MRR and ARR (Recurring Revenue)

Excel Formulas › Sales & CRM

All versionsSUMIF

MRR (monthly recurring revenue) and ARR (annual) are the heartbeat of subscription businesses. Sum active monthly subscriptions for MRR; multiply by 12 for ARR.


Quick formula: MRR and ARR:
=SUM(active_monthly_fees) // MRR =MRR * 12 // ARR
Sum the monthly fees of active subscriptions for MRR; ARR is twelve times MRR.

Functions used (tap for the full reference guide):

The example

$25,000 in monthly fees.

AB
1ItemValue
2MRR25000
3× 12 → ARR→ $300,000

The formula

The formula:

=SUMIF(status, "Active", monthly_fee) // sum active fees = MRR

How it works

How it works:

  1. MRR = sum of all active monthly subscription fees — normalize annual plans to monthly first.
  2. SUMIF(status, "Active", monthly_fee) totals only live subscriptions.
  3. ARR = MRR × 12 — the annual run-rate.
  4. Track new, expansion, and churned MRR separately to explain the movement month to month.

Normalize to monthly first. An annual plan billed at $1,200 contributes $100 to MRR, not $1,200. Convert every plan to its monthly-equivalent fee before summing, or annual deals will wildly overstate MRR. The classic MRR bridge — new + expansion − contraction − churn — then explains exactly why MRR moved.

Try it: interactive demo

Live demo

Monthly recurring revenue.

MRR · ARR

Variations

Active MRR (SUMIF)

Live subs only:

=SUMIF(status, "Active", monthly_fee)

Annual plan to MRR

Normalize:

=annual_fee / 12

Net new MRR

The bridge:

=new + expansion - contraction - churned

Pitfalls & errors

Normalize plans. Convert annual/quarterly fees to monthly before summing into MRR.

Active only. Exclude churned and trial accounts from MRR.

One-time fees aren’t recurring. Setup or services revenue isn’t MRR.

Practice workbook

📊
Download the free MRR and ARR (Recurring Revenue) practice workbook
An MRR/ARR sheet with the active-SUMIF, normalize, and net-new variants, plus 4 challenges with answers. No sign-up required.

Frequently asked questions

How do I calculate MRR and ARR in Excel?
MRR = sum of active monthly fees, e.g. =SUMIF(status, "Active", monthly_fee). ARR = MRR × 12.
How do I handle annual plans in MRR?
Normalize to monthly first: =annual_fee / 12. An annual $1,200 plan is $100 MRR.
What is net new MRR?
The bridge: new + expansion − contraction − churned, explaining why MRR changed month over month.

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Function references: SUMIF