• SCORE
  • TIER
  • DATA
  • REVIEW

How to calculate TTM performance tiers with your AI

Connect the Rule of 40 Analyzer to your AI client to automate your SaaS health checks. It pulls quarterly data and runs the math for you.

Ask AI about this page

Short answer

How do I calculate TTM Rule of 40 scores and tiers?

Your AI pulls the last four quarters of growth and margin data to compute a single TTM score. It then maps that score to a specific performance tier. You get a clear breakdown of where the business stands.

The results.

Where your metrics land.

The AI processes raw quarterly numbers into these four specific outputs.

SCORE

TTM Rule of 40 score

The AI sums the trailing twelve month growth and margin. You get a single percentage representing current performance.

TIER

Performance tier assignment

The AI compares the TTM score against standard benchmarks. It tells you if you are in a top-tier or underperforming bracket.

DATA

Aggregated quarterly inputs

The AI organizes the individual growth and margin figures used for the calculation. This shows the raw components of the final score.

REVIEW

Human verification needed

You review the final tier and score to ensure the quarterly data inputs match your internal ledger. The AI does the math, but you confirm the logic.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of data aggregation and math so you don't have to manually sum quarters.

  1. Gather quarterly data

    The AI identifies and pulls the necessary growth and margin figures from your provided data sources.

    compute_ttm_metrics

  2. Calculate TTM totals

    The AI sums the growth and margin components over the trailing twelve month period.

    compute_ttm_metrics

  3. Assign performance tier

    The AI evaluates the resulting score against predefined performance thresholds.

    compute_ttm_metrics

  4. Format report

    The AI presents the final score, the tier, and the underlying quarterly data in a readable format.

    compute_ttm_metrics

Try it

Copy these to start.

Use these prompts to trigger the calculation immediately.

Starting points

Replace the bracketed text with your specific file names or data sources.

Rule of 40 Analyzer Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_02WXqki63QPE6fEoj7NgbXVtw0eGXkFkiidG9S14/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Rule of 40 Analyzer capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "rule-of-40-analyzer-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_02WXqki63QPE6fEoj7NgbXVtw0eGXkFkiidG9S14/mcp"
    }
  }
}
Copy into chat04

  • Calculate the TTM Rule of 40 score and tier using the data in my quarterly_growth_report.csv.

  • Run a Rule of 40 analysis on the margins and growth found in the Q1-Q4 spreadsheet.

  • What is my current performance tier based on the TTM metrics in this folder?

  • Analyze the Rule of 40 score for the last four quarters in my financial_summary.xlsx.

  • Claude
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Start here

Connect Rule of 40 Analyzer once, then ask.

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FAQ

How this task behaves.

  • 01

    Can the AI change my original spreadsheet data?

    No. The AI only reads your data to perform calculations. It cannot edit or overwrite your source files.

  • 02

    Does the AI decide which tier I belong to?

    The AI assigns a tier based on the math, but you are responsible for verifying that the tiering logic matches your business standards.

  • 03

    Can it calculate metrics for a single quarter?

    No. This specific tool is built to aggregate data into a trailing twelve month (TTM) view.

  • 04

    What happens if a quarter is missing from my data?

    The calculation will fail or be inaccurate if the full twelve month period isn't present. You should ensure all four quarters are available.

  • 05

    Can the AI send this report to my email?

    No. This MCP only performs the calculation and presents the results within your AI client.

  • More questions about Rule of 40 Analyzer? The Connector page answers them. See everything the Rule of 40 Analyzer Connector can do

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