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Subscription revenue is complicated. Between new customers, renewals, upgrades, and cancellations, your true financial picture can get buried under a mountain of messy data. Trying to make sense of it all can feel overwhelming and often leads to costly mistakes in your forecasting. A well-structured annual recurring revenue excel template is your first step toward achieving clarity. It helps you organize all those moving parts into a single, coherent view of your business's health. This guide will show you how to set up and manage a template that transforms complex transaction data into the actionable insights you need to grow your business confidently.
Think of Annual Recurring Revenue (ARR) as the predictable, yearly income your business can count on from your subscribers. If you run a subscription-based company, ARR is one of the most important metrics for measuring your financial health. It represents the value of the recurring revenue components of your term subscriptions, normalized to a one-year period. This figure gives you a clear, big-picture view of your company's trajectory, smoothing out the typical monthly fluctuations.
Because it focuses on predictable income, ARR is a powerful indicator of your company's stability and potential for growth. Investors and leadership teams rely on it to understand how effectively the business is acquiring new customers and, just as importantly, retaining them over time. Getting a firm handle on your ARR is the first step toward making smarter, data-driven decisions for your company's future. Manually tracking all the moving parts can be a challenge, which is why many businesses turn to automated revenue recognition solutions to ensure accuracy.
At its simplest, the formula for calculating ARR is straightforward: you take your Monthly Recurring Revenue (MRR) and multiply it by 12.
ARR = Monthly Recurring Revenue (MRR) × 12
However, the key is to calculate your MRR correctly. You need to include all recurring revenue from new subscriptions and any additional revenue from existing customers who upgrade their plans (expansion revenue). Just as crucial, you must subtract revenue lost from customers who cancel (churned ARR) or downgrade (contraction ARR). It’s important to remember that one-time charges, like setup fees or professional services, should not be included in your ARR calculation. This metric is exclusively for predictable, recurring revenue.
ARR is much more than just a vanity metric; it’s a vital sign of your company's health and momentum. A steady, growing ARR demonstrates that your business model is stable and that you have a solid foundation for future expansion. It provides clear insight into how well you’re acquiring new customers and keeping your current ones satisfied. This makes ARR an essential figure for financial forecasting, resource planning, and setting realistic growth targets. By tracking it closely, you can assess the effectiveness of your strategies and make adjustments to keep your business on the right path.
To truly understand your business's performance, you need to look at the different components that make up your total ARR. Breaking it down helps you see exactly where your revenue is coming from and where you might be losing it. The key components include:
Analyzing these individual streams gives you a much richer story than a single ARR number ever could. It helps you pinpoint what’s working and what isn’t, so you can focus your efforts on the strategies that drive sustainable growth. You can find more insights on financial metrics on our blog.
When you’re looking for an ARR template, it’s easy to grab the first one you find. But a truly effective template is more than just a calculator—it’s a strategic tool that gives you a clear view of your business's financial health. The best templates move beyond basic calculations to provide deeper insights that help you make smarter decisions. They are designed to be flexible, accurate, and easy to interpret, turning complex data into a clear story about your revenue.
A powerful template helps you answer critical questions: Where is our growth coming from? Which customers are at risk of churning? Are our pricing plans performing as expected? It should provide a solid foundation for your financial planning and reporting. While a well-designed spreadsheet is a great start, many high-volume businesses eventually find they need an automated solution to keep up. As you grow, integrating your data sources becomes key to maintaining accuracy and getting real-time insights into your revenue. A great template will show you exactly what’s possible when you have clean, organized data at your fingertips.
At its core, a strong ARR template must help you predict future revenue. This feature is your financial crystal ball, allowing you to project income over the next months or even years. It’s not just about having a target number; it’s about building a reliable forecast that you can use for budgeting, resource planning, and setting realistic growth goals. When you can confidently estimate future cash flow, you can make strategic decisions about hiring new team members, investing in product development, or expanding your marketing efforts. This foresight is what separates proactive businesses from reactive ones.
Understanding why and when customers leave is just as important as tracking new sales. A powerful ARR template will have a dedicated section for calculating and analyzing customer churn. This helps you monitor the overall health of your customer base and the long-term viability of your business model. By tracking churn rates, you can identify trends, pinpoint potential issues with your product or service, and take action to improve retention. A clear view of churn gives you the information you need to keep your existing customers happy, which is often the most efficient path to sustainable growth.
