Monthly Recurring Revenue (MRR) Tracker

Important Note:

This analysis provides strategic insights to help you get the most from your form's submission data for powerful follow-up actions and better outcomes.

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How the Formulas Work Together

1. The Base Rate (The Switch)

The "Base Rate" column uses the CHOOSE function. It looks at the "Tier Index" and pulls the correct price from the list.

• Formula: =CHOOSE(B3, 29, 59, 99, 299)
• Example (Global Tech): The index is 4. The formula looks at the 4th number in the list and returns $299.00.

2. The Final Monthly Revenue (The Logic)

This column calculates the actual money hitting the bank account after checking for discounts.

• Formula:=IF(C2="Annual", D2 * 0.85, D2)
• Example (Urban Yoga): Since the plan is "Annual," the $29.00 base rate is multiplied by 0.85, resulting in $24.65.

3. The Activity Status (The Alert)

This uses Conditional Formatting based on "Days Since Last Login."

• Logic:
• • 0-30 Days: ✅ Active (Green)
  • 31-60 Days: ⚠️ AT RISK (Yellow)
  • 60+ Days: ❌ CHURNED (Red)

1. Projected Annual Revenue (Column E)

Since all calculations in the "Monthly Rev" column already account for discounts, we simply multiply that figure by 12 months.

• Formula: =D1 * 12
• The Logic: This shows the Annual Run Rate (ARR). For Global Tech, while they pay monthly, their commitment is worth over $3,000 a year. This helps the business owner realize that losing this one "At Risk" client is much more damaging than losing ten "Basic" clients.

2. Portfolio Total (The SUM)

• Formula: =SUM(E2:E8)
• The Insight: This gives the business owner their Annual Revenue Projection. If no one cancels and no one joins, the business is on track to earn $7,201.20 this year.

Professional Form Insight

Why this data structure is superior:

• Tier Indexing: By using numbers (1, 2, 3, 4) instead of text names for tiers, the form becomes much faster to process and less likely to break due to a typo (e.g., someone typing "Entrepise" instead of "Enterprise").
• The "At Risk" Trigger: For a subscription business, the Activity Status is a lead-generation tool. It tells the sales team exactly which "Enterprise" or "Pro" accounts are about to cancel so they can reach out with a personal check-in before the revenue is lost.
• Portfolio Health: If you SUM the "Final Monthly Rev" column, the business owner gets their MRR (Monthly Recurring Revenue), which is the most important metric for valuing a subscription company.