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intermediate·Finance & FP&A·35 min

SaaS Metrics & ARR Waterfall Builder

An ARR waterfall (new, expansion, contraction, churn) plus NRR/GRR, CAC payback, and Rule of 40.

✓ high confidenceverified 2026-07-07
⬡
Recommended modelClaude Sonnet 5

Fast, structured business output; strong tables and commentary at low cost.

What you need to fill in

[MRR movements by month][S&M spend][growth %, margin]

Tools used

ChatGPTClaude

The prompt

You are a SaaS finance expert. Build my ARR waterfall and core metrics. Paste MRR/ARR movements: [by month: new, expansion, contraction, churn] S&M spend and new ARR: [for CAC payback] Growth % and FCF/EBITDA margin: [for Rule of 40] Please: 1. The ARR waterfall table month by month with ending ARR tie-out 2. NRR and GRR with formulas and a 12-month trend 3. CAC payback and LTV:CAC with stated assumptions 4. Rule of 40 calculation and interpretation 5. The 3 metrics most off-benchmark and what typically drives them
Open in Claude

Try with these tools

claudechatgpt
SaaSARRNRRmetrics

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