Revenue
SaaS metrics from Stripe
This template turns Stripe invoice lines into a month-end MRR ledger, then separates each customer movement into new, expansion, contraction, churn or reactivation.
The overview shows MRR, ARR, growth, churn and retention while the source rows and formulas stay open for review.
Reads from
Stripe- Stripe CSV export
Sheets
- Revenue Overview
- Summarizes the latest MRR, ARR and revenue movement bridge.
- Dashboard
- Shows growth, churn, customer and retention measures for the latest closed month.
- Monthly Summary
- Lists monthly MRR, ARR, movements, customer counts, churn, CMRR and retention calculations.
- Movements
- Classifies each customer-month as new, expansion, contraction, churn or reactivation.
- MRR Ledger
- Builds customer MRR by month from the recurring invoice lines.
- Cohorts
- Groups recurring revenue by each customer's first paid month.
- Stripe Invoice Lines
- Keeps the invoice-line source rows used by the model.
- Stripe Invoices
- Keeps invoice totals, status, paid month, subscription, FX and reporting-currency amounts.
- Stripe Subscriptions
- Keeps subscription status and dates and derives churn candidates and churn dates.
- Stripe Customers
- Keeps customer identifiers, contact details, currency and first paid month.
- Stripe Refunds
- Keeps refund amounts, status and dates with reporting-currency conversions.
- Assumptions
- Stores reporting currency, churn timing, model dates, gross-margin inputs, FX rates and sales-and-marketing spend.
- Sources
- Records the Stripe tools, filters and row counts used to assemble the workbook.
Formulas
'Monthly Summary'!B2
=SUMIFS('MRR Ledger'!$F$2:$F$430,'MRR Ledger'!$A$2:$A$430,A2)Sums customer MRR for the month.
'Monthly Summary'!T3
=IFERROR(-(H3+G3)/D3,"")Calculates gross revenue churn from churn and contraction.
'Monthly Summary'!X5
=IFERROR(SUMIFS('MRR Ledger'!$L$2:$L$430,'MRR Ledger'!$A$2:$A$430,A5)/SUMIFS('MRR Ledger'!$J$2:$J$430,'MRR Ledger'!$A$2:$A$430,A5),"")Divides the three-month ending base by its opening base for NRR.
Questions
What Stripe data does this template use?
It uses Stripe invoice lines and the supporting invoice, subscription and customer rows in the published workbook. A Stripe invoice-line CSV can be used instead of a connection.
How does it separate MRR movements?
The Movements sheet compares each customer with the prior month and records new, expansion, contraction, churn and reactivation separately.
Can I inspect the retention calculation?
Yes. The MRR Ledger and Monthly Summary contain the formulas behind the three-month and twelve-month retention measures.