Not all customers are the same, and your ARR template should reflect that. The ability to segment your customer base is a game-changer for getting more precise forecasts and actionable insights. A robust template allows you to divide your customers into groups based on criteria like subscription plan, acquisition date, or industry. This helps you see which segments are driving the most growth, which have the highest churn rates, and where your biggest opportunities lie. With this level of detail, you can tailor your strategies to better serve your most valuable customers and refine your predictions for future growth.
Numbers on a spreadsheet can be hard to interpret. That’s why a great ARR template includes built-in reports and data visualizations. Features like charts, graphs, and dashboards transform raw data into an easy-to-understand format. For example, some templates use color-coded flags—green, yellow, and red—to quickly show the health of each customer account. These visual aids make it simple to spot trends, identify outliers, and present your findings to your team or stakeholders. When your data tells a clear visual story, you can make faster, more informed decisions.
Your forecasts and reports are only as reliable as the data you feed into them. A top-tier ARR template should be built to prioritize data accuracy. This means having clear inputs, protected formulas, and guidance on using consistent and reliable data sources. To maintain integrity, it’s essential to pull information directly from your billing platform, CRM, and accounting software. Manually entering data can lead to errors that throw off your entire forecast. By focusing on clean data from the start and using seamless integrations with your existing systems, you can trust the numbers you’re seeing.
Modern subscription models are often more complex than a simple flat fee. If your business uses usage-based or hybrid pricing, a generic ARR template might fall short. These models create revenue streams that can fluctuate from month to month, and a powerful template needs to account for that variability. It should have the flexibility to model revenue from usage-based charges, overages, and other non-recurring items that contribute to your bottom line. This capability ensures you have a complete and accurate picture of your revenue, even with a complex pricing structure.
A great template is your starting line, not the finish line. Setting it up correctly is what turns a simple spreadsheet into a powerful tool for your business. The real magic happens when you tailor it to your specific needs and integrate it into your daily operations. Think of it as building a custom dashboard for your revenue engine. It takes a little effort upfront, but getting these steps right will give you a clear, accurate view of your financial health and help you make smarter decisions for growth. Let’s walk through how to get your ARR template up and running.
First things first, you need to gather your foundational data. Your ARR template is only as good as the information you put into it. Start by pulling together key details for all your current customers. This includes their annual subscription costs, contract start and end dates, and any relevant customer health scores. This initial data load creates the baseline for all your future calculations and forecasts. Having this information organized in one place gives you a solid starting point and ensures your initial ARR picture is accurate. For more on getting your data in order, check out the insights on our blog.
No two businesses are exactly alike, so your ARR template shouldn't be a one-size-fits-all solution. The next step is to customize the template to reflect how your company actually operates. You can start by modifying labels and headings to match your internal terminology. Don't be afraid to add new formulas or columns that track metrics unique to your business model, like add-on services or usage-based fees. This customization ensures the template is not just a generic tool but a reflection of your specific revenue streams and operational needs. This tailored approach makes your financial analysis much more meaningful.
Manually entering data is time-consuming and a recipe for errors. To make your ARR template truly powerful, connect it to your existing systems. By linking your template to your CRM, accounting software, and other platforms, you can automate the flow of information. This creates a single source of truth and ensures your data is always current. For example, when a new deal closes in your CRM, the data can automatically update your ARR forecast. HubiFi offers seamless integrations that pull data from disparate sources, saving you countless hours and giving you confidence in your numbers.
An ARR template is a living document, not a set-it-and-forget-it report. To maintain its accuracy and usefulness, you need to update it regularly with fresh data. New customers, churn, upgrades, and downgrades all impact your ARR, and your template should reflect these changes in near real-time. I recommend setting a recurring time on your calendar—whether it's daily, weekly, or monthly—to refresh your data. This discipline ensures you’re always working with the most current information, which is essential for making informed business decisions. If manual updates feel overwhelming, you can always schedule a demo to see how automation can help.
Forecasting shouldn't happen in a silo. Your colleagues across different departments have valuable insights that can make your ARR projections much more accurate. Involve your sales team for input on the pipeline, your customer success team for information on potential churn or expansion opportunities, and your marketing team for their lead generation forecasts. This collaborative approach not only improves the quality of your data but also fosters a shared sense of ownership over the company's financial goals. When everyone is on the same page, you can create a more comprehensive and realistic financial plan.
