MRR and ARR Dashboard Template
Sales & Revenue Operations
Quick Answer
Enter your MRR movements for the period including new expansion contraction and churned MRR. Paste into Claude or ChatGPT. Get professional MRR dashboard commentary with growth quality assessment.
What You Get
Professional MRR and ARR dashboard commentary covering MRR movement waterfall analysis, growth quality assessment, net revenue retention calculation, ARR run rate and growth rate, and investor-ready framing of the revenue story.
Who Is This For
SaaS founders preparing investor updates, finance teams producing MRR reporting for boards, and operators who want to present MRR data professionally rather than just as numbers.
About This Template
MRR and ARR are the most important metrics for any subscription business, but the headline number alone does not tell the story. Understanding the composition of MRR movement — new, expansion, contraction, and churned — reveals the quality and sustainability of revenue growth. This template guides SaaS operators through entering their MRR movements for the period, then uses AI to produce professional dashboard commentary explaining what drove the changes and what they mean for business health.
Fill In Your Details
Your company name
e.g. June 2026
e.g. 785000
e.g. 95000 from 6 new customers
e.g. 42000 from upgrades and add-ons
e.g. 12000 from plan downgrades
e.g. 60000 from 4 customers cancelled
e.g. 850000
Gather these details then use them to fill in the prompt below.
AI Prompts
Generate MRR and ARR dashboard commentary
Paste this prompt into Claude or ChatGPT with your MRR data filled in.
You are a SaaS CFO preparing MRR and ARR dashboard commentary for investors and board members. Using the data below, produce professional revenue dashboard commentary. Company: [company_name] Period: [period] Opening MRR: [opening_mrr] New MRR: [new_mrr] Expansion MRR: [expansion_mrr] Contraction MRR: [contraction_mrr] Churned MRR: [churned_mrr] Closing MRR: [closing_mrr] Calculate and produce: 1. MRR Waterfall — opening plus new plus expansion minus contraction minus churn equals closing MRR 2. Net MRR Growth — closing minus opening, in dollars and percentage 3. Net Revenue Retention — (expansion minus contraction minus churn from existing customers) divided by opening MRR, annualized 4. Gross Churn Rate — churned MRR divided by opening MRR 5. ARR Conversion — closing MRR multiplied by 12 6. Growth Quality Assessment — is growth driven by new logos or existing customer expansion 7. MRR Commentary — professional narrative suitable for an investor update Show all calculations. Flag if gross churn exceeds 2 percent monthly as a concern.
Sample Output
This is an example of what AI produces when you use this template.
MRR Waterfall
Opening MRR: $785,000. Plus new MRR: +$95,000. Plus expansion MRR: +$42,000. Minus contraction MRR: -$12,000. Minus churned MRR: -$60,000. Closing MRR: $850,000. Net MRR growth: +$65,000 or +8.3% month-over-month. ARR at closing MRR: $10,200,000.
MRR Commentary
June MRR grew 8.3 percent to $850,000, bringing ARR to $10.2M. The growth was balanced between new logo acquisition ($95,000 from 6 new customers at $15,833 average ACV) and expansion from existing customers ($42,000 from upgrades — a 5.3 percent expansion rate on opening MRR). Gross churn of $60,000 (7.6 percent of opening MRR annualized) warrants monitoring — three of the four churned customers were in the SMB segment with contracts under $1,000 MRR each. Net revenue retention for the period is 115.3 percent annualized — indicating that the existing customer base is growing faster than it is churning, a strong indicator of product-market fit. The quality of growth is healthy: 60 percent of net new MRR came from existing customer expansion, which is more capital-efficient than new logo acquisition.