KPI Dashboard

SaaS Renewal KPI Dashboard in Google Sheets

Customer renewals drive long-term revenue in any SaaS business. However, many companies still track renewals using scattered spreadsheets and manual reports. As a result, renewal risks, churn signals, and revenue leakage often go unnoticed. That is why a SaaS Renewal KPI Dashboard in Google Sheets becomes a critical tool for subscription-based businesses.

In this detailed article, you will clearly understand how a SaaS Renewal KPI Dashboard in Google Sheets works, which KPIs it tracks, how each KPI is calculated, and how every worksheet supports renewal performance analysis. Furthermore, you will find a complete KPI list with units, formulas, definitions, and performance direction.

What Is a SaaS Renewal KPI Dashboard in Google Sheets?

A SaaS Renewal KPI Dashboard in Google Sheets is a structured performance-tracking system designed to monitor subscription renewals, churn risk, revenue retention, and customer health.

Instead of relying on CRM exports or static reports, this dashboard consolidates renewal KPIs into one interactive Google Sheets file. Consequently, revenue teams, customer success managers, and leadership gain instant visibility into renewal performance.

Most importantly, Google Sheets enables dropdown-based filtering, MTD and YTD tracking, and automated trend analysis without complex BI tools.

Why Renewal KPIs Matter in SaaS Businesses

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Renewals determine profitability in SaaS. Therefore, tracking the right KPIs helps businesses:

  • Predict churn before it happens

  • Improve renewal conversations

  • Increase net revenue retention

  • Identify high-risk customer segments

  • Align sales and customer success teams

Because renewals reflect customer satisfaction and value realization, SaaS companies must track them continuously.

Key Features of SaaS Renewal KPI Dashboard in Google Sheets

This dashboard includes 6 well-structured worksheets, each serving a specific purpose in renewal tracking.

Dashboard Sheet Tab – Central Renewal Performance View

The Dashboard sheet acts as the main summary page.

Key Capabilities:

  • Month selection dropdown on Cell D3

  • Automatic update of all KPIs based on selected month

  • Visibility into:

    • MTD Actual vs Target

    • MTD Actual vs Previous Year

    • YTD Actual vs Target

    • YTD Actual vs Previous Year

  • Conditional formatting with up/down arrows for role clarity

This structure allows stakeholders to evaluate renewal health instantly.

SaaS Renewal KPI Dashboard in Google Sheets
SaaS Renewal KPI Dashboard in Google Sheets

Click to Buy SaaS Renewal KPI Dashboard in Google Sheets

KPI Trend Sheet – KPI Behavior & Definition Transparency

In the KPI Trend Sheet:

  • KPI selection dropdown available on Cell C3

  • Auto-display of:

    • KPI Group

    • KPI Unit

    • KPI Type (Upper the Better / Lower the Better)

    • KPI Formula

    • KPI Definition

This sheet ensures everyone understands what they measure and how they calculate it.

KPI Trend Sheet
KPI Trend Sheet

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Actual Number Sheet – Enter Actual Renewal Performance

This sheet captures actual renewal results.

How It Works:

  • Month selector in Cell E1

  • Enter:

    • Monthly MTD actuals

    • YTD cumulative actuals

  • YTD auto-calculation based on month order

This keeps raw data clean and separate from visuals.

Actual Number Sheet
Actual Number Sheet

Target Sheet – Define Renewal Performance Goals

The Target Sheet holds planned renewal benchmarks.

Inputs Included:

  • KPI-wise MTD targets

  • KPI-wise YTD targets

  • Flexible to align with growth stages

Targets flow automatically into dashboard calculations.

Target Sheet
Target Sheet

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Previous Year Number Sheet – YoY Renewal Analysis

This sheet stores previous year renewal KPI values.

By comparing current performance with last year, teams identify sustainable growth or risk patterns early.

Previous Year Number Sheet
Previous Year Number Sheet

KPI Definition Sheet – Master Control Sheet

The KPI Definition Sheet forms the backbone of the dashboard.

Columns Included:

  • KPI Name

  • KPI Group

  • Unit

  • Formula

  • KPI Definition

All other sheets reference this metadata dynamically.

KPI Definition Sheet
KPI Definition Sheet

Click to Buy SaaS Renewal KPI Dashboard in Google Sheets

Business Value of This Dashboard

This dashboard enables teams to:

  • Detect renewal risks early

  • Improve retention planning

  • Increase recurring revenue

  • Align CS and sales efforts

  • Track renewal performance objectively

Because renewal data updates dynamically, decisions stay proactive.

Advantages of SaaS Renewal KPI Dashboard in Google Sheets

Click to Buy SaaS Renewal KPI Dashboard in Google Sheets

  •  No BI tool dependency

  •  Clear MTD & YTD tracking

  •  UTB/LTB clarity for each KPI

  •  Strong YoY benchmarking

  •  Easy customization

Best Practices for SaaS Renewal KPI Dashboard in Google Sheets

  • Standardize KPI definitions

  • Update actuals monthly

  • Review at-risk renewals weekly

  • Align targets with ARR plans

  • Keep visuals simple and focused

Conclusion

Click to Buy SaaS Renewal KPI Dashboard in Google Sheets

The SaaS Renewal KPI Dashboard in Google Sheets delivers a structured, transparent, and scalable way to track renewals, retention, and revenue stability. Because it combines KPI definitions, targets, actuals, and trends, the dashboard empowers SaaS teams to protect revenue and improve customer lifetime value.

When implemented correctly, this dashboard turns renewal tracking into a strategic growth engine.

Frequently Asked Questions (FAQs)

Is this dashboard suitable for B2B SaaS?

Yes, it works perfectly for SMB, mid-market, and enterprise SaaS models.

Can I add expansion KPIs later?

Yes, the KPI Definition Sheet supports unlimited scalability.

Does it support MTD and YTD tracking?

Yes, both MTD and YTD calculations are built-in.

Is Google Sheets enough for renewal tracking?

Yes, especially for small to mid-size SaaS teams.

How often should renewal KPIs be reviewed?

Monthly reviews work best, with weekly risk checks.

Watch the step-by-step video tutorial:

Visit our YouTube channel to learn step-by-step video tutorials

Youtube.com/@NeotechNavigators

Click to Buy SaaS Renewal KPI Dashboard in Google Sheets

PK
Meet PK, the founder of NeotechNavigators.com! With over 15 years of experience in Data Visualization, Excel Automation, and dashboard creation. PK is a Microsoft Certified Professional who has a passion for all things in Excel. PK loves to explore new and innovative ways to use Excel and is always eager to share his knowledge with others. With an eye for detail and a commitment to excellence, PK has become a go-to expert in the world of Excel. Whether you're looking to create stunning visualizations or streamline your workflow with automation, PK has the skills and expertise to help you succeed. Join the many satisfied clients who have benefited from PK's services and see how he can take your data analysis skills to the next level!
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