Title SaaS Metrics Visualization

Navigation Content This template can be used to t

Simply plug in your relevant inf
Mapping

Metrics Customization difficulty (1-3) 1

Dashboard
Charts Explanation of sheets Mapping: Adjust the names of your busin
Metrics: This is where you update all re
Based on your inputs in the wh
Dashboard: Select the current period, and
Charts: This sheet provides you with a

How to customize 1) Ensure that the months on "Ma

2) Enter all relevant information o
3) Once all data is entered, check
4) On the "Dashboard" sheet, sim
5) Refer to the video for a detaile

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Open in Desktop App To open online template using

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SaaS Metrics Visualization

This template can be used to track relevant information about a SaaS business, including subscriptions, revenue, and churn rates.
Simply plug in your relevant information, and see how the graphs will adjust automatically!

Adjust the names of your business model and the monthly subscription fees. Also, you can adjust the months you would like to display (
This is where you update all relevant information about your business: Email newsletter sign-ups, churns, number of customers subscrib
Based on your inputs in the white cells, your ratios and revenue figures will update automatically, and translate into the "Dashboard" and
Select the current period, and see how your data will update automatically based on your inputs from the "Metrics" sheet.
This sheet provides you with automatically calculated charts, visualizing your inputs from the "Metrics" Sheet.

Ensure that the months on "Mapping" align with the months you would like to display. Update the name of your business offerings, as we
Enter all relevant information on the "Metrics" sheet. Make sure to only update the white cells, all grey ones are calculated automatically
Once all data is entered, check out the "Dashboard" and "Charts" sheet to visualize your inputs.
On the "Dashboard" sheet, simply select the current period in B3.
Refer to the video for a detailed explanation of every step you need to take.

Our templates is compatible with online service but some templates that including macros feature is still not supported with Excel Online
Here is some hints that replace our macros in case of using Online Template

Some of our templates include Referesh/Update data macro button that can be replaced with Referesh All tool in Excel Online ribbon

Some of our templates have Full Screen macro button that can be replaced with the itself web browser full screen tool

Other macros is applied on less than ~15% of our templats can be overcome by transferring to Desktop App "Open in Desktop App" b

To open online template using Desktop App be sure that you signed in to your Microsoft account / Onedrive account

All content is Copyright material of Simple Sheets LLC.

http://www.simplesheets.co
© 2020 Simple Sheets LLC
All rights reserved.  The contents of this publication, including but not limited to all written material, content layout, images, formulas, and
No part of this publication may be modified, manipulated, reproduced, distributed, or transmitted without prior written permission of the p
s, revenue, and churn rates.

months you would like to display (the prepopulated set provides you with 24 months)
ns, number of customers subscribing to you services, etc.
ranslate into the "Dashboard" and "Charts" sheets.
he "Metrics" sheet.

e of your business offerings, as well as the monthly subscription fees.

ones are calculated automatically.

ll not supported with Excel Online

h All tool in Excel Online ribbon

r full screen tool

p App "Open in Desktop App" button

drive account
tent layout, images, formulas, and code, are protected under international copyright and trademark laws. 
ut prior written permission of the publisher, except in the case of certain noncommercial uses permitted by copyright law. 
d by copyright law. 
Subscription Model Monthly Prices Month Prior month
Basic $ 15.00 Jun-2019 #N/A
Advanced $ 30.00 Jul-2019 Jun-2019
Premium $ 65.00 Aug-2019 Jul-2019
Sep-2019 Aug-2019
Oct-2019 Sep-2019
Nov-2019 Oct-2019
Dec-2019 Nov-2019
Jan-2020 Dec-2019
Feb-2020 Jan-2020
Mar-2020 Feb-2020
Apr-2020 Mar-2020
May-2020 Apr-2020
Jun-2020 May-2020
Jul-2020 Jun-2020
Aug-2020 Jul-2020
Sep-2020 Aug-2020
Oct-2020 Sep-2020
Nov-2020 Oct-2020
Dec-2020 Nov-2020
Jan-2021 Dec-2020
Feb-2021 Jan-2021
Mar-2021 Feb-2021
Apr-2021 Mar-2021
May-2021 Apr-2021
Jun-2021 May-2021
Email Newsletters Jun-2019 Jul-2019 Aug-2019 Sep-2019 Oct-2019

