1. Create a readable plan label for each customer
| Customer | Plan | MRR | Signup Date | Churn Date |
| Acme Corp | Pro | 1200 | 2022-01-15 | |
| Beta LLC | Basic | 500 | 2022-03-01 | 2023-02-28 |
=CONCAT(A2, " (", B2, ")")
Result: Acme Corp (Pro)
The formula takes the value in A2 (Acme Corp) and B2 (Pro), inserts a space, an opening parenthesis, and a closing parenthesis, and concatenates everything. CONCAT automatically turns the numbers and dates into text, but they are not needed here, so the final string is exactly "Acme Corp (Pro)".
2. Generate a simple invoice line from MRR
| Customer | Plan | MRR | Signup Date | Churn Date |
| Acme Corp | Pro | 1200 | 2022-01-15 | |
| Beta LLC | Basic | 500 | 2022-03-01 | 2023-02-28 |
=CONCAT("Invoice for ", A2, ": $", C2)
Result: Invoice for Acme Corp: $1200
Here CONCAT stitches together a literal prefix, the customer name from A2, another literal, and the numeric MRR from C2. Excel coerces the number 1200 to the text "1200", so the result reads like a short invoice description.
3. Show a subscription timeline, handling ongoing accounts
| Customer | Plan | MRR | Signup Date | Churn Date |
| Acme Corp | Pro | 1200 | 2022-01-15 | |
| Beta LLC | Basic | 500 | 2022-03-01 | 2023-02-28 |
=CONCAT(A2, ": ", D2, " to ", IF(E2="","present",E2))
Result: Acme Corp: 2022-01-15 to present
The formula concatenates the customer name, the signup date, and either the churn date or the word "present" if the churn cell is blank. IF evaluates E2; when it is empty, the inner CONCAT is skipped and "present" is used, producing a readable timeline for active subscriptions.