Once you have your ARR template set up, the real work begins. Think of your template not as a static report, but as a living document that needs regular care and attention to provide real value. Managing it effectively ensures your data remains accurate, your forecasts are reliable, and your decisions are based on a true picture of your business's health. Without consistent management, even the most sophisticated template can quickly become outdated and misleading.
The key is to build simple, repeatable processes around your template. This involves regularly validating your data, keeping customer information current, and updating the model to reflect changes in your pricing or business strategy. It also means looking for broader patterns, like seasonal trends, and implementing practical safeguards like version control to prevent costly errors. Committing to these practices will transform your ARR template from a simple spreadsheet into a powerful tool for strategic planning and sustainable growth. If you find manual management becoming too cumbersome, exploring automated revenue recognition can help streamline these processes.
Your ARR template is only as good as the data you feed it. To generate reliable projections, you need to start with clean, accurate information. This means pulling in historical data, sales trends, and even industry benchmarks to create a solid foundation. Before you even start analyzing numbers, make it a habit to validate the data you’ve collected. Check for duplicates, correct any formatting errors, and fill in any missing information. A regular data audit—say, weekly or monthly—is a great way to catch issues before they skew your entire forecast.
Your customers are the heart of your recurring revenue, so keeping their information up-to-date is non-negotiable. This goes beyond just contact details. Your template should track essential metrics for each customer, including their current subscription plan, monthly recurring revenue (MRR), and any recent upgrades or downgrades. Consistently tracking this information allows you to accurately calculate customer acquisition cost (CAC) and churn rates. When this data is current, you can spot trends in customer behavior and make proactive decisions to improve retention.
Your business isn’t static, and your pricing probably isn’t either. Whether you’re introducing new tiers, offering promotional discounts, or adjusting prices, your ARR template needs to reflect these changes immediately. Generic forecasting tools often struggle with this, as they can miss the nuanced impact of churn, expansion revenue, or usage-based charges. Manually update your template to account for any pricing adjustments as they happen. This ensures your revenue projections are based on what customers are actually paying, giving you a much more accurate financial outlook.
You might think recurring revenue is immune to seasonality, but most businesses experience some fluctuation throughout the year. For example, a B2B SaaS company might see a surge in new deals at the end of a quarter as clients spend their remaining budgets, or a slowdown during summer holidays. Over time, your ARR template will help you spot these patterns. Recognizing these seasonal business trends allows you to create more realistic forecasts, plan your cash flow more effectively, and adjust your sales and marketing efforts to capitalize on peak periods.
When multiple people are using the same spreadsheet, it’s easy for errors to creep in. Someone might accidentally delete a formula or work from an outdated version. This is where version control becomes your best friend. Implement a simple file-naming system to track changes (e.g., ARR-Forecast-v2.1-Oct2023). Better yet, use a cloud-based platform like Google Sheets or Excel 365 that automatically saves a version history. This way, you can easily track who made changes and revert to a previous version if you find a mistake, keeping your financial planning process clean and reliable.
Once your ARR template is set up and running smoothly, you can start using that data for more than just tracking. This is where the real strategic work begins. Advanced forecasting helps you look beyond the day-to-day numbers to see the bigger picture of your business's health and potential. Instead of just reacting to changes, you can start anticipating them and making proactive decisions about hiring, marketing spend, and product development.
Think of your ARR data as a story about your business. Each data point—every new subscription, upgrade, and cancellation—is a plot point. Forecasting is how you predict the next chapter. By applying different models and analyzing your numbers from various angles, you can build a reliable roadmap for the future. This isn't about having a crystal ball; it's about using the information you already have to make educated, strategic choices that will guide your company toward sustainable growth. You can find more tips for financial planning on the HubiFi blog.
A simple, linear projection isn't always enough. To get a more accurate picture of what’s ahead, you can use different financial models. One popular method is the "ARR snowball," which uses your historical ARR and MRR trends to project future growth. This model accounts for the momentum of your recurring revenue, factoring in new sales, expansion, and churn over time. By understanding these trends, you can create a more dynamic and realistic SaaS revenue forecast that reflects how your business actually grows, rather than just drawing a straight line into the future.
How much is a customer worth to your business over their entire relationship with you? That’s the question Customer Lifetime Value (CLV) answers. To calculate it, you need to look at key metrics like your monthly recurring revenue (MRR), customer acquisition cost (CAC), and churn rates. Tracking CLV is essential for forecasting because it tells you about the long-term health of your revenue streams. A rising CLV suggests you're attracting and retaining high-value customers, which is a strong indicator of sustainable growth and profitability. This helps you refine your forecasting and understand the true value of your customer base.
