SaaS Startup Operating System
Founders running a small subscription software product
Customers, roadmap, support tickets and monthly metrics for a software startup.
Use this templateSaaS Startup Operating System
The company's operating view in one place: customers and their renewal dates, the roadmap and who asked for what, support tickets and the monthly numbers. Start every Monday with the Dashboard and the At risk view. Log a ticket the moment a customer asks, and link it to the roadmap item it is about.
Dashboard
Weekly review
Customer health playbook
Prioritizing the roadmap
Customers
Every account with its plan, monthly revenue, health and renewal date.
| Customer | Status | Plan | Monthly revenue (USD) | Seats | Signed up on | Renews on |
|---|---|---|---|---|---|---|
| Harbor Physio Group | Active | $420 | 14 | Aug 25, 2025 | Oct 30, 2026 | |
| Fernhill Cleaning Co | Active | $120 | 6 | Dec 23, 2025 | Dec 24, 2026 | |
| Lumen Dental Studio | At risk | $150 | 8 | Feb 11, 2026 | Oct 19, 2026 | |
| Oakline Landscaping | Active | $40 | 2 | Aug 20, 2026 | Nov 18, 2026 | |
| Pinecrest Tutoring | Trial | $0 | 5 | Oct 10, 2026 | Oct 24, 2026 | |
| Brightside Salon | Active | $90 | 5 | Apr 22, 2026 | Oct 22, 2026 | |
| Riverside Vet Clinic | At risk | $360 | 12 | Jun 6, 2025 | Oct 15, 2026 | |
| Copperkettle Catering | Active | $35 | 2 | Jul 21, 2026 | Dec 18, 2026 |
Support tickets
Questions, bugs and feature requests from customers, each tied to the customer and, where it applies, to a roadmap item.
| Support ticket | Customer | Roadmap item | Kind | Status | Priority | Reply by |
|---|---|---|---|---|---|---|
| Shifts do not repeat weekly | Harbor Physio Group | Recurring shifts | In progress | Oct 20, 7:00 PM | ||
| Export invoices to our accounting tool | Harbor Physio Group | Invoice export | New | Oct 20, 12:00 AM | ||
| Reminder text sent twice | Lumen Dental Studio | — | New | Oct 19, 12:00 AM | ||
| Cannot add a new teammate | Oakline Landscaping | — | Waiting on customer | Oct 21, 7:00 PM | ||
| Sync with our calendar | Brightside Salon | Calendar sync, two-way | New | Oct 22, 7:00 PM | ||
| Change plan to Business | Fernhill Cleaning Co | — | In progress | Oct 19, 7:00 PM | ||
| Need swap shifts on phone | Riverside Vet Clinic | Mobile shift swap | New | Oct 17, 7:00 PM | ||
| How do I set a holiday? | Pinecrest Tutoring | — | New | Oct 23, 7:00 PM |
Roadmap
Everything the team might build, with its stage, target date and how many customers asked for it.
| Roadmap item | Status | Area | Size | Target date | Shipped on | Owner |
|---|---|---|---|---|---|---|
| Recurring shifts | In build | Oct 25, 2026 | — | Oluwaseun Brandt | ||
| Calendar sync, two-way | Planned | Nov 18, 2026 | — | Oluwaseun Brandt | ||
| Invoice export | In build | Oct 19, 2026 | — | Priyanka Vandenberg-Okoye | ||
| Mobile shift swap | Planned | Dec 3, 2026 | — | Magnus Eriksen-Patel | ||
| Team time-off request | Idea | Oct 16, 2026 | — | Priyanka Vandenberg-Okoye | ||
| Weekly hours report | Planned | Oct 22, 2026 | — | Magnus Eriksen-Patel | ||
| Role permissions | Idea | Dec 18, 2026 | — | Oluwaseun Brandt | ||
| Text message reminders | Shipped | Sep 4, 2026 | Sep 9, 2026 | Magnus Eriksen-Patel |
Monthly metrics
One row per month for recurring revenue, new and churned accounts and cash.
| Month | Month starting | Revenue at month end (USD) | New accounts | Lost accounts | Monthly spend (USD) | Trend |
|---|---|---|---|---|---|---|
| Launch month | Apr 22, 2026 | $6,100 | 9 | 2 | $210,000 | |
| Pricing change month | May 22, 2026 | $6,800 | 10 | 3 | $198,000 | |
| Conference month | Jun 21, 2026 | $7,200 | 6 | 2 | $187,000 | |
| Holiday slowdown | Jul 21, 2026 | $7,300 | 5 | 4 | $176,000 | |
| Text reminders release | Aug 20, 2026 | $8,100 | 11 | 2 | $168,000 | |
| Best month so far | Sep 19, 2026 | $8,500 | 7 | 3 | $155,000 |
The business at a glance. Charts read the live tables.
