# Finance Metrics Quickref

Look up SaaS finance metrics, formulas, and benchmarks fast.

- Repository: https://github.com/deanpeters/Product-Manager-Skills (7825 stars)
- Category: Business
- License: see repository
- Last updated: 2026-10-16
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -g -a claude-code -y`
Codex: `npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -g -a codex -y`
Cursor: `npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -g -a cursor -y`
Gemini CLI: `npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add deanpeters/Product-Manager-Skills`

## Description

Look up SaaS finance metrics, formulas, and benchmarks fast. Use when you need a quick metric definition, formula, or benchmark during analysis.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

## Purpose

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.

This is not a teaching tool, it's a cheat sheet optimized for speed. Scan, find, apply.

## Input

**Works best with:** The metric you need, name it and get the formula, benchmark, and decision context.
**Also useful:** Your numbers, if you want the formula applied on the spot.

Anything supplied with the invocation itself, text after the skill name, a pasted context dump, or an appended `ARGUMENTS:` line, counts as answers already given. Use it and skip whatever it covers; don't re-ask.

**Arriving empty-handed? That works too.** Ask for the metric family you're working in (revenue, retention, efficiency, capital) and scan from there.

**Example invocation:** `Quick ref: burn multiple, formula, benchmark, and whether 1.7 is bad for Series B.`

## Key Concepts

### Metric Categories

Metrics are organized into four families:

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)

### When to Use This Skill

**Use this when:**
- You need a quick formula or benchmark
- You're preparing for a board meeting or investor call
- You're evaluating a decision and need to check which metrics matter
- You want to identify red flags quickly

**Don't use this when:**
- You need detailed calculation guidance (use `saas-revenue-growth-metrics` or `saas-economics-efficiency-metrics`)
- You're learning these metrics for the first time (start with deep-dive skills)
- You need examples and common pitfalls (covered in related skills)

The rest: https://github.com/deanpeters/Product-Manager-Skills/blob/HEAD/skills/finance-metrics-quickref/SKILL.md