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Monthly Booked ARR Rollup

Monthly Booked ARR Formula Generator

Build monthly booked ARR rollups, quarter summaries, and month-end formulas for RevOps and finance teams.

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See the output before you start

Month-end rollups without broken buckets

Sample input

CSV data
Close Month,Booked ARR
2026-01-01,50000
2026-03-01,80000
Prompt

Return monthly booked ARR by close month when close dates are in B2:B and ARR is in F2:F, filling empty months with zero.

Generated output

What you get back

Return monthly booked ARR by close month when close dates are in B2:B and ARR is in F2:F, filling empty months with zero.

Formula
=SUMIFS($F:$F,$B:$B,">="&EOMONTH(A2,-1)+1,$B:$B,"<="&EOMONTH(A2,0))
Why it works

It sums ARR between the first and last day of each month so your rollup stays consistent.

Example

If one deal closes in May for 50000 and one in July for 80000, the summary returns 50000 for May, 0 for June, and 80000 for July.

When to use this pack

Month-end ARR summaries.
Quarter-to-date board reporting.
Zero-filled monthly trend lines.

Example prompts

Sum booked ARR in F:F by the close month in B:B using month buckets in A2:A.
Return current-quarter booked ARR using close date in C2 and ARR in H2.
Fill missing months with zero when creating a monthly booked ARR summary.
How it works

Three steps from CSV to finished formula

1
Paste your data

Drop in a CSV snippet or header row from your CRM export. FormulaGrok reads the column names so the formula fits your sheet.

2
Describe the logic

Tell it what you need in plain English. The prompt pack pre-fills a relevant starting point so you're not writing from scratch.

3
Get a formula you can verify

Review the formula, the explanation, and a worked example. Copy it into your spreadsheet or save it as a reusable playbook.

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Monthly Booked ARR Formula Generator | FormulaGrok