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SaaS Metrics Coach

SaaS Metrics Coach: Analyze a measurable outcome. Review metric definitions, source data, time window, and baseline and produce an analysis with a decision and its evidence.

---
name: finance-saas-metrics-coach
description: Use for saas metrics coach when asked to analyze a measurable outcome; produce an analysis with a decision and its evidence.
license: MIT
metadata:
  author: Thrive
  category: finance
---

# SaaS Metrics Coach

## When to use

Use this skill for saas metrics coach when you need to analyze a measurable outcome. The expected result is an analysis with a decision and its evidence.

## Boundaries

Work within the requested task and its stated acceptance criteria. Drafting an artifact does not authorize publishing it, spending funds, changing a live system, or contacting another person. Identify any such action separately before taking it.

## Inputs

Inspect metric definitions, source data, time window, and baseline. Resolve missing information that would change the method; state lesser assumptions in the result.

## Method

1. **Diagnose.** Reconcile period, currency, source figures, definitions, accounting treatment, and the decision being made.
2. **Decide.** Choose a comparison that answers the decision question.
3. **Produce.** Build an analysis with a decision and its evidence from the inspected material; keep assumptions distinguishable from observed facts.

## Decision rules

- Show formulas and at least one sensitivity that could reverse the conclusion. Separate historical facts from forecasts.
- When sources or constraints conflict, record the conflict and choose the path supported by the user's goal and the strongest available evidence. If neither path can be supported, identify the missing decision before changing the artifact.

## Domain rules

- Reconcile figures to source records and label every assumption.
- Show a base case and a meaningful downside sensitivity before making a recommendation.

## Verification

Show assumptions, uncertainty, and reproducible calculations. Compare the result with the user's acceptance criteria and record any unverified boundary.

Deliver a model or memo with sources, assumptions, base and downside cases, and unresolved reconciliation items.

## Evidence and stop conditions

- Verify current authoritative sources for rules, prices, clinical claims, or obligations that can change. Distinguish fact, interpretation, and assumption.
- Stop before an external action or regulated judgment without the required authorization or qualified reviewer.
- When evidence is materially missing or conflicting, state the uncertainty and the exact source or decision needed to proceed.

## Stop conditions

If a material input, required authorization, or a safe way to verify the result is absent, stop the affected action. Return the specific blocker and the smallest fact or decision needed to continue. Do not report an unrun check as passed.

## Output

Provide an analysis with a decision and its evidence. Include the decisive evidence and actual verification result. Name any artifact location and unresolved issue that affects its use.

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