SmartHelping / Recurring Revenue / Excel
SaaS MRR Calculator
Calculate monthly recurring revenue across customer pricing types, compare changes between periods and review a valuation based on annual run rate. Includes Excel and Google Sheets versions.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
See the calculator in action
Follow customer data through the MRR comparison.
Watch the walkthrough to review the calculator and its reporting outputs. Open the screenshots below for a closer look at the spreadsheet.
What the calculator includes
Understand current MRR and how it has changed.
Use customer data to review recurring revenue by pricing type and compare one reporting period with another.
Up to 20 customer or pricing types
Customize the customer types for your business and calculate MRR for each pricing cohort, with support for up to 20 types.
Dollar and percentage changes
Compare current customer data and MRR with the previous period. Review both the dollar change and percentage change in monthly recurring revenue.
Charts for reporting
Use the generated charts alongside the MRR calculations to review the revenue results and communicate changes between periods.
Annual run-rate valuation
Review the calculator’s valuation based on annual run rate alongside the current MRR and period-to-period revenue comparisons.
Two spreadsheet versions included
Work in Excel or Google Sheets.
The purchase includes the Excel calculator and a Google Sheets version, so you can work in the spreadsheet format that fits your reporting process.
Excel calculator
Download the file immediately after purchase, enter your customer data and review MRR, changes between periods, charts and the annual run-rate valuation.
Google Sheets version
The Google Sheets version is included in the download. It provides automatic chart sizing, which is useful as the customer types used in the report change.
How to use the calculator
Build a repeatable MRR reporting process.
For multiple reporting periods, copy the tab and fill in the new data while retaining the previous period for comparison.
Set up the customer types
Customize the calculator for your customer or pricing types, using up to 20 pricing cohorts.
Enter the period’s customer data
Fill in the customer data to calculate current monthly recurring revenue and MRR for each pricing type.
Copy the tab for additional periods
Make a copy of the tab for each new reporting period. Paste in data from the previous period and enter the new data to compare the two.
Review the MRR changes and valuation
Use the dollar and percentage changes, generated charts and annual run-rate valuation to review the recurring revenue results.
Who the calculator is for
For teams tracking subscription revenue.
SaaS founders and operators
Review monthly recurring revenue across pricing types and see how the current period compares with the previous one.
Finance teams and subscription businesses
Use a repeatable spreadsheet report to organize customer data, compare MRR changes and present the results with charts.
Also available in these bundles
Need more tools for recurring revenue analysis?
This calculator is included in the SaaS financial model templates bundle. The Super Smart Bundle provides access to the complete public SmartHelping template collection.
Questions before you buy
A few useful details.
How many pricing types can I include?
The calculator supports up to 20 customer or pricing types and calculates MRR for each pricing cohort.
Does it compare MRR between periods?
Yes. Enter the new customer data and paste in data from the previous period to review the dollar and percentage changes in MRR.
How do I report on additional periods?
Make a copy of the tab, fill in the new data and use the previous period’s data for comparison. Repeat this process for additional reporting periods.
Is a Google Sheets version included?
Yes. The download includes a Google Sheets version with automatic chart sizing for the customer types used in the report.
Does the calculator include a valuation?
Yes. It provides a valuation based on annual run rate alongside the MRR calculations and reporting charts.
Make recurring revenue easier to review
See your MRR and what changed between periods.
Get the SaaS MRR Calculator for $45, including Excel and Google Sheets versions, support for up to 20 pricing types and an annual run-rate valuation.
