SaaS MRR Bridge Excel Dashboard

SaaS MRR Bridge — financial dashboard with editable inputs and linked analysis
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Description

FINANCIAL MODELS LAB

How much of the change came from existing subscriptions?

Use the populated dashboard to read the result, investigate its components and explore the stated decision assumptions. The workbook keeps the source figures and calculation steps available so another reviewer can trace the same selection.

Editable Excel dashboard Working sample data Interactive financial views

See the illustrative example

Month: Oct 2026, Unit: Self-serve. The workbook opens with calculated sample figures and working financial charts. Each displayed amount belongs to its labelled selection and unit of measure.

Closing MRR
$114,997
Net change
$5,510
MRR losses
$3,510
MRR growth
5.0%
Installed-base change
($1,985)
New and returning MRR
$7,495

Explore the financial questions

Opening to closing MRR

Expansion, contraction and churn describe the installed base. Reactivated subscriptions are grouped with new starts. A replacement threshold keeps closing MRR equal to opening MRR.

New acquisition vs replacement floor

By segment and month compare (shrink+lost)/opening and expand/opening, with a matching-dollar detail.

Selected-month operating comparison

Compare the observed results using each unit’s own denominator.

Move between the decision views

The analytical views include Dashboard, Driver detail, Acquisition floor. Start with the overview, then use the relevant driver, register or scenario view to explain a difference. Keep the reporting context consistent when comparing an amount with its source or another operating unit.

How to adapt the dashboard

Start with the short How to worksheet, which identifies the inputs, selectors and result views for this dashboard. Keep an unchanged copy of the sample before replacing its data. Enter your source values in the highlighted cells, review one reporting selection and reconcile a headline amount to your records. Change a material driver and check the result in its labelled unit. A decision assumption describes a modelled case; it does not replace the observed source figures.

Understand the calculation basis

Transfers between segments require a consistent restatement. Exclude taxes, one-offs, cash receipts and FX changes. Only churn and expansion change. Reactivations enter before the required fresh MRR is calculated.

For a team review, record the selected period, operating unit, source of the inputs and the case assumptions alongside the conclusion. This context helps a colleague reproduce the result and distinguish a change in the business from a change in the modelling assumptions. The included sample is illustrative rather than company reporting.