SaaS MRR/ARR Forecast Dashboard
Tech & Software Excel Template (Free Download)
Follow 36 months of SaaS logo and MRR motion across Starter, Growth, and Enterprise tiers, with ARR, ARPU, NRR, GRR, CAC payback, and EBITDA outputs.
professionals from Deloitte
Used by professionals from
About this dashboard
SaaS MRR/ARR Forecast Dashboard follows subscription growth across Starter, Growth, and Enterprise pricing tiers. It separates logo motion from MRR motion, showing new and churned logos alongside new, expansion, contraction, churn, and ending MRR for a clearer view of recurring revenue development.
Outputs include ARR by tier, total ARR, ARPU, net new ARR, NRR, GRR, CAC payback, subscription revenue, gross profit, EBITDA, and EBITDA margin. The supporting workbook contains tier prices, mix, churn, growth, cost, and go-to-market assumptions; the dashboard reports the resulting 36-month subscription and P&L outputs.
Use the dashboard for fundraising and board reporting, annual operating plans, pricing analysis, and retention reviews. Test tier mix, logo churn, expansion, and acquisition assumptions to see how recurring revenue translates into operating investment and EBITDA over the forecast period. Compare customer and revenue retention separately when reviewing growth quality with stakeholders.
What every dashboard includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the SaaS MRR/ARR Forecast Dashboard
- Starter, Growth, and Enterprise tier outputs
- Monthly opening, new, churned, and ending logos
- New, expansion, contraction, churn, and ending MRR
- Tier ARR, total ARR, ARPU, and net new ARR
- NRR and GRR retention metrics
- CAC payback and EBITDA outputs
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
How are MRR and ARR related here?+
MRR is the monthly recurring revenue balance produced by the logo and MRR schedules. ARR is the annualized run rate of ending MRR, calculated as ending MRR multiplied by 12, with totals also shown by pricing tier.
What subscription motions are separated?+
Logo motion shows opening, new, churned, and ending customers by tier. MRR motion separately shows new, expansion, contraction, churn, and ending MRR, so customer movement and dollar movement can be reviewed together.
How are NRR and GRR calculated?+
NRR uses opening MRR plus expansion, less contraction and churn, divided by opening MRR. GRR excludes expansion from that numerator. Both metrics use the period's opening MRR base in the supporting calculations.
Does the dashboard include a full financial model?+
It includes a focused P&L through subscription revenue, gross profit, S&M, R&D, G&A, EBITDA, and EBITDA margin. It is a subscription planner; balance sheet and cash flow detail would require a separate downstream model.
Can I test pricing and retention changes?+
Yes. Update tier price, mix share, churn, new-logo growth, expansion, or contraction assumptions in the supporting workbook. The dashboard recalculates tier balances, retention metrics, ARR, CAC payback, and P&L outputs.
Have more financial modelling questions? Contact us
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