SaaS · Power BI template

SaaS Metrics: MRR & Churn Power BI template

Power BI SaaS metrics dashboard template: MRR, net revenue retention, churn and CAC payback KPIs, MRR movement chart, churn trend and cohort retention matrix.

By · Founder & Reliability Engineer · Updated

Free for commercial use

Light version: same layout, colours re-solved and checked for WCAG AA contrast.

SaaS Metrics: MRR & Churn Power BI dashboard template: 4 KPI cards, a line & column chart, a line chart, a matrix and 2 slicers on a 1280×720 page

BetaOpens in Power BI Desktop with 5 tables of sample data and every visual bound. See what’s inside

Free, no sign-up. The PBIP with sample data includes the background, theme and a README. 1920×1080 fits a new page in a Fluent 2 report; 1280×720 and 2× fit Classic pages. Downloads carry a small “Made with VizForge” mark (sign in to the studio to remove it).

Customise in the design studio →
Layout
Glass header card, stacked KPI column, MRR movement, churn trend + cohort matrix
Page size
1280×720 px (16:9, Power BI default)
Theme
Plum Dusk

Open the sample-data PBIP in Power BI Desktop

Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).

  1. 1

    Unzip to a short path and open the .pbip

    Extract the zip to a short local folder such as C:\PBI (Windows limits project paths to 260 characters, and Desktop can't save a project straight to OneDrive or SharePoint), then double-click the .pbip file or use File → Open in Power BI Desktop. Microsoft still lists projects and TMDL as preview features (as of Nov 2026): if Desktop won't open the project, go to File → Options and settings → Options → Preview features, tick “Power BI Project (.pbip) save option” and “Store semantic model using TMDL format”, then restart Desktop.

  2. 2

    Select Refresh once

    The project ships without the local data cache (.pbi/cache.abf), so Desktop opens the full model definition without data. Select Home → Refresh: every table is built from values written into its Power Query step, so there is no data source to sign in to.

  3. 3

    Save as .pbix or connect your data

    Use File → Save as to keep a single .pbix file, or open Transform data and replace each table's Source step with your own query, keeping the column names so the measures and visuals keep working.

What’s inside the SaaS sample model

Rendered from the same definition the download writes as TMDL, so this list always matches the file.

Tables
5
Fact rows
240
DAX measures
12

A B2B SaaS business with three plans in three regions: monthly MRR movements (new, expansion, contraction, churn), customer counts and sales & marketing spend from May 2025 to Oct 2026, plus 12 monthly sign-up cohorts with revenue retained by month since start. Units: US dollars of monthly recurring revenue; customers as logos.

Tables and columns

Calendar

Date table · 2025–2026, one row per day

Date table generated in Power Query (List.Dates), marked as the model's date table.

  • Date (date)
  • Year (whole number)
  • Quarter (text)
  • Month (text)
  • Month Name (text)
  • Week Start (date)
  • Weekday (text)
  • Fiscal Year (text)

Plan

Dimension · 3 rows

Pricing plans.

  • Plan (text)

Region

Dimension · 3 rows

Sales regions.

  • Region (text)

MRR

Fact · 162 rows

Monthly MRR bridge per plan and region: starting MRR + new + expansion − contraction − churn = ending MRR.

  • Date (date)
  • Plan (text)
  • Region (text)
  • Starting MRR (decimal)
  • New MRR (decimal)
  • Expansion MRR (decimal)
  • Contraction MRR (decimal)
  • Churned MRR (decimal)
  • Ending MRR (decimal)
  • Starting Customers (whole number)
  • New Customers (whole number)
  • Churned Customers (whole number)
  • Sales & Marketing Spend (decimal)

Cohorts

Fact · 78 rows

Revenue retained by sign-up cohort and months since start (all plans and regions).

  • Cohort Date (date)
  • Cohort (text)
  • Months Since Start (whole number)
  • Starting MRR (decimal)
  • Retained MRR (decimal)

Relationships

Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.

  • MRR[Date] → 'Calendar'[Date]
  • MRR[Plan] → Plan[Plan]
  • MRR[Region] → Region[Region]

DAX measures

All measures live in a dedicated Key Measures table. Copy any of them into your own model; rename the table and column references to match.

