Pipeline forecast · Free calculator

Sales Pipeline & MRR Forecast Calculator

Forecast new MRR, steady-state MRR, customer LTV, and sales effort from monthly leads, close rate, average deal size, and retention months.

Disclaimer: Forecasts assume stable close rate, deal size, and retention across cohorts. Real pipelines have seasonality, mix shift, and cohort drift — use this for planning, not for booking revenue.

Scenarios
Common scenarios

Tap a persona to auto-load realistic numbers for that scenario, then tweak the sliders.

120

SQLs entering the pipeline each month — not raw form fills.

18%

Lead → closed-won conversion across the full cycle.

$450

Monthly contract value. For annual deals, divide ACV by 12.

18

How long the average customer stays. Used when churn model is Auto (= 1 / retention).

35
6

Discovery + demos + follow-up + closing for each deal that actually closes.

0

Auto: monthly churn = 1 / retention months. Manual: use the monthly churn % below and ignore retention for the curve.

5%

Logo or revenue churn per month. Typical SMB SaaS: 3–7%. Mid-market: 1–3%. Enterprise: < 1%.

0%

Upsell + price increases minus contraction. Best-in-class SaaS runs 1–2%/mo (≈ 110–130% NRR). 0 = flat cohorts.

Forecast

MRR over 36 months

Cohorts compound until net churn balances new MRR. Steady-state = new MRR ÷ (churn − expansion).

Month 36
$152,609
Steady state
$97,200

Churn model: Auto uses 1 / retention each month; Manual uses the monthly churn input directly. Net expansion is added back to retained MRR — when expansion exceeds churn, the curve grows without a ceiling (net-negative churn).

Formula used

Pipeline → MRR formula

Set churn model to Auto to derive monthly churn from retention (1 / months), or Manual to set it directly. Add net expansion to model upsell and price growth — when expansion ≥ churn, LTV and steady-state become unbounded (net-negative churn).

New MRR = Leads × Close% × Deal · LTV = Deal ÷ (Churn − Expansion) · Steady = New MRR ÷ (Churn − Expansion)
Healthy SMB close rate
15–25%
Enterprise close rate
20–35%
AE selling hours / mo
≈ 120
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Why steady-state MRR matters more than this month's number

New MRR is the inflow. Steady-state MRR is where the business actually settles when the bathtub fills up — new cohorts coming in equal old cohorts churning out. If steady-state is below your cost base, more leads won't fix it: retention is the leak.

Pipeline coverage: how many leads you actually need

If you need 20 new customers a month and you close 1 in 5, you need 100 SQLs entering the pipeline every month — not 100 form fills, 100 actually-qualified leads. Run this calculator against your number target, not your input target.

  • Self-serve SMB: 8–12× coverage typical (low close, low touch).
  • PLG + sales-assist: 4–6× coverage on trials → paid.
  • Mid-market AE-led: 4–5× coverage on qualified opps.
  • Enterprise: 3–4× coverage on stage-2+ opportunities.

Sales effort is the silent cost

An AE realistically sells ~120 hours a month (the rest is admin, internal meetings, pipeline hygiene). If the calculator says you need 600 sales hours, you need five AEs — or the close rate has to go up, the cycle has to compress, or hours-per-deal has to fall through better collateral and qualification.

What to do when the numbers don't work

The four levers — leads, close rate, deal size, retention — are not equal.

  • Raising close rate 5 points is usually cheaper than doubling leads.
  • Extending retention from 12 → 18 months adds 50% to LTV without touching acquisition.
  • Deal-size leverage (packaging, annual prepay) compounds with retention.
  • More leads at the same close rate just means more wasted sales hours.

FAQ

How is this different from an MRR or LTV/CAC calculator?

MRR calculators model existing recurring revenue and churn. LTV/CAC compares unit economics. This calculator works backward from raw lead volume and close rate to forecast how much MRR a sales motion will actually produce and how many AE hours it requires — useful for sales planning and headcount.

Should deal size be MRR or ACV?

Monthly contract value. If you sell annual contracts of $5,400, enter $450. The retention input handles the rest — a 12-month annual contract that auto-renews twice is effectively 36 months of retention.

What's a realistic close rate?

15–25% on qualified SMB leads. 20–35% on enterprise opportunities that reached stage 2+. Below 10% across qualified leads usually means the lead bar is too low or the ICP isn't tight enough — fix qualification before adding leads.

Why is steady-state MRR lower than I expected?

Steady state = new MRR × retention months. If new MRR is $20K and retention is 12 months, steady-state caps at $240K — and that's only when inflow equals churn. Most teams overestimate how long retention actually is; recheck against billing data, not the forecast.

How do I use this for hiring planning?

Take your MRR target, back out new customers needed, then back out leads. The sales-hours and AE-FTE rows tell you headcount required at current productivity. If FTE > current team, you need either more AEs or higher productivity (close rate, hours-per-deal) before adding leads.