Customer Churn Forecast Data Template

Analyze and Forecast Customer Churn & Revenue with Confidence

This ready-to-use Power BI template helps you track customer signups and cancellations, analyze retention by cohort, and forecast customer growth and monthly recurring revenue (MRR) under different scenarios.

This package includes a fully built Power BI (.pbix) file, clean sample datasets, calculated columns, DAX measures, and interactive visuals—so you can go from raw data to insights in minutes.

Perfect for SaaS founders, RevOps, data analysts, and finance teams.

You Will Be Able To

📈 Measure Monthly & Annual Churn
Track new signups, cancellations, active customers (BOM/EOM), and churn rate with clean, production-ready DAX.

🧑‍🤝‍🧑 Analyze Retention by Cohort
Group customers by signup month and view retention from 0–60 months with a matrix heatmap.

📉 Visualize Retention Curves
Compare retention trends across pricing plans or cohorts with interactive area/line charts.

🚀 Forecast Customer Growth
Parameterize acquisition (start/end new signups, growth years) and plan mix to model future users.

💵 Project Revenue (MRR)
Assign per-plan MRR and churn rates, then see how assumptions impact future revenue.

✏️ Easily Customize Everything
Fully editable PBIX + CSVs—no locked logic, hidden tricks, or external dependencies.

New to Power BI Desktop?
Download it free from Microsoft and open the included Power BI (.pbix) file. Replace sample CSVs with your data to use the template with your business.

Built for Real-World Churn & Revenue Modeling

This template goes beyond simple charts—it connects all the pieces you need for practical churn and forecasting:

• Clean data model across signups, cancellations, pricing plans, and customers
• Autogenerated Calendar table that extends 5 years for forecasting
• Calculated columns for signup cohorts & labels
• DAX for new signups, churned customers, BOM/EOM active, and churn rate
• Cohort retention measures + heatmap and retention curves
• Forecast measures for new users, churn, active users, and MRR
• Parameter controls for MRR by plan, churn by plan, plan share, and growth path

Evaluate customer health, test scenarios, and communicate growth & revenue plans with confidence.

Template Preview

🔍 Click on the product images above to see a preview of the Customer Churn & Revenue Forecasting Template in detail.

Explore example pages for monthly/annual churn, cohort heatmaps, retention curves, and forecast dashboards with assumptions slicers.

See the Template in Action

▶️ Step-by-Step Tutorial
Learn how to build the full model: load/transform data, create the calendar, define relationships, add cohort columns, write churn/retention/forecast DAX, and visualize growth & MRR.

Read the full tutorial

Why Choose This Template?

• Save time with a ready-to-use, fully customizable Power BI file
• Designed for subscription/customer analytics and revenue planning
• Handles churn, cohorts, plan-level assumptions, and MRR forecasting
• Simple, clean structure—clearly named measures and fields
• Professional outputs for team reviews and board updates
• Risk-free with a 30-day money-back guarantee

Risk-Free Purchase

I stand behind my products with a 30-day money-back guarantee — if you’re not completely satisfied, simply request a full refund, no questions asked.

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