Review criteria
- +MRR by client and plan
- +Seat-count and renewal columns
- +Total MRR and churn view
- +Works in Google Sheets and Excel
MSP Recurring Revenue Tracker in IT Managed Services
The MSP Recurring Revenue Tracker is a copy-ready spreadsheet for it managed services that tracks clients, plan, seats, mrr, renewal. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “MSP Recurring Revenue Tracker”
Tabs: How to use · Clients · TotalsFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 8
Columns (grey = calculated for you)
- Client
- Plan
- Seats
- Price per seat
- Other recurring
- Renewal date
- MRR
- Annual value
- Open the Clients tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Update seat counts monthly from your PSA or licensing portal; Renewal date turns red when a contract lapses.
- Other recurring covers backup, licenses and firewall subscriptions billed monthly.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
MSP Recurring Revenue Tracker
About this template
It is built for people who want results without another subscription: mSPs tracking managed-services MRR. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing MSP Recurring Revenue Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +MSPs tracking managed-services MRR
- +Anyone watching renewals and churn
Pause before choosing when
- -Automatic billing import
- -Usage metering
About IT Managed Services
Why people consider this option
- +Track tickets, client assets, and recurring revenue without paid PSA software
- +Know your monthly recurring revenue per client
- +Keep an asset inventory across clients
What to review before acting
- -No RMM or remote monitoring built in
- -Growing MSPs eventually need a PSA/RMM platform
Trust FAQ
Questions people ask before copying a template
Does the MSP Recurring Revenue Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the MSP Recurring Revenue Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the MSP Recurring Revenue Tracker track?
It tracks clients, plan, seats, mrr, renewal. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.