Customer ID
- Requirement
- Core
- Example
- CUST-2048
- Purpose
- Identifies and groups records accurately
Upload a structured spreadsheet or platform export to create a focused analytics view with verified metrics, comparisons, and charts for MRR movement, churn, cohorts, and customer concentration.
Supports structured CSV and Excel files. Display only file limits, privacy wording, and export options confirmed in the live product.
Use the fixed preview below to switch between the source spreadsheet and a dashboard sample. Open the full demo in a new tab for every KPI and chart used in the SaaS analytics platform workflow.
SaaS Analytics Platform
Interactive preview from the sample subscription and MRR movement dataset
Switch preview
Total Records
48
rows in sample
Total Closing MRR
5,442,398
sum of Closing MRR
Total Opening MRR
5,148,125
sum of Opening MRR
Grouped by Period
Full dashboard with all KPI details and 6 charts is on the demo page.
Open full demoThe sample tracks 4 plans across 4 regions and 12 months, with $460,319 closing MRR in Jun 2026.
Sample churn: customer churn 2.3% and revenue churn 2.4%.
Organize SaaS workflows around MRR movement, churn, cohorts, unit economics, and account concentration with definitions visible.
SaaS metrics change when the movement model changes. New MRR, expansion, contraction, churn, reactivation, and logo churn must remain distinct.
The hub uses 12 months of sample subscription movement. In Jun 2026, churned recurring revenue totals $10,450 with $440,862 opening MRR.
The workflow is designed around a visible movement bridge and account-level evidence behind every change.
Recurring revenue reporting depends on distinct movement components. This hub separates subscription movement from generic revenue charts so that new, expansion, contraction, and churn stay auditable across periods.
MRR, ARR, and active subscriptions using normalized billing intervals.
New, expansion, contraction, reactivation, and churned recurring revenue by period.
Customer churn, revenue churn, and retention using clearly defined opening cohorts.
Recurring revenue, customers, and movement by plan, segment, region, or acquisition source.
Revenue exposure to the largest customers and the share represented by top accounts.
Charts and rate definitions remain visible beside every computed metric.
Use the downloadable sample to follow the source rows, field mapping, validation, and final output as one reproducible workflow.
The source preview highlights the exact columns and representative rows used by the workflow.
| Period | Quarter | Plan | Region | Closing MRR |
|---|---|---|---|---|
| 2025-07-01 | Q3 2025 | Starter | North America | 50,074 |
| 2025-07-01 | Q3 2025 | Growth | Europe | 84,580 |
| 2025-07-01 | Q3 2025 | Pro | APAC | 122,255 |
| 2025-07-01 | Q3 2025 | Enterprise | Middle East & Africa | 173,766 |
| 2025-08-01 | Q3 2025 | Starter | Europe | 52,781 |
The finished output includes KPI cards, charts, tables, and report views described in the workflow.
Grouped by Period
Use one clear header row and one consistent record per row. The exact required fields depend on the selected analysis. VizMint should detect available fields, show what can be calculated, and hide metrics that require missing data.
| Column | Requirement | Example | Purpose |
|---|---|---|---|
| Customer ID | Core | CUST-2048 | Identifies and groups records accurately |
| Subscription ID | Core | SUB-8831 | Identifies and groups records accurately |
| Plan | Core | Growth | Adds context and improves analysis |
| Billing interval | Core | Monthly | Adds context and improves analysis |
| Recurring amount | Core | 12500.00 | Supports totals, comparisons, and financial calculations |
| Start date | Recommended | 2026-06-01 | Creates trends and period comparisons |
| End date | Recommended | 2026-06-01 | Creates trends and period comparisons |
| Status | Recommended | Open | Enables workflow, funnel, and status analysis |
| Period | Recommended | 2026-06-01 | Creates trends and period comparisons |
| Region | Recommended | North | Adds a useful breakdown or comparison |
| Segment | Recommended | Mid-Market | Adds context and improves analysis |
| Currency | Recommended | USD | Adds context and improves analysis |
460,319 closing MRR in Jun 2026, with 1,130 active customers across plans and segments in the sample scope.
