SaaS revenue overview report
One question, a complete revenue picture: MRR movement, retention, and LTV — generated from your product database and Stripe.
What this report answers
The SaaS revenue overview is a generative report that summarizes recurring revenue health: net MRR movement broken into new, expansion, contraction, and churn; net revenue retention; and customer lifetime value. Ultra BI builds it from your product database and Stripe in seconds, with the query shown so finance can verify every number.
Key metrics
- Net MRR movement (new / expansion / contraction / churn)
- Gross & net revenue churn
- Net revenue retention (NRR)
- Customer lifetime value (LTV)
- New trial-to-paid conversion
- ARR run-rate
Works with
Ask follow-ups in plain English
FAQ
What data do I need for this report?
A billing source like Stripe covers most of it; connecting your product database adds segmentation by plan, channel, and usage.
Can I customize the template?
Yes. The template is a starting point — just ask follow-up questions in plain English to slice it by any dimension, and save the version you want.
Generate your SaaS revenue overview
Connect your database and Stripe, then run this report in seconds.