Excel formulas
SaaS KPI Excel Formulas
Copy Excel formulas for common saas KPIs and adapt them for your spreadsheet or dashboard.
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SaaS formulas for Excel
| KPI | Formula | Excel |
|---|---|---|
| MRR | Sum of Monthly Recurring Revenue | =SUM(B2:B100) |
| ARR | MRR × 12 | =B2*12 |
| Churn Rate | Lost Customers / Customers at Start of Period | =IFERROR(B2/C2,0) |
| Revenue Churn | Lost MRR / Starting MRR | =IFERROR(B2/C2,0) |
| Customer Churn | Customers Lost / Customers at Start | =IFERROR(B2/C2,0) |
| Net Revenue Retention (NRR) | (Starting MRR + Expansion MRR - Contraction MRR - Churned MRR) / Starting MRR | =IFERROR((B2+C2-D2-E2)/B2,0) |
| Gross Revenue Retention (GRR) | (Starting MRR - Contraction MRR - Churned MRR) / Starting MRR | =IFERROR((B2-C2-D2)/B2,0) |
| LTV | ARPU × Gross Margin / Churn Rate | =IFERROR((B2*C2)/D2,0) |
| LTV:CAC Ratio | LTV / CAC | =IFERROR(B2/C2,0) |
| CAC Payback Period | CAC / Monthly Gross Profit per Customer | =IFERROR(B2/C2,0) |
| ARPU | Revenue / Number of Users | =IFERROR(B2/C2,0) |
| ARPA | Revenue / Number of Accounts | =IFERROR(B2/C2,0) |
| Expansion MRR | Additional MRR from Existing Customers | =B2 |
| Contraction MRR | Lost MRR from Downgrades | =B2 |
| Logo Retention | Retained Customers / Starting Customers | =IFERROR(B2/C2,0) |
| SaaS Quick Ratio | (New MRR + Expansion MRR) / (Churned MRR + Contraction MRR) | =IFERROR((B2+C2)/(D2+E2),0) |
| Magic Number | (Current Quarter ARR - Previous Quarter ARR) × 4 / Previous Quarter Sales and Marketing Spend | =IFERROR(((B2-C2)*4)/D2,0) |
| Rule of 40 | Revenue Growth Rate + Profit Margin | =B2+C2 |