ARR Aggregated

Purpose

Provide an ARR-level view of recurring revenue, converting monthly recurring revenue (MRR) components into annual equivalents for high-level financial reporting.

This model is designed as a lightweight reporting layer, enabling:

ARR-based performance reporting
Comparison of revenue components on an annual basis
Alignment with budgeting, planning, and valuation metrics

It removes monthly granularity while preserving revenue structure and time dimensions.

Business Logic

Start from MRR Aggregated
Retain all dimensional columns (e.g. date, value_type)
Annualize revenue components by multiplying monthly values by 12
Produce one row per date and value type

Output Contract

Definitions

Column	Description
date	Date of the revenue snapshot (`YYYY-MM-DD`)
value_type	Value type such as `actual`, `budget`
current_base	Annualized ARR from existing customers
new_customers	Annualized ARR from new customer acquisition
upsell	Annualized ARR from expansions
downsell	Annualized ARR lost to contractions
churn	Annualized ARR lost to churn
net_new_arr	Net change in ARR over the period
ending_balance	Total ARR at period end

Sample & Implementation

Annualized recurring revenue metrics aggregated by date and value type.
date	value_type	current_base	new_customers	upsell	downsell	churn	net_new_arr	ending_balance
2025-01-01	budget	180000000	3600000.0	240000.0	12000.0	1500000.0	2328000	182328000
2025-02-01	budget	182328000	3604507.2	240000.0	12000.0	780976.56	3051528	185379528
2025-03-01	budget	185379528	3608949.6000000006	240000.0	12000.0	781939.0800000001	3055008	188434536
2025-04-01	budget	188434536	3613320.0	240000.0	12000.0	782886.0	3058440	191492976
2025-05-01	budget	191492976	3617625.5999999996	240000.0	12000.0	783818.8799999999	3061812	194554776
2025-06-01	budget	194554776	3621866.4000000004	240000.0	12000.0	784737.72	3065124	197619912
2025-07-01	budget	197619912	3626056.8	240000.0	12000.0	846079.9199999999	3007980	200627892
2025-08-01	budget	200627892	3630182.4000000004	240000.0	12000.0	847042.56	3011136	203639028
2025-09-01	budget	203639028	3634250.3999999994	240000.0	12000.0	847991.76	3014256	206653284
2025-10-01	budget	206653284	3638260.8000000003	240000.0	12000.0	848927.52	3017328	209670624

{{config(materialized='view')}}


with mrr_aggregated as (
    select * from {{ ref('mrr_aggregated') }}
)

select
    date,
    value_type,
    current_base * 12 as current_base,
    new_customers * 12 as new_customers,
    upsell * 12 as upsell,
    downsell * 12 as downsell,
    churn * 12 as churn,
    net_new_mrr * 12 as net_new_arr,
    ending_balance * 12 as ending_balance
from mrr_aggregated

Dependencies

Transformations: MRR Aggregated