Overview

Reactive PublishingModern SaaS finance teams need more than static spreadsheets. They need clear metrics, reliable models, automated dashboards, and board-ready reporting systems that connect revenue, churn, cash flow, and growth into one coherent financial view. SaaS CFO Metrics with Excel and Power BI is a practical guide for finance professionals, founders, CFOs, analysts, and operators who want to build better subscription finance systems using familiar business tools. The book explains how to model recurring revenue, analyze churn, structure cohort reporting, forecast cash flow, and present SaaS performance in a way that supports better planning and executive decision-making. Inside, readers will learn how to work with core SaaS metrics such as ARR, MRR, churn, retention, expansion revenue, customer cohorts, CAC, LTV, payback periods, gross margin, and cash runway. The book also shows how Excel and Power BI can be used together to create scalable financial models, KPI dashboards, and reporting workflows for subscription-based businesses. Rather than treating SaaS finance as a collection of disconnected metrics, this book presents a structured approach to building a finance operating system for recurring revenue companies. It covers the logic behind the numbers, the modeling techniques behind the forecasts, and the reporting structure needed to communicate performance to leadership teams, investors, and boards. Designed for practical use, this guide helps readers connect financial planning, subscription analytics, and executive reporting into a single decision-making framework. Topics covered include: SaaS revenue modeling ARR and MRR analysis Churn and retention metrics Cohort-based reporting Cash flow forecasting Unit economics Board reporting Excel financial models Power BI dashboards Subscription finance workflows SaaS CFO Metrics with Excel and Power BI is for anyone who wants to understand, model, and report the financial engine of a subscription business with greater clarity and control.

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