Problem
The company tracked sales activity and recurring revenue in multiple spreadsheets without a clear view of how customer growth, churn, and retention impacted Monthly Recurring Revenue (MRR). Leadership couldn’t easily quantify net growth or visualize which cohorts were driving expansion versus contraction.

Solution
A structured SaaS performance model that consolidates sales, renewals, and churn data into a unified Excel dashboard. The workbook automatically calculates core subscription metrics using clean, auditable formulas and Power Query transformations for quick updates.

What this model delivers

• Core KPIs: MRR, ARR, New MRR, Expansion MRR, Churn MRR, and Net MRR
• Cohort analysis: Tracks retention and churn by signup month
• Customer summary: Identifies top customers by recurring revenue and lifetime value
• Growth dashboard: Visual breakdown of new vs. lost revenue and YoY growth trends
• Scenario testing: Adjustable churn and acquisition inputs to forecast future MRR
• Automated refresh: One-click update of raw sales and renewal data through Power Query

Impact
Gives SaaS leadership a full financial pulse of the business at a glance. It simplifies revenue forecasting, highlights churn risk, and supports data-driven decisions around customer retention and upselling — reducing manual reporting time by over 70%.

Tools & techniques
Power Query (ETL), structured KPI formulas, cohort and retention modeling, and executive dashboard layout design.