Your overall ARR growth rate is important, but the real insights come from breaking it down. You should calculate separate growth rates for new business, expansion revenue from existing customers, and revenue lost to churn. Integrating this historical data gives you a much clearer view of your ARR trajectory. For example, you might find that while new customer acquisition is slow, your expansion revenue is strong. This insight allows you to focus your efforts where they’ll have the most impact, like creating upselling opportunities for current customers. This detailed approach helps generate more reliable revenue projections for your business.
The future is never certain, so it’s smart to plan for multiple outcomes. Scenario planning involves creating forecasts for best-case, worst-case, and most-likely situations. This is especially helpful for companies going through a transition, like changing a pricing model or scaling the sales team. You might need blended forecasts that use different assumptions for different customer groups, such as renewal-based projections for legacy customers and usage-based models for new ones. This approach gives you the flexibility to adapt your strategy quickly, no matter what the market throws at you, and helps you understand how different decisions might impact your future revenue.
Not all customers are the same, and your forecasting should reflect that. Generic tools often fail to capture the nuances of recurring revenue because they can’t accurately track churn, expansion, or usage-based billing for different groups. By segmenting your customers—by plan type, industry, or acquisition date—you can analyze the performance of each group individually. This helps you identify your most profitable segments and understand why some customers churn while others expand. This detailed analysis is crucial for creating precise forecasts and making informed strategic decisions. HubiFi’s integrations can help you pull this data together automatically.
An Excel template is a fantastic starting point for tracking Annual Recurring Revenue, but as your business grows, you'll quickly find that manual data entry becomes a bottleneck. It’s not just time-consuming; it’s also prone to human error, which can lead to flawed projections and misguided decisions. When you’re ready to get time back and improve accuracy, automation is the next logical step.
Automating your ARR tracking means creating a system where your financial data flows seamlessly between your tools without you having to copy and paste a single cell. The goal is to establish a single source of truth that updates itself. This involves connecting your accounting software, CRM, and payment processor to a central hub that can process the data and generate the reports you need. This frees you from the spreadsheet grind and gives you a dynamic, real-time view of your company's financial health. With an automated system, you can trust your numbers and focus on the strategic work that actually grows your business.
The first step in automating your ARR is to link your tracking system directly to your accounting software. Whether you use QuickBooks, Xero, or another platform, this connection eliminates the tedious task of manually reconciling revenue data. Instead of exporting CSVs and cleaning up data, an integration automatically pulls transaction information, ensuring your ARR figures align perfectly with your official books. This direct line to your financial data means you can spend less time on data entry and more time analyzing trends and making smart business decisions.
Your CRM is a goldmine of information that directly impacts your ARR. It holds all the details about new deals, upgrades, downgrades, and renewals. By syncing your ARR system with your CRM, you create a closed loop between sales activity and revenue impact. When a salesperson closes a new deal in Salesforce or HubSpot, the contract value can automatically update your ARR forecast. This gives you a much clearer picture of your pipeline's influence on future revenue and helps you generate more reliable sales projections based on real-time sales data.
Manually updating your ARR template once a month means you’re always looking at outdated information. Automatic data syncs solve this by continuously pulling the latest data from your connected systems. Generic forecasting tools often can’t keep up, as they miss the impact of churn, ignore expansion revenue, and fail to model usage-based charges correctly. Setting up automatic syncs ensures every new subscription, cancellation, and upgrade is accounted for the moment it happens. This provides a precise, up-to-the-minute view of your recurring revenue that a static spreadsheet simply can’t match.
How much time does your team spend each month creating ARR reports? Automating this process can give you those hours back. Instead of manually building charts and summaries, an automated system can generate detailed reports on demand or on a set schedule. You can have daily, weekly, or monthly ARR summaries sent straight to your inbox. This not only speeds up your financial planning and analysis but also ensures everyone on your team is working from the same consistent and accurate data. For more ideas on what to include in your reports, check out the HubiFi blog for insights.
For high-volume businesses, even a daily sync isn't enough. Real-time data updates are essential for making quick, informed decisions. When your revenue data is live, you can accurately predict how much money your company will earn and immediately see the impact of a new marketing campaign or a change in pricing. This level of visibility allows you to monitor customer health, engagement, and timing with precision. If you're ready to see what a truly real-time revenue recognition platform can do for your business, you can schedule a demo with HubiFi to learn more.
