?

deanpeters (a GitHub user) maintains it in deanpeters/Product-Manager-Skills, which has 7,209 GitHub stars. The repository holds 75 skills in this directory. The repository was last updated on September 1, 2026.

Source: deanpeters/Product-Manager-Skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.