# finance-metrics-quickref

A quick SaaS finance reference for metric definitions, formulas, benchmarks and decision context during analysis.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 2600 installs · ★ 7673
- Author: deanpeters
- License: CC-BY-SA-4.0 · policy=link-only · description only; the file stays with the author
- Source: https://github.com/deanpeters/Product-Manager-Skills/tree/HEAD/skills/finance-metrics-quickref/SKILL.md
- Updated: 2026-10-16
- HTML: https://affpapa.org/en/nevibecode/skills/finance-metrics-quickref

## What it does

finance-metrics-quickref provides short lookups for SaaS finance metrics: a definition, formula, benchmark and decision context. It covers NRR, CAC, LTV, payback period, burn rate, Rule of 40 and related measures.

Name the metric you need, or provide your figures and have the formula applied to them. The reference groups metrics into revenue and growth, unit economics, capital efficiency, and efficiency ratios.

This skill is a poor fit for detailed calculation guidance because it is built for quick checks during analysis. Use `saas-revenue-growth-metrics` or `saas-economics-efficiency-metrics` when you need a deeper walkthrough.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/finance-metrics-quickref/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/finance-metrics-quickref/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/finance-metrics-quickref/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/finance-metrics-quickref/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install deanpeters/Product-Manager-Skills finance-metrics-quickref
```

2. **Manually: put the files in place**
- File: `.github/skills/finance-metrics-quickref/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/deanpeters/Product-Manager-Skills --path skills/finance-metrics-quickref
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/finance-metrics-quickref/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add deanpeters/Product-Manager-Skills --skill finance-metrics-quickref -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/deanpeters/Product-Manager-Skills/tree/HEAD/skills/finance-metrics-quickref/SKILL.md

## When to use it
- look up an NRR formula
- check a CAC payback benchmark
- spot churn warning signs
- apply a metric formula to supplied figures
- prepare a concise metrics reference for a review

## Example prompts
- Use finance-metrics-quickref: give me the NRR formula and benchmark.
- Check CAC payback: formula, benchmark and warning sign.
- I need a quick Rule of 40 reference for a metrics review.

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From the same set: [deanpeters/product-manager-skills](https://affpapa.org/en/nevibecode/by/deanpeters/product-manager-skills.md) — 73 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md