An ARR template is a fantastic starting point, but it’s not a "set it and forget it" solution. Spreadsheets are powerful, but they’re also prone to human error. A misplaced decimal or a broken formula can have a ripple effect, leading to inaccurate forecasts and misguided business decisions. The good news is that most of these mistakes are entirely avoidable.
Being aware of the common pitfalls is the first step toward maintaining clean, reliable data. From simple data entry typos to outdated assumptions, these small issues can quietly undermine your financial planning. Let’s walk through the most frequent mistakes we see and cover some simple, actionable steps you can take to keep your ARR tracking sharp and accurate. For more tips on streamlining your financial operations, you can find helpful articles on the HubiFi blog.
It happens to the best of us: a typo, a copy-paste error, or a number entered in the wrong column. Manual data entry is the number one source of spreadsheet mistakes. The key to preventing these errors is to standardize how information is entered. Using a template helps everyone input data the same way, which is a great start.
You can take it a step further by using built-in spreadsheet features like data validation to create dropdown menus for things like subscription plans or customer status. This limits free-form entry and ensures consistency. It’s also a good practice to lock cells that contain formulas so they can’t be accidentally overwritten. A little setup upfront can save you from major headaches down the road.
It’s easy to trust that a template’s pre-built formulas are perfect for your business, but that’s a risky assumption. Your company has its own unique way of calculating upgrades, downgrades, and churn. Before you start plugging in your data, take the time to click into each formula cell and make sure the logic aligns with your business model.
A great way to test this is to use a small, simple set of data where you already know the outcome. Run it through the template to see if the numbers match your expectations. Ensuring your formulas are correct from the start helps you spend less time troubleshooting and more time making smart decisions. If you’d rather skip the formulas altogether, you can schedule a demo to see how automation can handle the calculations for you.
Your ARR forecast is only as good as the assumptions it’s built on. Key metrics like your customer churn rate, expansion revenue percentage, and new business growth rate aren't static—they change as your business evolves and the market shifts. If you set these assumptions once and never look at them again, your forecast will quickly become irrelevant.
Make it a habit to review and update your assumptions on a regular basis, perhaps monthly or quarterly. Look at your actual performance data to inform these updates. Are you retaining more customers than you predicted? Is expansion revenue growing faster than you thought? Keeping your assumptions current ensures your ARR forecast remains a relevant and valuable tool for planning.
When you’re just starting out, a simple spreadsheet works fine. But as your business grows, that same template can become slow, clunky, and difficult to manage. Generic forecasting tools often struggle to accurately track the nuances of recurring revenue. They can miss the impact of churn, overlook expansion opportunities, and fail to model usage-based charges in real time.
If your spreadsheet is starting to feel more like a liability than an asset, it might be time to consider a more robust solution. Automated revenue recognition platforms are built to handle high volumes of data and complex subscription models with ease. They often include seamless integrations with your other business systems, providing a single source of truth for your financial data.
Your ARR template contains some of your most sensitive business information, from revenue figures to customer details. Storing this data in a spreadsheet that can be easily shared, copied, or altered creates significant security risks. Accidental deletions, unauthorized access, and conflicting versions of the same file can quickly compromise your data’s integrity.
To protect your information, start with the basics: use password protection on your files and limit access to only the team members who absolutely need it. Implement a clear version control system—naming files with dates is a simple way to start—so everyone knows they’re working from the most current document. Protecting your data is fundamental to ensuring your financial reporting is trustworthy and secure.
Once you have a handle on tracking your Annual Recurring Revenue, you can start using that data to make more strategic business decisions. Your ARR isn't just a number for a report; it's a powerful indicator of your company's health and a guide for future growth. By digging into the components of your ARR, you can uncover insights that will help you refine your strategy, allocate your budget, and plan your next move with confidence.
Your ARR data is a goldmine for identifying what’s working and what isn’t. It clearly shows your potential for growth and how well you’re acquiring and keeping customers. By analyzing your ARR by product line, customer segment, or marketing channel, you can pinpoint your most profitable areas. Are certain features driving more expansion revenue? Do customers from a specific campaign have lower churn rates? These insights help you double down on successful strategies and refine underperforming ones. This focused approach ensures you’re putting your energy where it will have the greatest impact on your bottom line and building a more stable business model.
