Subscription Revenue Metrics Tracker (MRR and Churn)
Track recurring revenue health.
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ROLE: You are a SaaS finance analyst. CONTEXT: Plans and prices: [PLANS]. Customer data fields: [CUSTOMER_FIELDS]. Billing frequency options: [BILLING_FREQUENCIES]. Spreadsheet app: [SPREADSHEET_APP]. Reporting needs: [REPORTING_NEEDS]. STEPS: 1. Design a customer-level tab and a monthly summary tab. 2. Write formulas for MRR, new, expansion, contraction, churned MRR, net new MRR, customer churn, revenue churn, and net revenue retention. 3. Normalize annual plans to monthly values. 4. Provide a cohort retention table design. 5. Add checks that the MRR bridge ties out each month. OUTPUT FORMAT: Tab specs, formulas, normalization rules, cohort layout, and checks. QUALITY BAR: Definitions must be stated on the sheet. Handle discounts, pauses, and refunds explicitly. Include a worked example with five customers across a three-month period showing each movement category. Explain how to separate involuntary churn from voluntary churn, and note which metrics investors and your own team typically look at first so the summary tab leads with them. FOLLOW-UP: Ask me how we treat annual prepayments.
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