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Recurring revenue · Google Sheets sample

GoHighLevel Recurring Revenue Changes report template

Inspect recorded new, expansion, contraction, and churn events in a recurring-revenue waterfall. Each movement needs a real effective-dated event.

Recurring Revenue Changes

Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago

Change filters to explore the sample locally. No account connection.

New recurring amount$300.00Effective event date
Expansion amount$20.00Effective event date
Churned recurring amount$80.00Effective event date
Net recurring movement$240.00Effective event date

Recorded recurring revenue changes

Recorded recurring revenue changes$0.00$106.67$213.33$320.00New: $300.00Expansion: $20.00Contraction: $0.00Churn: -$80.00Net change: $240.00NewExpansionContractionChurnNet change

View chart data
Recorded recurring revenue changes values
GroupValue
New$300.00
Expansion$20.00
Contraction$0.00
Churn-$80.00
Net change$240.00

Recorded lifecycle events

Recorded lifecycle eventsNewNew: 22ExpansionExpansion: 11ContractionContraction: 00ChurnChurn: 11

View chart data
Recorded lifecycle events values
GroupValue
New2
Expansion1
Contraction0
Churn1
Recurring change records
SubscriptionEventEffective dateMonthly amount change
su1New2026-10-02$100
su2New2026-10-03$200
su4Churn2026-10-08-$80
su1Expansion2026-10-10$20

What the metrics mean

New recurring amount

Record grain: subscriptionEvent

Date basis: Effective event date

Rules: One contributing record per typed ID

Expansion amount

Record grain: subscriptionEvent

Date basis: Effective event date

Rules: One contributing record per typed ID

Churned recurring amount

Record grain: subscriptionEvent

Date basis: Effective event date

Rules: One contributing record per typed ID

Net recurring movement

Record grain: subscriptionEvent

Date basis: Effective event date

Rules: One contributing record per typed ID

Required data and boundaries

  • Effective-dated lifecycle events
  • Subscriptions with billing intervals
  • Validated subscription history

The sample includes an invented event ledger. Live reporting requires accepted lifecycle history; current subscription flags cannot substitute for it.

Synthetic effective-dated events only, observed from 2026-10-01. Changes do not establish an opening MRR balance, churn rate or NRR. No historical outcome is inferred from latest subscription status.

CRM coverage only · USD; other currencies excluded. Financial units and relationship namespaces are simulated, not provider-validated.

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