Recurring Account Churn and Retention

Excel Formulas › Cleaning & Janitorial

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For a cleaning business built on contracts, account churn — accounts lost over accounts at the start — directly hits recurring revenue. Retention is its complement, and lost revenue sizes the stakes.


Quick formula: monthly account churn:
=accounts_lost / accounts_start
Accounts lost over accounts at the start of the period. 3 lost of 60 is 5% monthly churn.

The example

3 lost of 60 accounts.

AB
1ItemValue
23 / 60—
3Churn→ 5%

The formula

The formula:

=accounts_lost / accounts_start // lost ÷ starting accounts

How it works

How it works:

  1. Churn = accounts lost ÷ accounts at the period start.
  2. Retention = 1 − churn — the share that stayed.
  3. Multiply lost accounts by average monthly value for revenue churned.
  4. Annualize: a steady monthly churn compounds — 1 − (1 − churn)^12.

Small monthly churn is large annual churn. 5% a month sounds survivable, but compounded it’s about 46% a year — nearly half your contracts gone if unreplaced. Recurring cleaning lives and dies on retention, so multiply lost accounts by their monthly value to see the bleed, and weigh that against the cost of better service or account management. Keeping an account is almost always cheaper than winning a new one.

Try it: interactive demo

Live demo

Accounts lost, accounts at start, avg monthly value.

Churn · Revenue lost

Variations

Retention rate

The complement:

=1 - accounts_lost/accounts_start

Monthly revenue churned

Lost × value:

=accounts_lost * avg_monthly_value

Annualized churn

Compounded:

=1 - (1 - monthly_churn)^12

Pitfalls & errors

Lost ÷ start. Use accounts at the period start as the base.

Annualize carefully. Compound monthly churn — don’t just ×12.

Zero accounts. No starting accounts gives #DIV/0!.

Practice workbook

📊
Download the free Recurring Account Churn and Retention practice workbook
A churn sheet with the retention, revenue, and annualized variants, plus 4 challenges with answers. No sign-up required.

Frequently asked questions

How do I calculate account churn in Excel?
Lost over starting accounts: =accounts_lost / accounts_start. 3 of 60 is 5% monthly.
How do I annualize monthly churn?
Compound it: =1 - (1 - monthly_churn)^12 — 5%/month is about 46%/year, not 60%.
How much revenue is churn costing?
=accounts_lost * avg_monthly_value.

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Related formulas: Churn rate · Recurring vs one-time pricing · Client retention (salon)