SaaS Financial Health Assessment Form

SaaS Financial Health Assessment Form
Evaluate your SaaS business’s financial health by answering the questions below. This assessment helps you gain insights into key financial metrics and performance indicators.
What is your company’s current Annual Recurring Revenue (ARR) range?
Please rate the following financial metrics for your business (1 = Poor, 5 = Excellent):
Rows 1 2 3 4 5
Revenue Growth Rate
Gross Margin
Customer Churn Rate
Net Revenue Retention
Cash Runway
What is your current monthly burn rate?
How many months of cash runway do you currently have?
What is your current customer churn rate?
How confident are you in your business’s current financial planning?

1
2
3
4
5
1 is Not confident, 5 is Very confident
What is your primary financial objective for the next 12 months?
Other
Do you track key SaaS financial metrics regularly (e.g., MRR, CAC, LTV, churn)?
What is your company’s current gross margin?
Please share any additional comments or context about your financial health (optional).
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