| Customer | Status | Plan | Monthly revenue (USD) | Seats | Signed up on | Renews on |
|---|---|---|---|---|---|---|
| Harbor Physio Group | Active | $420 | 14 | Aug 25, 2025 | Oct 30, 2026 | |
| Fernhill Cleaning Co | Active | $120 | 6 | Dec 23, 2025 | Dec 24, 2026 | |
| Lumen Dental Studio | At risk | $150 | 8 | Feb 11, 2026 | Oct 19, 2026 | |
| Oakline Landscaping | Active | $40 | 2 | Aug 20, 2026 | Nov 18, 2026 | |
| Pinecrest Tutoring | Trial | $0 | 5 | Oct 10, 2026 | Oct 24, 2026 | |
| Brightside Salon | Active | $90 | 5 | Apr 22, 2026 | Oct 22, 2026 | |
| Riverside Vet Clinic | At risk | $360 | 12 | Jun 6, 2025 | Oct 15, 2026 | |
| Copperkettle Catering | Active | $35 | 2 | Jul 21, 2026 | Dec 18, 2026 |
| Customer | Status | Plan | Monthly revenue (USD) | Seats | Signed up on | Renews on |
|---|---|---|---|---|---|---|
| Harbor Physio Group | Active | $420 | 14 | Aug 25, 2025 | Oct 30, 2026 | |
| Fernhill Cleaning Co | Active | $120 | 6 | Dec 23, 2025 | Dec 24, 2026 | |
| Lumen Dental Studio | At risk | $150 | 8 | Feb 11, 2026 | Oct 19, 2026 | |
| Oakline Landscaping | Active | $40 | 2 | Aug 20, 2026 | Nov 18, 2026 | |
| Pinecrest Tutoring | Trial | $0 | 5 | Oct 10, 2026 | Oct 24, 2026 | |
| Brightside Salon | Active | $90 | 5 | Apr 22, 2026 | Oct 22, 2026 | |
| Riverside Vet Clinic | At risk | $360 | 12 | Jun 6, 2025 | Oct 15, 2026 | |
| Copperkettle Catering | Active | $35 | 2 | Jul 21, 2026 | Dec 18, 2026 |
| Support ticket | Customer | Roadmap item | Kind | Status | Priority | Reply by |
|---|---|---|---|---|---|---|
| Shifts do not repeat weekly | Harbor Physio Group | Recurring shifts | In progress | Oct 20, 7:00 PM | ||
| Export invoices to our accounting tool | Harbor Physio Group | Invoice export | New | Oct 20, 12:00 AM | ||
| Reminder text sent twice | Lumen Dental Studio | — | New | Oct 19, 12:00 AM | ||
| Cannot add a new teammate | Oakline Landscaping | — | Waiting on customer | Oct 21, 7:00 PM | ||
| Sync with our calendar | Brightside Salon | Calendar sync, two-way | New | Oct 22, 7:00 PM | ||
| Change plan to Business | Fernhill Cleaning Co | — | In progress | Oct 19, 7:00 PM | ||
| Need swap shifts on phone | Riverside Vet Clinic | Mobile shift swap | New | Oct 17, 7:00 PM | ||
| How do I set a holiday? | Pinecrest Tutoring | — | New | Oct 23, 7:00 PM |
| Month | Month starting | Revenue at month end (USD) | New accounts | Lost accounts | Monthly spend (USD) | Trend |
|---|---|---|---|---|---|---|
| Launch month | Apr 22, 2026 | $6,100 | 9 | 2 | $210,000 | |
| Pricing change month | May 22, 2026 | $6,800 | 10 | 3 | $198,000 | |
| Conference month | Jun 21, 2026 | $7,200 | 6 | 2 | $187,000 | |
| Holiday slowdown | Jul 21, 2026 | $7,300 | 5 | 4 | $176,000 | |
| Text reminders release | Aug 20, 2026 | $8,100 | 11 | 2 | $168,000 | |
| Best month so far | Sep 19, 2026 | $8,500 | 7 | 3 | $155,000 |
Renewing in the next 14 days
| Customer | Status | Plan | Monthly revenue (USD) | Seats | Signed up on | Renews on |
|---|---|---|---|---|---|---|
| Harbor Physio Group | Active | $420 | 14 | Aug 25, 2025 | Oct 30, 2026 | |
| Fernhill Cleaning Co | Active | $120 | 6 | Dec 23, 2025 | Dec 24, 2026 | |
| Lumen Dental Studio | At risk | $150 | 8 | Feb 11, 2026 | Oct 19, 2026 | |
| Oakline Landscaping | Active | $40 | 2 | Aug 20, 2026 | Nov 18, 2026 | |
| Pinecrest Tutoring | Trial | $0 | 5 | Oct 10, 2026 | Oct 24, 2026 | |
| Brightside Salon | Active | $90 | 5 | Apr 22, 2026 | Oct 22, 2026 | |
| Riverside Vet Clinic | At risk | $360 | 12 | Jun 6, 2025 | Oct 15, 2026 | |
