Chelsey Fang
Last updated: 6 March 2025
SaasGrid's transaction revenue template comes pre-formatted with a few sections - see below for a description of what to enter into each tab.
Like MRR Waterfall template, you can fill out the templates directly, or add additional tabs to the template and write formulas to the Transactions and Expenses tabs. While other sheets can have formulas or mappings for your data, SaaSGrid only reads the data on the two default tabs.
The Transaction Revenue Template does not contain a Headcount or Expenses section - this data will need to come from a default customer sheet. Please don't change the names of the default tabs!
On the tab "Transactions", include all transaction records with the customer name (specified with "Customer ID"), the type of revenue for the transaction (MRR, ARR, or Non-Recurring Revenue), Amount, Close Date (the date the transaction closed), Start Date (the date the transaction services were active), and End Date (the date the transaction services ended). Customer ID, Revenue Type, Amount, and Start Date are required fields for all transactions. If Close Date is empty for a transaction, SaaSGrid will mark the transaction as starting on the Start Date. If End Date is empty, SaaSGrid will look for a future start date to indicate a future transaction - if no transaction is found, then SaaSGrid will mark the customer as churned.
With this template, each transaction can have contract-level attributes. In the attributes column, add any transaction-level information - these attributes can then later be used to create Segments and Filters in SaaSGrid.
The last tab is “Customers.” Much like the MRR Waterfall template, attributes (or additional metadata tags) can be associated with any customer.
Currently, SaaSGrid will require a separate data source for Expenses and Headcount. To have Expenses and Headcount available with a Transactions template, follow the instructions in this article. In creating the workspace, make sure to set the Customer Source to your Transaction Data source, and the Accounting Source and Headcount Source to another spreadsheet.
