Generators · Builder
SaaS Metrics & MRR Policy Builder
Generate an internal MRR accounting policy document — how annual contracts, failed payments, and refunds are treated — ready to share with your team or investors.
About this builder
An MRR accounting policy is the internal rulebook that defines exactly how your team calculates MRR — how annual contracts are normalized, when failed payments get excluded, how refunds are handled. Without a written policy, different people (or different tools) calculate MRR differently, and the number in your board deck stops matching the number in your dashboard.
This builder generates a policy document you can share with your finance team, co-founders, or investors — a single source of truth for what counts as MRR at your company.
Frequently Asked Questions
How is this different from the MRR Accuracy Audit?
The audit diagnoses whether your current MRR calculation has specific known errors — it gives you a score and a list of gaps. This builder generates the policy document that defines the correct rules going forward, so the whole team calculates MRR the same way. Most people run the audit first, fix what it finds, then use this builder to document the resulting rules.
Who should this policy be shared with?
Anyone who touches revenue numbers: co-founders, finance/accounting, and anyone building dashboards or reports. It's also useful to attach to investor updates or data room documents, since investors often ask how MRR is calculated during diligence.
Is my input data saved anywhere?
No. Everything is assembled in your browser from your selections. Nothing is sent to or stored on our servers, and no account is required.
Verify this with an audit
Check whether your current setup actually matches this plan with the MRR Accuracy Audit.
MRR Accuracy Audit →Want Dnoise to catch failed payments automatically?
Connect Stripe in read-only mode and Dnoise flags recovery issues automatically — no manual playbook required.
Connect Stripe — free →