Total Sign-ups 45 53 61 72 82
New sign-ups 10 11 12 15 13
Churn -2 -3 -1 -5 -2

Total number of Email subscribers 53 61 72 82 93

Churn rate 4.4% 5.7% 1.6% 6.9% 2.4%

Target Churn rate 2.3% 2.3% 2.3% 2.3% 2.3%

Annualized Retention rate 58.0% 49.7% 82.0% 42.2% 74.4%

Subscriptions

Basic
Beginning Number of Customers 100 97 98 93 89
New customers 6 10 2 4 4
Churn -9 -9 -7 -8 -7

Ending Number of customers 97 98 93 89 86

Churn rate 9% 9% 7% 9% 8%

Advanced
Beginning Number of Customers 110 112 112 112 112
New customers 7 5 5 5 2
Churn -5 -5 -5 -5 -5

Ending Number of customers 112 112 112 112 109

Churn rate 5% 4% 4% 4% 4%

Premium
Beginning Number of Customers 35 34 34 28 29
New customers 5 8 4 4 7
Churn -6 -8 -10 -3 -9

Ending Number of customers 34 34 28 29 27

Churn rate 17% 24% 29% 11% 31%

Basic 97 98 93 89 86
Advanced 112 112 112 112 109
Premium 34 34 28 29 27

Total number of Customers 243 244 233 230 222

Subscription Revenue

Basic $ 1,455 $ 1,470 $ 1,395 $ 1,335 $ 1,290

Advanced $ 3,360 $ 3,360 $ 3,360 $ 3,360 $ 3,270
Premium $ 2,210 $ 2,210 $ 1,820 $ 1,885 $ 1,755

Monthly Recurring Revenue (MRR) $ 7,025 $ 7,040 $ 6,575 $ 6,580 $ 6,315

Annual Recurring Revenue (ARR) $ 84,300 $ 84,480 $ 78,900 $ 78,960 $ 75,780

 Nov-2019 Dec-2019 Jan-2020 Feb-2020 Mar-2020 Apr-2020 May-2020 Jun-2020

93 100 108 120 129 137 147 155

13 10 13 14 12 12 10 8
-6 -2 -1 -5 -4 -2 -2 -3

100 108 120 129 137 147 155 160

6.5% 2.0% 0.9% 4.2% 3.1% 1.5% 1.4% 1.9%

2.3% 2.3% 2.3% 2.3% 2.3% 2.3% 2.3% 2.3%

44.9% 78.5% 89.4% 60.0% 68.5% 83.8% 84.8% 79.1%

86 85 89 87 86 86 84 90
6 7 6 8 2 6 8 8
-7 -3 -8 -9 -2 -8 -2 -4

85 89 87 86 86 84 90 94
8% 4% 9% 10% 2% 9% 2% 4%

109 112 111 108 112 115 114 117

8 4 2 9 8 4 8 5
-5 -5 -5 -5 -5 -5 -5 -5

112 111 108 112 115 114 117 117

5% 4% 5% 5% 4% 4% 4% 4%

27 25 29 24 18 15 17 22
3 6 5 2 2 10 8 5
-5 -2 -10 -8 -5 -8 -3 -6

25 29 24 18 15 17 22 21
19% 8% 34% 33% 28% 53% 18% 27%

85 89 87 86 86 84 90 94
112 111 108 112 115 114 117 117
25 29 24 18 15 17 22 21

222 229 219 216 216 215 229 232

$ 1,275 $ 1,335 $ 1,305 $ 1,290 $ 1,290 $ 1,260 $ 1,350 $ 1,410

$ 3,360 $ 3,330 $ 3,240 $ 3,360 $ 3,450 $ 3,420 $ 3,510 $ 3,510
$ 1,625 $ 1,885 $ 1,560 $ 1,170 $ 975 $ 1,105 $ 1,430 $ 1,365

