Customer Retention & Churn Analysis Template
Track customer behavior, churn risk, and retention outcomes over time. Free .xlsx with formulas. Tracks Active Customer Count, Monthly Recurring Revenue.
Analytics · tracker · CC0 · Public domain · Built by Sheetly AI
About this template
This analytics tracker follows indicators like "Active Customer Count", "Monthly Recurring Revenue" and "Overall Churn Rate" over time. Log your entries in the Data tab and the tracking stays up to date — no need to build the spreadsheet from scratch.
Use this template to record customer activity, revenue, and churn status, then review the KPIs and charts to understand retention performance. Update the Data sheet regularly with new customer records or changes in status and retention actions. Filter by segment, acquisition date, or churn date to identify patterns and high-risk groups. Review summarized KPIs and category comparisons to support decisions on customer success initiatives and retention campaigns.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Track indicators like "Active Customer Count" and "Monthly Recurring Revenue"
- Make faster decisions based on "Overall Churn Rate"
- Monitor your data without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Active Customer Count
- Monthly Recurring Revenue
- Overall Churn Rate
- Tracking dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 40 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 7 columns already laid out and formatted.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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