Data Analysis Journal

Data Analysis Journal

Refresher on Metrics and KPIs - Issue 296

An evergreen guide to the metrics you’ll use for experimentation, analysis, modeling, and forecasting.

Olga Berezovsky's avatar
Olga Berezovsky
Dec 24, 2025
∙ Paid

Today, I’m continuing my December Refresh Series. So far, I’ve covered:

  1. Refresher on Retention

  2. Refresher on Statistics

  3. Refresher on SQL for Data Analysis

  4. Refresher on Experimentation

  5. Refresher on Visualizations (Charts and Dashboards)

To wrap up the year, I have one last refresher - metrics and KPIs.

This one matters most. It’s the area where our stakeholders (product, marketing, finance, customer success, sales, etc.) need the most support.

This should be the BI expertise area, but every stakeholder would disagree. They don’t think it’s hard to come up with the right hypothesis—and if we don’t intervene, everything ends up being measured against revenue or ARPU. 😄

So today, I’m sharing a consolidated list of my favorite evergreen resources on metric definitions, formulas, how to use metrics in practice, and how to build good proxies. I’ve also written a lot about metrics, especially subscription metrics, so I’ll be sharing my own guides as well, marked with a blue circle.

SaaS and Subscriptions

David Skok: SaaS Metrics 2.0 – A Guide to Measuring and Improving what Matters
  • The Ultimate SaaS Metrics Cheat Sheet from Chartmogul

  • All Things on SaaS Metrics from David Skok

  • SaaS Average Free Trial Conversion Rate from userpilot

  • The top 21 metrics for startups to track from Mixpanel.

  • SOMA-B2B-SaaS from Abhi Sivasailam

  • 🔵 Subscriptions reporting: Trials and TTP

  • 🔵 Why Trial Success Rate Is the Hardest KPI To Accurately Report

  • 🔵 Re-Subscribers: Are Your Customers Coming Back?

  • 🔵Subscription Upgrades and Downgrades: A Deep Dive into B2C vs. SaaS Reporting

LTV and CAC

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