$ 6,260 $ 6,550 $ 6,105 $ 5,820 $ 5,715 $ 5,785 $ 6,290 $ 6,285

$ 75,120 $ 78,600 $ 73,260 $ 69,840 $ 68,580 $ 69,420 $ 75,480 $ 75,420

 Jul-2020 Aug-2020 Sep-2020 Oct-2020 Nov-2020 Dec-2020 Jan-2021 Feb-2021

160 169 177 186 192 200 204 212

11 11 11 10 10 10 10 10
-2 -3 -1 -5 -2 -6 -2 -1

169 177 186 192 200 204 212 221

1.3% 1.8% 0.6% 2.7% 1.0% 3.0% 1.0% 0.5%

2.3% 2.3% 2.3% 2.3% 2.3% 2.3% 2.3% 2.3%

86.0% 80.6% 93.4% 72.1% 88.2% 69.4% 88.9% 94.5%

94 90 87 90 90 94 98 98
6 5 7 2 6 8 6 2
-10 -8 -4 -2 -2 -4 -6 -8

90 87 90 90 94 98 98 92
11% 9% 5% 2% 2% 4% 6% 8%

117 121 123 122 126 123 122 122

9 7 4 9 2 4 5 8
-5 -5 -5 -5 -5 -5 -5 -5

121 123 122 126 123 122 122 125

4% 4% 4% 4% 4% 4% 4% 4%

21 20 24 28 31 32 31 34
2 10 8 6 9 9 9 3
-3 -6 -4 -3 -8 -10 -6 -9

20 24 28 31 32 31 34 28
14% 30% 17% 11% 26% 31% 19% 26%

90 87 90 90 94 98 98 92
121 123 122 126 123 122 122 125
20 24 28 31 32 31 34 28

231 234 240 247 249 251 254 245

$ 1,350 $ 1,305 $ 1,350 $ 1,350 $ 1,410 $ 1,470 $ 1,470 $ 1,380

$ 3,630 $ 3,690 $ 3,660 $ 3,780 $ 3,690 $ 3,660 $ 3,660 $ 3,750
$ 1,300 $ 1,560 $ 1,820 $ 2,015 $ 2,080 $ 2,015 $ 2,210 $ 1,820

$ 6,280 $ 6,555 $ 6,830 $ 7,145 $ 7,180 $ 7,145 $ 7,340 $ 6,950

$ 75,360 $ 78,660 $ 81,960 $ 85,740 $ 86,160 $ 85,740 $ 88,080 $ 83,400

 Mar-2021 Apr-2021 May-2021 Jun-2021

221 226 232 239

10 10 10 9
-5 -4 -2 -2

226 232 239 246

2.3% 1.8% 0.9% 0.8%

2.3% 2.3% 2.3% 2.3%

76.0% 80.7% 90.1% 90.4%

92 85 86 88
2 9 10 3
-9 -8 -8 -2

85 86 88 89
10% 9% 9% 2%

125 126 125 125

6 4 5 4
-5 -5 -5 -5

126 125 125 124

4% 4% 4% 4%

28 29 23 16
8 4 2 8
-7 -10 -9 -6

29 23 16 18
25% 34% 39% 38%

85 86 88 89
126 125 125 124
29 23 16 18

240 234 229 231

$ 1,275 $ 1,290 $ 1,320 $ 1,335

$ 3,780 $ 3,750 $ 3,750 $ 3,720
$ 1,885 $ 1,495 $ 1,040 $ 1,170

$ 6,940 $ 6,535 $ 6,110 $ 6,225

$ 83,280 $ 78,420 $ 73,320 $ 74,700

 Total number of Churn Rate
Email subscribers
Select Period Dec-2019 108 2.0%
Nov-2019 100 6.5%
Growth 8% -4.5%

Total number of Email subscribers Email Churn Rate

108 2.0%
vs previous Month 8% vs previous Month

Number of Email subscribers Email Churn Rate

110 7.0%
108 6.0%
106 5.0%
104 4.0%
102 108 3.0% 6.5%
100 2.0%
98 100 1.0% 2.0%
96 0.0%
Nov-2019 Dec-2019 Nov-2019 Dec-2019
 Churn Rate Total Number of Customers Monthly Recurring Revenue (MRR)

2.0% 229 $ 6,550

6.5% 222 $ 6,260
-4.5% 3.2% 4.6%

Email Churn Rate Number of Customers Monthly Recurring Revenue (MRR)

2.0% 229 6,550

-4.5% vs previous Month 3.2% vs previous Month

Email Churn Rate Number of Customers Monthly Recurring

230 Revenue (MRR)
228 $6,600
$6,550
226 $6,500
$6,450
224 $6,400
6.5% 229 $6,350
$6,300 $6,550
222
$6,250
2.0% 220 222 $6,200 $6,260
$6,150
218 $6,100
ov-2019 Dec-2019 Nov-2019 Dec-2019 Nov-2019 Dec-2019
ly Recurring Revenue (MRR) Annual Recurring Revenue (ARR)

6,550 $ 78,600
6,260 $ 75,120
4.6% 4.6%

Recurring Revenue (MRR) Annual Recurring Revenue (ARR)

