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SaaS Metrics Fundamentals for Managers, Founders & Investors (Udemy.com)

The Most Comprehensive Course on SaaS Metrics: Bookings, ARR, Churn, Retention, LTV, CAC, Unit Economics and Dashboard

Created by: Jimmy Chim

Last updated February 2023

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What you will learn

  • Measure and Track the Right SaaS Metrics **FREE DASHBOARD TEMPLATE INCLUDED**
  • Articulate the SaaS Business Model
  • Analyze SaaS Business Trends
  • Interpret SaaS Metrics Performance and Discuss Meaning and Implications
  • Draw Insights and Conclusions from SaaS Metrics Performance
  • Break down ARR Momentum Trends: New, Expansion, Downsell and Churn
  • Present SaaS Metrics in a Beautiful Dashboard that Tells the Story
  • Answer Questions at your Next SaaS Company Interview
  • Bookings (TCV/ACV)
  • Annual Recurring Revenue (ARR)
  • Revenue
  • Retention and Churn Rates (Customer vs Dollar-Based, Gross vs Net)
  • Renewal Rates
  • Cohort Analysis
  • Customer Life Time Value (LTV)
  • Customer Acquisition Cost (CAC) and CAC Payback Period
  • LTV/CAC Ratio
  • SaaS Magic Number
  • SaaS Financial Model
  • Profitability, Gross/Operating/Free Cash Flow Margin
  • Rule of 40

How it compares

Against the other 1,210 rated Udemy courses in Business on CourseDuck:

  • Rating4.8 out of 5higher than 97% of them
  • Reviews2,023#299 of 1,211 by number of reviews
  • Length2.6 hoursshorter than 54% of them
  • Last updatedFebruary 2023earlier than 80% of them

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Course Description

THE MOST COMPREHENSIVE COURSE ON SAAS METRICS AND SAAS BUSINESS MANAGEMENT ON THE MARKET TODAY!


2022 Updates

  • All Course Notes in One Downloadable PDF (close to 200 pages!): Lecture presentation slides for all the lessons are now available for download in one single PDF. This is a great reference tool for you to review the course materials anytime in the future. Access the resource in the last section of the course.

  • New 1-Pager SaaS Metrics Cheat Sheet: I created this cheatsheet so you have all the key metrics and their formula all in one place! Access the resource in the last section of the course.


  • New Quizzes and Assignments: 7 quizzes and assignments have been added/refreshed in various sections of the course.

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Are you:

  • Working at a SaaS company, but you secretly don’t understand SaaS metrics?

  • Confused by terms such as bookings, revenue, ARR, retention rate, and unit economics?

  • Looking for a career opportunity at a software company and you need to impress your interviewer with a solid understanding of SaaS?

If any of these applies, then you have come to the right place!

This SaaS Metrics Fundamentals course will give you the right tools and skills to be successful.

My name is Jimmy, and I have over 10 years of consulting, strategy and finance experience in technology companies in Silicon Valley.

If your professional work is related to software, whether you are a company founder, a sales executive, product manager, a financial analyst, a business leader, a product manager, or an investor, you will need to how to measure and analyze a SaaS business with the right metrics.

The most valuable software enterprises today are SaaS companies. With the number of job opportunities at these companies, mastering SaaS metrics is going to be immensely valuable for your careers.

The course starts with the basics of the SaaS business model, take you through the metrics to measure business growth, product stickiness, unit economics and financial performance.

Ultimately, you will be able to impress your team with a metrics dashboard and presentations that tell the right story.

This course is packed with the following to enhance your learning:

  • High quality videos

  • Tutorials/Demos

  • Real life examples

  • Quizzes

  • Articles

  • Cheatsheets

All the beautiful spreadsheets and dashboards are included for free so you can save hours of your time and make these tables and charts your own in a matter of minutes.

By the end of the course, you will be able to:

  • Measure the right SaaS metrics

  • Analyze trends from metrics performance,

  • Articulate its meaning at your next meeting.

  • Know more than your colleagues

  • Take your career to the next level.

So are you ready to take your career at a SaaS company to the next level? If so, jump in, and I will see you in the course!

