Evaluate whether recurring-revenue growth is strong enough to offset revenue lost through churn and contraction, rather than judging performance from net growth alone.
This Excel workbook organizes monthly Monthly Recurring Revenue (MRR) movements into starting MRR, new MRR, expansion MRR, churn MRR, contraction MRR, and ending MRR. It then presents the SaaS Quick Ratio for each month and plots the results in a chart, giving founders, operators, revenue teams, and investors a clearer view of growth quality across the year.
Separate growth from revenue loss
Review new and expansion MRR alongside churn and contraction MRR so a positive net result does not conceal heavy revenue leakage.
Compare performance month by month
Track the calculated ratio across 12 monthly columns and identify periods when recurring-revenue gains became weaker relative to losses.
Direct attention to the right operating issue
Use the underlying MRR movements to distinguish whether a weaker month reflects slower acquisition, limited expansion, higher churn, or more contraction.
What does the workbook help you analyze?
The SaaS Quick Ratio compares recurring-revenue gains with recurring-revenue losses. The workbook keeps those components visible, allowing you to examine both the result and the monthly movements that produced it.
Opening and closing MRR: follow the recurring-revenue base from the start of each month through the reported month-end balance.
New MRR: record revenue added from newly acquired customers in the dedicated monthly row.
Expansion MRR: capture additional recurring revenue from existing customers separately from new customer revenue.
Churn and contraction MRR: distinguish full customer losses from reductions in recurring revenue among retained customers.
Monthly growth quality: review the calculated SaaS Quick Ratio and use the chart to compare stronger and weaker periods across the year.
What is inside the workbook?
The visible worksheet combines a structured monthly MRR table with a calculated ratio row and a supporting chart. Input cells are grouped by revenue movement, while the resulting month-end MRR and SaaS Quick Ratio provide the analytical output.
Monthly MRR movement table
A January-to-December layout keeps starting MRR, new MRR, expansion, churn, contraction, and ending MRR together in one review area.
Calculated ratio by month
A dedicated output row displays the SaaS Quick Ratio for each period, making monthly comparison direct and consistent.
Annual ratio chart
A column chart visualizes the monthly results so changes in the balance between recurring-revenue gains and losses are easier to spot.
The worksheet view shows monthly MRR inputs, calculated month-end MRR, a SaaS Quick Ratio row, and a chart of the monthly ratio results.
Review the ratio together with its drivers
The table keeps the components of recurring-revenue change directly above the ratio. When a month produces a lower result, you can look beyond the chart and inspect whether the change came from lower new MRR, weaker expansion, greater churn, or greater contraction. This makes the output more useful for operating reviews than a standalone ratio with no supporting detail.
How do you use the template?
Label the analysis
Add the company name and use the monthly columns as the reporting structure for the period being reviewed.
Enter monthly MRR movements
Record starting MRR, new MRR, expansion MRR, churn MRR, and contraction MRR in their designated rows, following the workbook's displayed sign convention.
Review calculated outputs
Check the ending MRR and SaaS Quick Ratio for each month, then compare the figures with the underlying gains and losses.
Investigate changes in the chart
Use the monthly visualization to locate weaker periods and return to the table to identify the MRR component that changed.
Who is this template for?
The workbook is designed for SaaS founders, finance and FP&A teams, revenue operations leaders, customer success managers, and investors who review recurring-revenue performance. It is especially relevant when net MRR growth alone is not enough and the analysis needs to show how acquisition, expansion, churn, and contraction combine to produce the result. The template supports periodic management reporting, retention discussions, board preparation, and recurring-revenue diagnostics based on monthly MRR movements.