6,550 78,600
4.6% vs previous Month 4.6%

Monthly Recurring Annual Recurring Revenue

Revenue (MRR) (ARR)
$79,000
$78,000
$77,000
$76,000 $78,600
$6,550
$75,000
$6,260 $74,000 $75,120
$73,000
Nov-2019 Dec-2019 Nov-2019 Dec-2019
 E-Mail Newsletter Subscriptions
300

250

200
Number of subscribers

150

100

50

0
Jun-2019 Aug-2019 Oct-2019 Dec-2019 Feb-2020 Apr-2020 Jun-2020 Aug-2020 Oct-2020 Dec-2020

Total number of Email subscribers Churn rate Target Churn

Monthly Subscriptions by Category

300

250
31 32
34 34 28
28 22 21 20 24
29 29
27 25 24 18 15 17
200
Number of subscribers

112 112 117 122 126 123

150 112 117 121 123
112 109 112 111 108 112 115 114

100

50 97 98 93 94 94
89 86 85 89 87 86 86 84 90 90 87 90 90

0
 Nu
100

50 97 98 93 94 94
89 86 85 89 87 86 86 84 90 90 87 90 90

0
Jun-2019 Aug-2019 Oct-2019 Dec-2019 Feb-2020 Apr-2020 Jun-2020 Aug-2020 Oct-2020 D

Basic Advanced Premium

Monthly Subscriptions by Category

140

120

100
Number of subscribers

80

60

40
34 34 32
29 29 31
28 27 28
25 24 24
22 21 20
20 18 17
15

0
Jun-2019 Aug-2019 Oct-2019 Dec-2019 Feb-2020 Apr-2020 Jun-2020 Aug-2020 Oct-2020 De

Basic Linear (Basic) Advanced Linear (Advanced) Premium

criptions
8.0% 260

7.0% 250

6.0%
240

5.0%

Number of customers
230

Churn rate
4.0%

220
3.0%

210
2.0%

200
1.0%

0.0% 190
-2020 Oct-2020 Dec-2020 Feb-2021 Apr-2021 Jun-2021 Jun-2019 Aug-2019 Oct-2019 Dec-2019 Feb-

hurn rate Target Churn rate M

Category
$4,000

$3,500

32 31 34
31 28
24 28 29 23 18 $3,000
20 16

$2,500

123 122 122 125

121 123 122 126 125 125 124 $2,000
126

$1,500

$1,000

90 90 90 94 98 98 92 89
87 85 86 88
$500

$-
 $1,500

$1,000

90 90 90 94 98 98 92 89
87 85 86 88
$500

$-
Aug-2020 Oct-2020 Dec-2020 Feb-2021 Apr-2021 Jun-2021 Jun-2019 Aug-2019 Oct-2019 Dec-2019

mium Basic Linear (Basic)

Category
$8,000

$7,000

$6,000

$5,000
Total MRR

$4,000

$3,000

32 34 $2,000
31 31 29
28 28
24 23
20 18
16 $1,000

$-
Aug-2020 Oct-2020 Dec-2020 Feb-2021 Apr-2021 Jun-2021 Jun-2019 Aug-2019 Oct-2019 Dec-2019

(Advanced) Premium Linear (Premium)

 MRR and Customer Overview
$8,000

$7,000

$6,000

$5,000

$4,000

MRR
$3,000

$2,000

$1,000

$-
Oct-2019 Dec-2019 Feb-2020 Apr-2020 Jun-2020 Aug-2020 Oct-2020 Dec-2020 Feb-2021 Apr-2021 Jun-2021

Monthly Recurring Revenue (MRR) Total number of Customers

MRR by Category
-2019 Oct-2019 Dec-2019 Feb-2020 Apr-2020 Jun-2020 Aug-2020 Oct-2020 Dec-2020 Feb-2021 Apr-2021 Jun-2021

Basic Linear (Basic) Advanced Linear (Advanced) Premium Linear (Premium)

MRR by Category

2019 Oct-2019 Dec-2019 Feb-2020 Apr-2020 Jun-2020 Aug-2020 Oct-2020 Dec-2020 Feb-2021 Apr-2021 Jun-2021

Basic Advanced Premium

 $8,000

$7,000

$6,000

$5,000

$4,000
MRR

$3,000

$2,000

$1,000

$-
2021 Jun-2021
b-2021 Apr-2021 Jun-2021

near (Premium)

-2021 Apr-2021 Jun-2021