What this does
Recurring revenue tracking shows your Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR) from subscription-based deals.
When to use it
Use this when you sell subscriptions, memberships, or retainer-based services and need to track revenue over time.
How it works
- Deals can be marked as one-time or recurring
- Recurring deals specify a billing interval (monthly, quarterly, annually)
- The dashboard calculates MRR and ARR from all active recurring deals
- Churn is tracked when recurring deals are lost
Step by step
- When creating a deal, set the Revenue Type to Recurring
- Choose the Billing Interval (monthly, quarterly, annual)
- Enter the Recurring Value per interval
- The deal contributes to MRR/ARR on the dashboard
Key metrics
- MRR — total monthly recurring revenue from all active deals
- ARR — MRR multiplied by 12
- Churn Rate — percentage of MRR lost to cancelled deals this month
- Net Revenue Retention — accounts for both churn and expansion
Tips
- Software industry preset includes MRR/ARR dashboard by default
- Track expansion revenue by increasing deal value on upsells
- Review churn monthly to identify at-risk accounts early