Use Case · SaaS founders, CFOs, revenue operations
Best Power BI Visuals for SaaS Metrics
The best Power BI visuals for SaaS metrics — MRR waterfall, ARR cohorts, NRR Sankey, pipeline funnels.
SaaS metrics have a specific visual grammar: MRR / ARR waterfalls show the motion, cohort retention heatmaps show the durability, NRR Sankeys show the expansion/contraction flow, pipeline funnels show future growth. Miss any of these and investors or boards will ask. Native Power BI ships none of them in the right shape.
VizForge generates SaaS-shaped visuals that match investor expectations: the classic Mosaic-style MRR waterfall, GRR and NRR rings, pipeline funnel with weighted values, LTV/CAC bullet. Below is the cut list that works for SaaS board packs.
Recommended visuals
Typical DAX measures
MRR Components
New MRR = CALCULATE( [MRR], Subscriptions[Is New This Period] = TRUE() )
Expansion MRR =
CALCULATE(
[MRR Change],
Subscriptions[Is Existing] = TRUE(),
Subscriptions[MRR Change] > 0
)
Contraction MRR =
CALCULATE(
[MRR Change],
Subscriptions[Is Existing] = TRUE(),
Subscriptions[MRR Change] < 0
)
Churn MRR =
CALCULATE(
-1 * [MRR],
Subscriptions[Churned This Period] = TRUE()
)Net Revenue Retention (NRR)
NRR =
DIVIDE(
[Starting ARR] + [Expansion] - [Contraction] - [Churn ARR],
[Starting ARR]
)CAC Payback Months
CAC Payback Months =
DIVIDE(
[CAC],
[ARPA] * [Gross Margin Percent]
)Example VizForge prompts
Example VizForge prompt
MRR waterfall for the month: starting MRR → New MRR (green) → Expansion MRR (green) → Reactivation MRR (green) → Contraction MRR (red) → Churn MRR (red) → Ending MRR. Label each bar with dollar value and % of starting MRR.
Example VizForge prompt
Cohort retention heatmap: rows = signup month (last 18 months), columns = months-since-signup (0-12), cells = % retained. Two versions side-by-side: Gross (dollar) and Logo (count).
Example VizForge prompt
Sankey diagram: starting ARR at left → four middle nodes (New, Expansion, Contraction, Churn) → ending ARR at right. Label each flow with its dollar amount.
Free plan: 3 visuals per month. No credit card required.
FAQ
Can the waterfall match our ChartMogul / SaaSOptics export?
Yes. Pull the MRR-component data from Power BI (or your SaaS-metrics platform's export) and prompt VizForge with the exact column names. The generated waterfall binds to those fields.
How do I handle annual-contract customers in monthly metrics?
Normalize to ARR-equivalent MRR in your data model (annual contract / 12). VizForge visuals then show a normalized view.
Can I compare actual to plan in the same waterfall?
Yes — prompt for 'two-scenario waterfall with actual bars and plan bars side-by-side per driver'.
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