Description
Track recurring revenue, included usage, renewal dates, churn risk, price changes and expansion opportunities.
Built for agencies, consultants and freelancers with recurring clients. A recurring fee is not the same as confirmed future coverage. Separate the current run rate from month-end contracted MRR, review calendar-month usage and relationship observations, and bring renewal conversations to the right owner before treating expansion as a commitment.
This is a complete system to forecast retainer revenue and keep the work under control: a
26-page guide that walks through the method, and a
13-sheet tracker that does the counting for you.
Who this is for
Agencies, consultants and freelancers with recurring clients.
The guide
A guide to the method: who it is for and who it is not, setup, every sheet and column defined, a complete worked example built on the demo data that ships in the file, the weekly routine, decision rules, common mistakes and troubleshooting.
The tracker
Sheets for Clients, Retainers, Monthly Recurring Revenue, Included Usage, Actual Usage, Renewal Calendar, Churn Risk, Price Adjustments, Expansion Opportunities, Forecast and Email Scripts, with a Start Here page and a Dashboard that blocks invalid inputs or missing usage and risk coverage, then prioritizes renewal, relationship and usage reviews with concrete next actions. 1909 formulas calculate as you fill it in, so
you are reading results rather than building a spreadsheet.
What you get
- 26-page PDF guide (7,552 words)
- 13-sheet Excel tracker with 1909 formulas,
Excel-format .xlsx, recalculated and mutation-tested in LibreOffice Calc. Microsoft Excel desktop and Google Sheets import were not verified; all formulas are visible and unlocked, with no macros or external connections - Read-me-first guide so you know where to start
- Instant download, 111 KB, yours to keep
What this is not
Internal management planning, not legal, tax, accounting, investment or financial advice. MRR is a normalized run rate, not cash, invoices or recognized revenue. No automatic renewals, billing, email sending, legal notice calculation or statistical churn prediction. Expansion is a subjective scenario, can outlive the parent term and must be removed after the same increment enters the base. Settings are centralized on Start Here to preserve the exact manifest modules. Consult qualified professionals for specialist questions.
