Monthly SaaS health review checklist
Work through revenue, retention, support, and cost metrics once a month to catch problems before they compound. Each task has an optional note field for the actual number or a link to the dashboard you pulled it from — check items off as you review them, then export the whole review (with your notes) to a branded PDF or a CSV for your team.
Frequently asked questions
How often should I actually run this review?
Monthly, on a fixed recurring day (e.g. the first Monday after your books close) so the habit sticks and you can compare month-over-month rather than at inconsistent intervals. Some fast-growing or early-stage SaaS teams run a lighter version weekly, focusing just on MRR movement and support backlog, and save the full review for month-end.
What if I don't have all these metrics set up yet?
Use the note field to record what's missing instead of skipping the item silently — for example, "no CSAT tool yet, added to Q3 backlog." The point of a recurring health review is as much about surfacing gaps in your reporting as it is about the numbers themselves; a checklist item that's consistently impossible to complete is a signal you're missing infrastructure, not that the item is unimportant.
Why break churn out by cohort instead of just one overall rate?
A blended churn rate can hide serious problems — a bad cohort (e.g. customers acquired through a specific channel or during a pricing experiment) can churn at 3-4x your average rate while your overall number still looks fine. Reviewing churn by signup cohort each month catches these problems while there's still time to fix the acquisition source or onboarding flow causing them, rather than months later when the damage is already baked into your ARR.
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