MRREnding MRR of the latest month in context.
MRR =
VAR LastMonth = MAX ( MRR[Date] )
RETURN
    CALCULATE ( SUM ( MRR[Ending MRR] ), MRR[Date] = LastMonth )

Format string: $#,0

New MRRMRR from new customers.
New MRR =
SUM ( MRR[New MRR] )

Format string: $#,0

Expansion MRRUpgrades and seat growth.
Expansion MRR =
SUM ( MRR[Expansion MRR] )

Format string: $#,0

Contraction MRRDowngrades, shown negative.
Contraction MRR =
- SUM ( MRR[Contraction MRR] )

Format string: $#,0;($#,0)

Churned MRRCancelled MRR, shown negative.
Churned MRR =
- SUM ( MRR[Churned MRR] )

Format string: $#,0;($#,0)

Net New MRRChange in MRR over the period.
Net New MRR =
[New MRR] + [Expansion MRR] + [Contraction MRR] + [Churned MRR]

Format string: $#,0;($#,0)

Net Revenue RetentionTrailing 12 months: starting MRR plus expansion, minus contraction and churn, over starting MRR (simplified: movements from customers won inside the window also count).
Net Revenue Retention =
VAR LastMonth = MAX ( MRR[Date] )
VAR FirstMonth = EDATE ( LastMonth, -11 )
VAR Base =
    CALCULATE ( SUM ( MRR[Starting MRR] ), REMOVEFILTERS ( 'Calendar' ), MRR[Date] = FirstMonth )
VAR Movements =
    CALCULATE (
        SUM ( MRR[Expansion MRR] ) - SUM ( MRR[Contraction MRR] ) - SUM ( MRR[Churned MRR] ),
        REMOVEFILTERS ( 'Calendar' ),
        MRR[Date] >= FirstMonth,
        MRR[Date] <= LastMonth
    )
RETURN
    DIVIDE ( Base + Movements, Base )

Format string: 0.0%

Logo Churn %Customers lost over customers at the start of each month (summed).
Logo Churn % =
DIVIDE ( SUM ( MRR[Churned Customers] ), SUM ( MRR[Starting Customers] ) )

Format string: 0.00%

Revenue Churn %Gross MRR churn: churn plus contraction over starting MRR.
Revenue Churn % =
DIVIDE ( SUM ( MRR[Churned MRR] ) + SUM ( MRR[Contraction MRR] ), SUM ( MRR[Starting MRR] ) )

Format string: 0.00%

Gross Margin AssumptionSample subscription gross margin used for CAC payback.
Gross Margin Assumption =
0.78

Format string: 0%

CAC Payback (months)Months of gross-margin-adjusted new MRR needed to repay sales and marketing spend.
CAC Payback (months) =
DIVIDE ( SUM ( MRR[Sales & Marketing Spend] ), SUM ( MRR[New MRR] ) * [Gross Margin Assumption] )

Format string: 0.0

Cohort Retention %Cohort MRR as a share of its first-month MRR.
Cohort Retention % =
DIVIDE ( SUM ( Cohorts[Retained MRR] ), SUM ( Cohorts[Starting MRR] ) )

Format string: 0%

What each visual is bound to

The PBIP opens with these fields already on each visual.

Field bindings per visual
VisualFields
PlanSlicerPlan[Plan]
RegionSlicerRegion[Region]
MRRCard[MRR]
MRR movementLine & column chartCalendar[Month], [New MRR], [Expansion MRR], [Contraction MRR], [Churned MRR], [Net New MRR]
Net revenue retentionCard[Net Revenue Retention]
Logo vs revenue churnLine chartCalendar[Month], [Logo Churn %], [Revenue Churn %]
Cohort revenue retentionMatrixCohorts[Cohort], [Cohort Retention %], Cohorts[Months Since Start]
Logo churnCard[Logo Churn %]
CAC payback (months)Card[CAC Payback (months)]

Questions this dashboard answers

Each one is answered by a visual on the page, from the sample model's own tables and measures.

About this dashboard layout

SaaS boards look at the same handful of numbers every month, so they are stacked in a KPI column on the left where they read like a summary: MRR, net revenue retention, logo churn and CAC payback in months. A vertical stack also leaves the full width on the right for the chart that explains them.

That chart is MRR movement: a column chart with new, expansion, contraction and churned MRR per month (churn and contraction as negative values) and net new MRR as a line. Use the theme's good colour for new and expansion and the bad colour for churn so the bars read without a legend.

Below it, monthly logo and revenue churn as two lines, and a cohort retention matrix: signup month on rows, months since signup on columns, revenue retained as a percentage with a colour scale. The cohort matrix is where you see whether onboarding changes actually improved retention.

Build MRR from a subscription snapshot table (one row per subscription per month) rather than from invoices. Invoices mix annual prepayments and one-off fees into what should be a smooth recurring number.

Visuals on the page

Positions are Power BI page pixels. Enter them in Format → General → Properties → Size and position, or use the PBIP download where they are already set.

Visual positions in the SaaS Metrics: MRR & Churn template
VisualTypeXYWidthHeight
PlanSlicer9043216040
RegionSlicer10803216040
MRRCard40120200104
MRR movementLine & column chart328120912248
Net revenue retentionCard40272200104
Logo vs revenue churnLine chart328416432264
Cohort revenue retentionMatrix808416432264
Logo churnCard40424200104
CAC payback (months)Card40576200104

Custom visuals for this layout

Built-in Power BI visuals cover most slots above. These slots also suit a custom visual; each page covers the data shape, DAX and a prompt to generate it as a .pbiviz.

Already have a report?

