SaaS MRR Dashboard.
Track MRR, new business, expansion, contraction, and churn in one revenue view.
About this template
See monthly recurring revenue broken into new, expansion, contraction, churned, and reactivated MRR, with a waterfall for each month. Filter by plan and billing interval, and drill into the customer movements behind any number. Built the way a founder or finance lead would build it in a spreadsheet, minus the fragile formulas.
The live demo ships with sample data: 24 months of subscription history for a fictional B2B SaaS with roughly 400 customers on three plans, including upgrades, downgrades, cancellations, and reactivations so every movement type appears in the waterfall.
The prompt behind this template
This is the exact description the Prized agent built it from. Yours can be one sentence: the agent fills in the rest, and you refine from there.
Show the full prompt
Build an MRR dashboard for the finance lead at Cairnstack, a fictional B2B workflow analytics SaaS with about 400 customers on three plans: Starter at $49, Growth at $199, and Scale at $599, billed monthly or annually. Layout, top to bottom. A header row with two filters that recompute every number on the page: Plan (All, Starter, Growth, Scale) and Billing interval (All, Monthly, Annual), both defaulting to All. Below it, four stat cards: Current MRR (about $82,400), Net new MRR this month (about +$310), Expansion MRR this month (about $3,900), Churned MRR this month (about $2,750). Next, the centerpiece: a monthly MRR waterfall bar chart with a month selector covering the last 24 months, showing starting MRR, then new, expansion, and reactivation as upward bars, contraction and churn as downward bars, and ending MRR. Below it, a 24 month composed chart: grouped bars for the five movement types per month with a line for total MRR overlaid. At the bottom, a customer movements table for the selected month: customer, movement type as a colored badge, plan, billing interval, MRR change, and date, sorted newest first and sortable on every column. Clicking a waterfall bar filters the table to that movement type. Data to seed: a starting MRR baseline from 24 months ago totaling $61,000, broken down by plan and billing interval (six combinations that sum to $61,000) so the header filters recompute the waterfall's starting point too, plus about 180 customer movement records spread over the last 24 months. Each record has a realistic fictional company name (like Harbor and Finch, Ottermill Logistics, Beacon Supply Co), a date, a movement type (new, expansion, contraction, churn, or reactivation), plan, interval, and an MRR change between $49 and $1,200. Every movement type must appear in every recent month. Plant this story: through the first 18 months new business drives growth, but over the last 6 months new MRR flattens while expansion keeps climbing, and in the most recent 2 months churn plus contraction nearly cancel new business, so the waterfall shows growth visibly carried by expansion alone. Behavior: all totals, the waterfall, and the trend chart compute from the movement records and baseline, filtered by the header controls. A member only Log movement button opens a dialog capturing customer, type, plan, interval, amount, and date; the page must read perfectly for visitors who never open it. Color code movements: green for new and reactivation, blue for expansion, amber for contraction, red for churn. Visual identity: a deep blue accent on a clean white base, used for primary actions, active filters, the total MRR line, and chart emphasis.
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