Worksheet

Monthly SaaS review sheet

One page per month with recurring revenue split into new, expansion, contraction and cancelled accounts. Beneath it, list failed payments, trials ending soon, cancellation reasons and the top repeat support issues. Go through it with the founder at the start of each month.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “What a SaaS Company Should Track Every Month Beyond MRR”, www.gullysystem.com/blog/what-a-saas-company-should-track-every-month-beyond-mrr