| Copperkettle Catering | Active | $35 | 2 | Jul 21, 2026 | Dec 18, 2026 |
Tickets waiting on us
| Support ticket | Customer | Roadmap item | Kind | Status | Priority | Reply by |
|---|---|---|---|---|---|---|
| Shifts do not repeat weekly | Harbor Physio Group | Recurring shifts | In progress | Oct 20, 7:00 PM | ||
| Export invoices to our accounting tool | Harbor Physio Group | Invoice export | New | Oct 20, 12:00 AM | ||
| Reminder text sent twice | Lumen Dental Studio | — | New | Oct 19, 12:00 AM | ||
| Cannot add a new teammate | Oakline Landscaping | — | Waiting on customer | Oct 21, 7:00 PM | ||
| Sync with our calendar | Brightside Salon | Calendar sync, two-way | New | Oct 22, 7:00 PM | ||
| Change plan to Business | Fernhill Cleaning Co | — | In progress | Oct 19, 7:00 PM | ||
| Need swap shifts on phone | Riverside Vet Clinic | Mobile shift swap | New | Oct 17, 7:00 PM | ||
| How do I set a holiday? | Pinecrest Tutoring | — | New | Oct 23, 7:00 PM |
Roadmap items in build
| Roadmap item | Status | Area | Size | Target date | Shipped on | Owner |
|---|---|---|---|---|---|---|
| Recurring shifts | In build | Oct 25, 2026 | — | Oluwaseun Brandt | ||
| Calendar sync, two-way | Planned | Nov 18, 2026 | — | Oluwaseun Brandt | ||
| Invoice export | In build | Oct 19, 2026 | — | Priyanka Vandenberg-Okoye | ||
| Mobile shift swap | Planned | Dec 3, 2026 | — | Magnus Eriksen-Patel | ||
| Team time-off request | Idea | Oct 16, 2026 | — | Priyanka Vandenberg-Okoye | ||
| Weekly hours report | Planned | Oct 22, 2026 | — | Magnus Eriksen-Patel | ||
| Role permissions | Idea | Dec 18, 2026 | — | Oluwaseun Brandt | ||
| Text message reminders | Shipped | Sep 4, 2026 | Sep 9, 2026 | Magnus Eriksen-Patel |
How to read the numbers
Thirty minutes every Monday keeps a small company honest. Same agenda, same order.
Agenda
Metrics: open the Dashboard and read last month's row aloud.
Customers: walk through At risk and Renewing in the next 14 days.
Support: any ticket older than two days and anything marked High.
Roadmap: what shipped, what is in build, what is stuck.
Decisions: write each decision in the weekly notes with an owner and date.
Rules
No new roadmap items added during the review.
Anything over 5 minutes of discussion becomes its own meeting.
The meeting ends with three things nobody has to ask about again.
Churn rarely arrives as a surprise. The signals are usually there weeks before the cancellation email.
Signals of trouble
When a customer cancels
Press Flag at risk early, not after the email.
Ask what would have changed their mind and write it on the customer row.
Thank them and leave the door open.
A roadmap is a list of bets, ranked. The ranking should be something you can defend in two sentences.
Questions to ask
How many customers asked, and how much revenue do they represent?
Does it make the next sale easier?
How big is it, honestly?
What do we stop doing to make room?
Process
Link every request ticket to a roadmap item.
Review asks and size each month.
Move items to Planned only when someone owns them.
Tell the customers who asked when it ships.
What's inside
5 tables · 24 views · 1 form · 10 row actions · 1 agent5 pages
- SaaS Startup Operating System
- Dashboard
- Weekly review
- Customer health playbook
- Prioritizing the roadmap
4 tables
- Customers7 views · 10 sample rows
- Support tickets8 views · 11 sample rows
- Roadmap7 views · 9 sample rows
- Monthly metrics2 views · 6 sample rows
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