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Recurring Revenue

The Recurring Revenue module forecasts income from subscriptions, contracts, or any other recurring billing arrangement. It supports two complementary input approaches: Subscription Management (tracking customers and churn) and Subscription Model (modelling revenue growth by product).

When to use Recurring Revenue​

Use this module when:

  • Your revenue is based on subscriptions, retainers, or recurring contracts
  • You want MRR/ARR metrics in your forecast and dashboard
  • You need to model customer churn, new customer acquisition, and upsell/expansion

Creating the module​

  1. In your Scenario, click Add a budget.
  2. Choose Recurring Revenue.
  3. Follow the setup wizard.

Step 1 — Introduction​

Set the forecast period and select your products (or subscription tiers). Each product in the module represents a distinct revenue line — e.g. "Starter Plan", "Growth Plan", "Enterprise".

You can configure the module with one or both input modes per product.

Step 2 — Subscription Management (optional)​

Subscription Management tracks the customer lifecycle — new customers, churn, and the resulting active subscriber count over time.

To enable Subscription Management, click the Use existing contracts toggle at the top of the step to set it to On.

For each product:

InputWhat it means
Start dateWhen tracking begins for this product
End dateForecast end for this product
Churn rate (%)Percentage of active subscribers who cancel each month
New customers / monthPlanned new customer additions
Integration syncPull actual subscriber counts from a connected integration (Stripe, Teamleader)

The integration sync type determines how data is loaded:

  • Dynamic: Reads period-by-period changes (more granular, requires integration support)
  • Snapshot: Takes a point-in-time subscriber count from the integration

Subscription Management drives the subscriber count that Subscription Model uses to calculate revenue.

Step 3 — Subscription Model​

The Subscription Model defines how much each subscriber pays and how the revenue is recognised.

For each product:

InputWhat it means
New customersNumber of new customers per month (can override Subscription Management)
Monthly growth %Optional growth rate applied on top of new customers
Period distributionsHow revenue is spread within a billing period (e.g. for annual contracts paid upfront, how is the revenue recognised monthly?)
Billing informationBilling frequency, price per period

Revenue recognition​

For products with annual billing (e.g. a customer pays €1,200/year upfront), the Subscription Model can spread recognition over 12 months (€100/month) rather than booking the full amount in month 1. Configure the period distribution to match your accounting policy.

Step 4 — Mapping​

Assign budget accounts for each product's revenue. You can map:

  • All products to a single "Recurring Revenue" budget account
  • Each product to its own account (for per-product P&L reporting)
  • Revenue recognition accounts separately from billing accounts (for deferred revenue)

Step 5 — Result​

Review the monthly recurring revenue forecast showing:

  • MRR per product
  • Total MRR / ARR
  • New MRR, churned MRR, net MRR change per month
  • Revenue recognition amounts (if deferred revenue is configured)

Integrations​

Connect Stripe or Teamleader to pull actual subscriber data into the Subscription Management step. Once connected:

  • Past months use actual subscriber counts from the integration
  • Future months use your configured growth/churn assumptions
  • You get an actuals + forecast view in one module

Dashboard metrics​

The Revenue dashboard shows the Recurring Revenue module output with:

  • MRR trend over time
  • New vs. churned MRR waterfall
  • ARR (MRR × 12)
  • Net Revenue Retention

These metrics are calculated directly from the module's subscriber and revenue data.

Combining modes​

You can use Subscription Management without Subscription Model (just track customers, no revenue model yet), or Subscription Model without Subscription Management (model revenue growth without tracking individual customers). Using both gives the fullest picture.