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Course Content

Overview

  • Course Intro

  • SaaS Business Model

Business Growth

  • Bookings: TCV, ACV, Contract Term

  • Bookings: Offer Type

  • Bookings: New vs Renewal

  • TCV/ACV vs ARR/MRR

  • Revenue

  • ARR Analysis

Product Stickiness

  • Churn: What and Why?

  • Retention / Churn Rates I - Intro and Count Based

  • Retention / Churn Rates II - Dollar Based

  • Renewal rate

  • Cohort analysis

Unit Economics

  • Unit Economics

  • Customer Life Time (LTV)

  • Customer Acquisition Cost (CAC) and Payback Period

  • LTV / CAC

  • SaaS magic number

P&L Metrics

  • P&L Financial Model Walkthrough:

  • Profitability (Gross Margin, Operating Margin and Free Cash Flow Margin)

  • Rule of 40

SaaS Metrics Dashboard

  • SaaS Metrics Dashboard Output

  • Make your own Metrics Dashboard


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Instructor Details

Jimmy Chim

Built on 10+ years of finance, consulting and strategy experience working in Silicon Valley, my courses are focused on:

· SaaS / Software Business Strategy & Operations Management

· Data Analytics

· Microsoft Excel / Google Sheet

· Microsoft PowerPoint / Google Slides

· Cloud Financial Management

My approach is to make complex topics simple to understand, and teach through real life examples so you can apply the skills on your job.


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Reviews

4.8

2,023 ratings on Udemy

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By Kris Uguccioni on 7/28/2026

Delivered the exact fundamental explanation of the saas related metrics and concepts that everyone talks about, but no one stops to explain. Easy to get through and the templates and content are extremely helpful

By Leena Rahman on 6/16/2026

As a Product Manager in the public sector with limited understanding of SaaS metrics, this was a really great introductory overview which was easy to follow and very applicable to real-life scenarios. Loved the examples to help us learn throughout.

By Shubham Jain on 4/26/2026

Yes, the course was amazing to understand the basics of SaaS core business model & metrics used. Very helpful !!!. Would like to see the extended version of this course likely functioning as a FP&A professional.

By Udemy User on 2/24/2026

This course has opened my eyes to the calculation of retention, for Gross and Net. it indeed proves the real picture of how well a company is doing in retaining existing and growing customer base. Calculation of Gross and Net Retention requires recognition and unrecognition of Expansion and New clients

By Vijay on 7/25/2025

Very good course and it has all the coverage of all the required details needed for understanding of SaaS metrics, and these days everyone is moving towards Cloud based Infrastructure kind from the old way of doing On-Premise / Perpetual way of things to Cloud IaaS > PaaS > SaaS, SaaS being "The North Star" kind and it's very useful to know all the kinds of metrics which needs to be considered for SaaS way of doing business. And this business model is "The most Successive" in the market, and Jimmy Chim has covered all this in his course very nicely done Thanks, Vijay

By Jun Gilliam on 8/1/2024

The course incorporates real-life examples from multiple SaaS companies to help learners better understand some of the concepts and how to interpret them. I especially like the Google sheet provided in the end with built-in formula to create your own metrics.

By Sudhir Setia on 5/15/2022

Jimmy is a great teacher with fantastic presentation skills. It was very easy for me to follow the course. Also, he has chosen some great examples of current SaaS companies to illustrate the concepts.

By Anonymized User on 1/22/2022

The course is very helpful and contains lots of useful information. What I especially liked is that all the metrics, calculations, visualizations on the graphs are explained in a simple way with the concrete examples which makes the learning process effective.

By Wanda Flores Nogales on 7/25/2021

this course was engaging and easy to follow along. Case studies where very helpful and concepts well laid out on slides. The only thing it was not touched that I think it would be useful to cover is Marginal CAC for SAAS and how to draw the Optimum CAC for target CLTV

By Anonymized User on 7/12/2021

I like the simplicity of the presented material, everything is pretty clear from start to end, especially if you have experience or knowledge in finance. Examples support the theory. Also examples of real companies are quite helpful too

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Overall Score : 96 / 100