Brand Makeover tries SaaS Metrics: MRR & Churn first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 7 data slots without overlaps. Pages it can't seat get another catalog layout or a brand grid. Queries, filters and bookmarks are left as they are. Free, in your browser.

Opens with the Analyst / Dense preset, because the Executive preset doesn't use this layout (No KPI band; this preset needs one).

Restyle my report into this

Swap a slot for a custom visual

Pick any slot and VizForge AI writes a custom visual (.pbiviz, with TypeScript source) sized to it, in this template's colours and shaped for the fields it is bound to.

Generate one that fits this layout.

Card · 200×104 px · bound to [MRR]

1, 2 or 5 credits depending on the brief · 5 free on signup. Sign in or create a free account on the next screen; the brief is saved for 30 minutes.

Brief sent to the generator (you can edit it there)

A Power BI card visual titled "MRR". It sits in a 200×104 px slot on a designed report page. Match the report's brand: data colours #E879F9, #FDBA74, #A5B4FC, #FACC15, #2DD4BF, #FB7185; background #211730; text #F3EEF8; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [MRR]; keep the same data roles so the fields drop straight in.

Not sure what to build? Browse the visual catalog or open the template in the design studio and hand off any slot from there. Or start in the AI generator with a blank brief.

Colours and theme

Plum Dusk

Dark plum Power BI theme with magenta, apricot and lavender data colours; a warm alternative to navy for marketing, media and audience dashboards.

See the Plum Dusk palette and contrast checks →

Use the background in an existing report

Prefer to keep your own report? Apply the design to it instead of opening the PBIP.

  1. 1

    Download the background

    Take the 1920×1080 PNG for a new page in a Fluent 2 report (the default size for new pages), or the 2× PNG (2560×1440) for sharp text on a 1280×720 Classic page. Power BI scales the image to the canvas.

  2. 2

    Set the canvas background

    Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.

  3. 3

    Import the theme

    Design ribbon → Import theme (in the Power BI service: View → Theme pane), then pick the downloaded JSON. Data colours and fonts now match the design. Older Desktop builds: View → Themes → Browse for themes.

  4. 4

    Place your visuals

    Size each visual to the positions above with background and border off, or open the PBIP project where they are already placed.

Questions about this template

Does the SaaS Metrics: MRR & Churn template come with sample data?

Yes. The “PBIP with sample data” download contains a semantic model with 5 tables and 12 DAX measures, and every visual on the page is already bound to it. The sample: A B2B SaaS business with three plans in three regions: monthly MRR movements (new, expansion, contraction, churn), customer counts and sales & marketing spend from May 2025 to Oct 2026, plus 12 monthly sign-up cohorts with revenue retained by month since start. The data is written into each table's Power Query step, so there is no data source or sign-in.

Is it a .pbix file?

It is a Power BI project (PBIP): a folder of text files that Power BI Desktop opens like a .pbix. Open the .pbip file, select Refresh once to load the sample rows, then use File → Save as if you want a single .pbix.

What visuals are in the SaaS Metrics: MRR & Churn template?

The page has 9 visual areas: 2 slicers, 4 cards, 1 line & column chart, 1 line chart, 1 matrix. Their exact positions are listed on this page so you can match them in Power BI's Format → General → Properties panel, or skip that step by downloading the PBIP project.

Which theme does the SaaS Metrics: MRR & Churn template use?

It ships with the Plum Dusk theme (dark tone). Download the theme JSON here, or open the template in the design studio and switch to any other theme or your own brand colours.

Is there a light version of the SaaS Metrics: MRR & Churn template?

Yes. Switch the preview to Light and every download (background, theme JSON and PBIP) comes in that version. The layout is identical; the page, card and text colours are re-solved for a light page, and the accent, status and data colours keep their hues but are adjusted until text meets WCAG AA (4.5:1) and chart colours reach 3:1 against the cards.

How do I use the background image in Power BI Desktop?

Select the page, open Format page → Canvas background, choose Browse and pick the PNG, then set Image fit to Fill and transparency to 0%. Give your visuals a transparent background and no border so the designed panels show through.

Can I open the PBIP project in Power BI Desktop?

Yes. PBIR is the default report format in Power BI Desktop since September 2026, and the download is a PBIP project: unzip it and open the .pbip file, select Refresh once and the sample data loads into visuals that are already bound (the empty PBIP leaves the containers unbound for your own data). Microsoft still lists projects and TMDL as preview features (as of Nov 2026), so if Desktop won't open it, enable them under File → Options and settings → Options → Preview features.

Build guides for this dashboard

Guides to the same dashboard job: which custom visuals it needs, the DAX behind them and prompts to generate them.

KPI cards for this layout

Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.

Designs made for this template’s KPI slots: Active users, side trend, Plan mix donut. Browse all styles in the KPI card gallery or build your own in the SVG measure builder.

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Make the SaaS Metrics: MRR & Churn template yours

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