In the latest snapshot: New MRR 22,170, expansion 15,917.83, contraction 8,181, and churned recurring revenue 10,449.66.
Customer churn 2.3% and revenue churn 2.37% computed from opening cohorts in the selected reporting snapshot.
Latest month top plan by closing MRR: Enterprise (186,217).
Requires customer-level records (e.g., Customer ID mapped to accounts). The sample dataset is aggregated by plan/segment/region, so concentration is not computed in the preview.
Latest month subscriptions: 732 monthly and 398 annual.
| Chart or Output | Required Fields | Business Question |
|---|---|---|
| MRR Trend | Period, Opening MRR, Closing MRR | Shows recurring revenue over time for the selected records and reporting scope. |
| MRR Movement Bridge | Period, New MRR, Expansion MRR, Contraction MRR, Churned MRR | Shows how recurring revenue changes via movement components by period. |
| Customer and Revenue Churn | Period, Active Customers, Churned Customers, Opening MRR, Churned MRR | Shows churn and retention using clearly defined opening cohorts. |
| Plans and Segments | Plan, Segment, Region, Closing MRR, Active Customers | Shows recurring revenue and customer movement by plan/segment/region. |
| Customer Concentration | Customer ID, Recurring amount | Shows revenue share represented by the largest customers (when customer IDs exist). |
| Cohort Retention | Customer ID, Start date, End date or status, Period | Shows retention by opening cohorts (when customer history exists). |
Upload a CSV, Excel file, or supported export containing the records you want to analyze.
Choose the worksheet that contains the main structured table.
Review identifiers, dates, numeric values, categories, statuses, and target fields.
Check record counts, missing values, duplicates, date coverage, and any excluded rows.
Create the supported KPI cards, charts, and comparison tables.
Move to a dedicated workflow when you need deeper calculations, a specialized sample, or a purpose-built output.
| Metric | Formula or Method | Required Fields | Important Rule |
|---|---|---|---|
| Revenue Churn | Churned recurring revenue ÷ opening MRR × 100 | Churned MRR and Opening MRR for each reporting period | New MRR, expansion, contraction, and churn must remain distinct in the input movement model. |
| Customer Churn | Churned customers ÷ opening active customers × 100 | Churned Customers and Active Customers for each reporting period | Retention and churn require a consistent opening cohort definition. |
| Retention Rate | (opening customers − churned customers) ÷ opening customers × 100 | Active Customers and Churned Customers | If churn is missing or paused-customer rules differ, retention should be hidden or explained. |
| Net MRR Movement | New MRR + Expansion MRR − Contraction MRR − Churned MRR (to reconcile to closing − opening) | New, Expansion, Contraction, Churned, Opening, Closing | If the movement components do not reconcile, show the supporting denominators and exclude ambiguous records. |
| Problem | Recommended Fix |
|---|---|
| One-time revenue in MRR | Document the rule, standardize the source data, and validate the corrected result before generation. |
| Annual contracts treated incorrectly | Document the rule, standardize the source data, and validate the corrected result before generation. |
| Duplicate subscriptions | Use a stable identifier, review repeated rows, and remove or reconcile duplicates before calculation. |
| Paused customers counted as churn | Document the rule, standardize the source data, and validate the corrected result before generation. |
| Missing customer history | Add the missing field when available; otherwise hide dependent metrics and explain the limitation. |
Use the mrr dashboard content or workflow when you need a more specific analysis than the broad hub provides.
Use the churn analysis content or workflow when you need a deeper churn and retention view.
Use the cohort retention heatmap content when you have consistent customer history for opening cohorts.
Use the customer concentration workflow when customer-level records exist and you need top-account exposure.
This hub starts broad, then routes you into a purpose-built workflow for deeper calculations.
View Live DemoVizMint analyzes exports; it does not replace the accounting, CRM, help-desk, HR, warehouse, advertising, or project-management system that produced them.
Upload a structured file to review the available metrics, comparisons, and charts, then open the focused workflow that matches your reporting goal.