Use case
MRR, churn and cohorts everyone can agree on
MRR is reported differently in every meeting. Annual plans, trials and discounts make the numbers hard to trust.
For: SaaS founders, RevOps and finance
Why it matters
When the team can't agree on MRR, it can't agree on whether next quarter's effort goes to winning, growing or keeping customers.
Ask in order
Three questions that answer it
Ask them in this order. Each answer sets up the next question.
What is total MRR by month for the last 12 months, excluding trials?
Gives you one MRR line everyone can trust, with trials kept out of it.
Break MRR change into new, expansion, contraction and churned.
Shows which lever is actually moving revenue.
What is monthly churn by plan for the last 6 months?
Finds the plan customers leave fastest.
The numbers in these questions are examples. Use the thresholds and time windows that fit your team.
Then follow up
Ask about the chart, not the whole file again
Follow-up questions build on what is already on the canvas, so you don't restate the dataset or the time window.
Show churned MRR by plan and by the month customers signed up.
Shows whether churn comes from new customers or long-standing ones.
Data you need
A subscriptions export (for example from Stripe) with plan, amount, billing interval, status and dates.
Decision it drives
Whether next quarter's effort goes to acquisition, expansion or retention.
Check the answer
Check every number before you act on it
Open the query behind any chart to see how a number was worked out and which figures it came from. When a question could mean two things, such as gross or net revenue, DashboardGPT asks you which one you mean.
Open the query behind MRR to confirm trials are left out and annual plans are spread across their months.
FAQ
Common questions
More use cases
Run these three questions on your own export
The SaaS subscriptions demo has monthly revenue, plans and churn, so you can ask the churn-by-plan question as written. To ask them of your own export, create an account and upload it. Every new account starts on a free 15-day Team trial, with no card required.