CHEAT SHEET
The 5 SaaS Metrics Driving Investor Valuations in FY25
Investors are focusing increasingly on companies that are able to balance growth with margin improvements and provide more optionality in their balance sheets.
Do you know the metrics you need to track to show investors what they’re looking for in FY25? If not, this cheat sheet will give you what you need to know now.
The top performance metrics to focus on heading into FY25
Which metrics influence your enterprise valuations and revenue multiples the most and why?
This cheat sheet covers the five key metrics that are having the biggest impact on B2B SaaS valuations in 2025, including:
- Their definitions and what they tell investors about your business
- Easy-to-understand formulas with examples to help you calculate them for your business
- Links to more in-depth content that you can use to learn more and go deeper
- Additional information about each metric to help you better assess your readiness for new investment
You begin by setting the timeline for historical data and forecasts. The model operates on a monthly basis, with the annual figures automatically calculated.
Next, you input assumptions for key metrics like leads, expansion, and income statement assumptions (G&A, S&M, and R&D).
The customer control tab helps you manage customer related information – beginning, new, churned, and ending customers. This is a corkscrew model where the beginning customers of the next month are the ending customers of the previous month.
Add the assumptions for conversion rates for pipeline to MQL, MQL to SQL, and SQL to deals based on your historical data to get new customers acquired per month.
Add assumptions around churn basis customers available to renew every month. This template assumes that you sign annual contracts with your customers. However, you can easily change the forecast formula in case the default one doesn’t work for you.
In the P&L tab you will see your income statement, which includes revenue from customer control, cost of goods sold (COGS), and operating expenses, leading to a final EBITDA calculation.
Finally, in the dashboard tab you can see various charts giving you a clear visual overview of your company’s financial health – ARR waterfall, GRR vs. NRR, and LTV to CAC ratio.
Download the template
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The top 5 metrics in B2B SaaS Enterprise Value creation
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