Expansion and Contraction: Net and Gross Retention per Segment and per CSM
This lesson is part of the course
In this lesson
You measure net and gross revenue retention for each segment and each CSM with SUMIFS on one table of ARR movements, and weight the upsell pipeline with SUMPRODUCT.
Buy the course once for $9.99 to unlock every lesson and lab, the final exam and the certificate – lifetime access, no subscription.
Lessons in this course
- Your Book of Business: ARR Tiers and How Many CSMs You Need Locked
- Building a Health Score: Points, Weights and Traffic Lights Locked
- Onboarding: Working Days to Go-Live and Time-to-Value Locked
- Renewal Forecasts: Renewal Dates, Health-Based Probabilities and Quarterly Totals Locked
- Expansion and Contraction: Net and Gross Retention per Segment and per CSM Locked
- Churn Reasons and Saves: Reason Codes, Lost ARR and the Save Rate Locked
- Engagement Coverage: Touchpoints, Business Reviews and Overdue Accounts Locked
- Capstone: Does the Health Score Predict Churn? Locked