ARR Waterfall Calculator

Build an ARR waterfall: starting ARR + new + expansion - contraction - churn = ending ARR.

An ARR waterfall reconciles a starting ARR snapshot to an ending ARR snapshot using ARR movements: new, expansion, contraction, and churned ARR.

It's a practical reporting template and a clean way to compute net new ARR and ARR growth for a period.

Prefer an explanation- Read the guide.
Related definitions:arrnet new arrarr waterfall
 
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Tip: you can type commas (e.g., 10,000).

Example

Using the default inputs, the result is:
$2,640,000.00
Starting ARR (beginning of period)
$2,400,000
New ARR
$240,000
Expansion ARR
$160,000
Contraction ARR
$60,000
Churned ARR
$100,000

How to calculate

  1. Enter starting ARR for the period.
  2. Enter ARR movements: new, expansion, contraction, churned.
  3. Review ending ARR, net new ARR, and ARR growth rate.

Formula

Ending ARR = starting ARR + new + expansion - contraction - churn; Net new ARR = new + expansion - contraction - churn
  • All inputs represent the same period and use the same ARR definition (clean recurring run-rate).
  • This is a reporting bridge; it does not model intra-period timing or cohort curves.

FAQ

Is net new ARR the same as ARR growth-
Net new ARR is a dollar amount (Delta ARR). ARR growth rate is net new ARR divided by starting ARR for the period.
Should I segment the waterfall-
Yes when possible. Segment by plan, channel, and customer size so blended numbers don't hide churn pockets or weak cohorts.

Common mistakes

  • Mixing bookings/cash with ARR movements (different timing and definitions).
  • Using inconsistent definitions for 'recurring' ARR across periods.
  • Hiding segment problems with blended numbers (segment by plan/channel).

How to interpret

ARR waterfall tips
  • Use it quarterly if monthly snapshots are noisy due to deal timing.
  • Pair ARR movement with retention (NRR/GRR) to judge durability.
  • Pair with burn multiple and payback to judge cash efficiency.

Quick checks

  • Keep time units consistent (monthly vs annual) across inputs and outputs.
  • Segment by cohort/channel/plan before trusting a blended average.
  • Use the related guide to avoid common definition and denominator mismatches.