Predictability is one of the greatest strengths of a recurring revenue model, and ARR is the metric that proves it. Unlike the fluctuating nature of one-time sales, ARR gives you a clear view of your sustainable revenue. This stability is crucial for long-term planning. When you can reliably forecast your income, you can make smarter decisions about hiring, expanding into new markets, or investing in product development. This clarity not only helps your management team plan for growth but also gives investors confidence in your company’s long-term stability and vision. It transforms your budget from a guess into a strategic tool.
A well-organized ARR template does more than just track numbers—it gives you back your most valuable resource: time. When you streamline data collection, you can spend less time on manual entry and more time on making smart business decisions. This efficiency allows your team to shift its focus from compiling data to analyzing it. Instead of just asking "What is our ARR?" you can start asking "Why is our ARR changing?" Freeing up your team for this kind of high-level strategic thinking is essential for growth. Automating this process with seamless integrations is the next step to maximizing your team's impact.
ARR is one of the cleanest metrics for monitoring the health of your subscription business. It cuts through the noise of one-off projects or seasonal spikes to give you a consistent pulse on your company's trajectory. It helps you understand where your business is going and makes your sales forecasts more accurate by using clear, predictable numbers. You can track your ARR against your goals month over month to see if you’re on track. This consistent monitoring allows you to spot potential issues early, celebrate wins, and keep the entire team aligned on the key drivers of performance.
While basic forecasting is helpful, a deep analysis of your ARR trends is what prepares you for the future. Generic forecasting tools often fall short because they don’t accurately track the nuances of recurring revenue. They can miss the impact of churn, ignore expansion revenue, and fail to model usage-based charges correctly. By using a dedicated template or system, you can model different scenarios and make informed predictions. What happens if churn decreases by 1%? How will a new pricing tier affect expansion ARR? Answering these questions helps you move from reactive to proactive, building a more resilient and predictable business.
What's the real difference between ARR and MRR? Think of them as two different zoom levels for viewing your revenue. Monthly Recurring Revenue (MRR) gives you a close-up, month-to-month view, which is great for short-term budgeting and tracking the immediate impact of your sales efforts. Annual Recurring Revenue (ARR) zooms out to give you the big picture. It smooths out monthly fluctuations and provides a clearer, more stable metric for long-term strategic planning and showing investors your company's overall momentum.
Why shouldn't I include one-time setup or service fees in my ARR calculation? The purpose of ARR is to measure the predictable, repeatable income from your subscriptions. Including one-time charges like setup fees or consulting projects inflates your numbers and gives you a false sense of stability. Those fees are valuable, but they aren't guaranteed to happen again. Keeping them separate ensures your ARR is a true reflection of your subscription model's health and its potential for sustainable growth.
My ARR template is getting complicated. When is the right time to switch to an automated system? You've hit a classic growing pain, which is actually a good sign! The tipping point is usually when you start spending more time updating and fixing your spreadsheet than you do analyzing the data. If you're worried about manual entry errors, find it difficult to get real-time insights, or need to connect data from multiple systems, it's time to consider an automated solution. The goal is to get your time back so you can focus on strategy, not data entry.
Besides the main ARR number, what's the most critical component I should be watching? Pay close attention to your churned ARR and your expansion ARR. Your total ARR could be growing, but if it's only because you're signing up new customers as fast as you're losing old ones, you have a leaky bucket. A healthy business shows low churn and high expansion revenue, which means your existing customers are happy and finding more value in your service over time. These components tell the real story behind your growth.
How can I make my ARR forecast more accurate if my business has seasonal ups and downs? Even subscription businesses can have seasonal trends. The key is to stop relying on a simple, straight-line projection. Look at your historical data from the past few years to identify patterns. You might notice that you sign more new customers in the fall or see a dip in the summer. By recognizing these trends, you can adjust the assumptions in your forecast for specific quarters, leading to a much more realistic and reliable financial plan.
Former Root, EVP of Finance/Data at multiple FinTech startups
Jason Kyle Berwanger: An accomplished two-time entrepreneur, polyglot in finance, data & tech with 15 years of expertise. Builder, practitioner, leader—pioneering multiple ERP implementations and data solutions. Catalyst behind a 6% gross margin improvement with a sub-90-day IPO at Root insurance, powered by his vision & platform. Having held virtually every role from accountant to finance systems to finance exec, he brings a rare and noteworthy perspective in rethinking the finance tooling landscape.