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I will create a saas arr mrr churn and retention excel dashboard
Fractional CFO, Financial Modeling and Cash Flow
Licensed accountant (SMMM, Türkiye) and co-founder of Prime Numeris, with 10+ years in independent audit, financial control and IFRS reporting. I provide fractional CFO and FP&A support to startups an...
About this Gig
Struggling to track your SaaS subscription metrics across spreadsheets?
I will transform your subscription data into a professional, interactive Excel dashboard that makes ARR, MRR, churn, and retention easy to monitor.
WHAT YOU WILL GET:
- Monthly and Annual Recurring Revenue (MRR/ARR)
- Customer churn and retention tracking
- New, expansion, contraction, and churned MRR
- Subscription growth and revenue trends
- Interactive charts and KPI visualizations
- Automated Excel formulas and data validation
- Historical performance comparisons
- Cohort analysis (Premium)
- Editable Excel workbook with clear instructions
PACKAGE OPTIONS:
Basic: Essential SaaS KPI dashboard.
Standard: Extended subscription reporting with trends and an analysis report.
Premium: Advanced dashboard with cohort analysis, detailed KPI reporting, and a presentation deck.
WHY CHOOSE ME?
I am the founder of Prime Numeris and a qualified accounting professional (SMMM, Türkiye), with 10+ years of experience in financial reporting, data analysis, and Excel automation.
I build accurate, practical reporting tools tailored to your subscription data.
Message me before ordering to discuss your dashboard requirements.
Visualization Tools:
Microsoft Excel
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Power BI
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Python
Industry:
Biotech
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E-Commerce
•
Software
Target country:
United Kingdom
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United States
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Worldwide
My Portfolio
Other Financial Planning & Analysis Services I Offer
FAQ
What data do you need to create my SaaS dashboard?
I need your subscription or billing data in Excel or CSV format, including dates, subscription amounts, customer identifiers, and subscription status where available. I will confirm the required fields before starting.
Will I receive an editable Excel dashboard?
Yes. You will receive an editable Excel workbook with formulas, KPI calculations, charts, and instructions for updating your data.
Can you track ARR, MRR, churn, and retention?
Yes. The dashboard can calculate these metrics from your subscription data. Available metrics depend on the completeness and structure of the data you provide.
Can you work with Stripe or other subscription platforms?
Yes. I can work with compatible Excel or CSV exports from subscription platforms. Direct API integrations are not included.
Does this service include financial or investment advice?
No. This service covers Excel dashboard development, historical subscription KPI calculations, and data visualization. It does not include investment recommendations, fundraising advice, or regulated financial advisory services.
