Help Center

Using the ARR Analysis Excel Add-in

This page explains how to use the ARR Analysis Excel Add-in to analyze annual recurring revenue (ARR) and related SaaS metrics.

The add-in appears in Excel as a ribbon with six groups of features. Each group contains buttons that generate reports, visualizations, and analyses from your ARR data.

You can also refer to the usage video availble here:


1. Open Excel and Access the Add-in

  • Launch Excel and open a workbook.
  • Ensure the ARR Analysis Add-in is installed — it appears as a dedicated ribbon tab at the top of Excel.
Excel with Add-in activated

2. Input

Input Group
  • Upload Template – Upload a prepared Excel template file with ARR data (by customer and month).
  • Sample Template – Generate a sample template pre-filled with fake data, which helps you understand the required format for your real data.

When generating a sample template, a dialog will appear with the following options:

  • Number of rows of fake data
  • Number of months of ARR data per row
  • Maximum number of HQ countries to include (useful to avoid performance issues from too many country-based segments)
  • Option to simulate missing data: you can choose a percentage of missing values in columns like Company Size, Employees, HQ Country, Region, Channel.

You can use this sample file as a guide by replacing the fake data with your real data.

Generate Sample Template Dialog

3. Primary Analysis

Primary Analysis Group
  • Run – Generates sheets with four standard overviews:
    • Annual
    • LTM (Last Twelve Months)
    • Monthly
    • Quarterly
  • Use the dropdown on the Run button to run a single analysis (e.g., just Quarterly) instead of all four.
    Primary Analysis - Expanded

These analyses calculate new ARR, upsell, downsell, and churn. They also generate customer rankings and cohort analyses.

Excel, Primary Analysis

4. Secondary Analysis

Secondary Analysis Group
  • Waterfalls & Trending– Generates waterfall analyses:
    • ARR over time (annual)
    • Logo waterfall
    • Gross and net retention
    • New bookings and churn
    Waterfall Table
  • You can also create rolling analyses for Monthly, Quarterly, and Trailing Twelve Months (TTM), including:
    • Net and gross dollar retention
    • Net new bookings
    • ARR growth
    • Logo growth and churn
    • CAGR metrics
    Excel, Secondary Analysis, TTM

The TTM Metrics sheet also includes automatically generated charts for quick visualization.

Excel, Secondary Analysis, TTM Graph

5. SaaS Analyst

SaaS Analyst Group

This tier enables deeper analysis of customer size distributions, churn, and retention.

  • Cohort Analysis – Generates quarterly cohort performance and retention metrics.
    Excel, SaaS, Cohort Analysis
  • Size Cohort – Shows customer size distribution and ARR contribution, with table + chart outputs.
    Excel, SaaS, Size Cohort
  • Customer Size Histogram – Displays ARR distribution as a histogram.
    Excel, SaaS, Customer Size Histogram
  • Churn Analysis – Analyzes churn by tenure (months before churn). Includes tables and charts showing average retention over time.
    Excel, SaaS, Churn Analysis
    The add-in will also generate a table and graph to show churn by tenure on average for individual months, allowing the analyst to assess how a company retains over time, on average.
    Excel, SaaS, Churn Graph

6. Full Stack Analyst

Full Stack Analyst Group
  • Top Churns – Lists the largest churned customers, including:
    • Customer name
    • ARR size
    • Churn amount
    • Customer tenure
    Excel, FullStack, Top Churns
  • Unit Economics – Calculates:
    • Lifetime Value (LTV)
    • Customer lifetime
    • LTV/CAC ratio
      (Requires rolling annual Sales & Marketing spend and monthly gross margin inputs)
    Excel, FullStack, Unit Economics
  • Segments – Runs ARR analysis by segments (e.g., industry, region, product).
    Segments - Expanded

    Generates:

    • Segment-specific waterfalls and trending
    • ARR and logo counts by segment
    • Rolling (Quarterly/TTM) waterfalls per segment
    • Customer size distributions by segment
    Excel, FullStack, Segment
  • Export– Exports generated analyses into a ready-to-use PowerPoint presentation.

7. ARR Analysis Group

ARR Analysis Group
  • License – Activate or manage your license.
  • Help Center – Open the online documentation.
  • About – View version information about the add-in.

Cautionary Notes

  • Make sure the uploaded template contains accurate and up-to-date data.
  • Some features are only available depending on your subscription tier.

Tips for Efficiency

  • Familiarize yourself with the ribbon layout to quickly find the tools you need.
  • Use Excel keyboard shortcuts to work faster.
  • Save your work regularly to avoid data loss.