← All dashboards/Product

Your retention dashboard, customized to your business.

Net and gross revenue retention, expansion, contraction, and cohort trends in one view, reconciled from billing and your CRM, so the retention number you report ties back to the subscriptions.

See how to build one in Definite

What’s in a retention dashboard?

A retention dashboard is the single governed view of how well a company keeps and grows its existing revenue: net revenue retention (including expansion), gross revenue retention (excluding expansion), the MRR movements that drive them, and how retention varies by segment and cohort. The version worth reporting reconciles back to the subscriptions, so the retention number on the slide is the retention happening in billing.

Retention gets reported as a single number that hides the story underneath. NRR above 100% can mask heavy churn if expansion is carrying it, and gross retention tells you the floor. When NRR, GRR, and the MRR movements all come from one set of definitions modeled on billing and the CRM, you see both the growth and the leakage, and you catch the segment that started contracting before it drags the blended number.

Who it’s forCFOs, finance leads, and heads of customer success who own the retention number.

CadenceRefreshed daily; reviewed before board prep and in the monthly retention review.

Built fromStripe, Hubspot, Amplitude

§ How it works

Describe your dashboard. Fi builds it.

Fi is the AI agent inside Definite. Tell it what you’re trying to understand, and it connects your sources, defines the metrics, and builds the dashboard. One conversation, not a project.

You

I need to see how revenue is retaining: NRR, GRR, which segments are expanding, which are contracting, and what the trend looks like over the past year.

✦ Fi

Here's your retention dashboard, on your Stripe, Hubspot and Amplitude data.

Here’s what’s in it

The top row leads with the 4 numbers that matter most: Net revenue retention, Gross revenue retention, Expansion MRR, Gross revenue churn. Each shows a delta versus the prior period so you can see direction at a glance. Below that, 2 trend charts (NRR over time, Net new MRR by movement) show how the headline numbers have moved over time. A breakdown (Expansion by segment) splits the metric by dimension so you can see what's driving the total. A detail table (Retention summary) rounds it out with the secondary metrics and their deltas. Every number is computed from the exact formulas shown in the metric table below. Composites are derived from their components, not pasted in, so the KPI tiles, breakdowns, and totals all reconcile to each other.

Illustrative data

Net revenue retention

101.9%▲ 1.0%

Data ▾

Period	Net Revenue Retention
Jan	100.4%
Feb	99.4%
Mar	99.9%
Apr	100.0%
May	100.2%
Jun	100.6%
Jul	100.7%
Aug	100.5%
Sep	100.8%
Oct	101.8%
Nov	100.9%
Dec	101.9%

Gross revenue retention

98.3%▲ 0.2%

Data ▾

Period	Gross Revenue Retention
Jan	97.9%
Feb	96.8%
Mar	97.2%
Apr	97.2%
May	97.8%
Jun	98.0%
Jul	97.7%
Aug	97.8%
Sep	97.9%
Oct	98.2%
Nov	98.1%
Dec	98.3%

Expansion MRR

$43K▲ 36.3%

Data ▾

Period	Expansion MRR
Jan	$15K
Feb	$15K
Mar	$17K
Apr	$19K
May	$18K
Jun	$20K
Jul	$25K
Aug	$24K
Sep	$27K
Oct	$37K
Nov	$32K
Dec	$43K

Gross revenue churn

$20K▼ 4.2%

Data ▾

Period	Gross Revenue Churn
Jan	$12K
Feb	$19K
Mar	$17K
Apr	$19K
May	$16K
Jun	$16K
Jul	$19K
Aug	$20K
Sep	$20K
Oct	$18K
Nov	$21K
Dec	$20K

NRR over time

Data ▾

Period	Net Revenue Retention
Jan	100.4%
Feb	99.4%
Mar	99.9%
Apr	100.0%
May	100.2%
Jun	100.6%
Jul	100.7%
Aug	100.5%
Sep	100.8%
Oct	101.8%
Nov	100.9%
Dec	101.9%

Expansion by segment

Data ▾

Segment	Expansion MRR
Enterprise	$14K
Mid-Market	$15K
SMB	$14K

Net new MRR by movement

Data ▾

Period	New MRR	Expansion MRR	Contraction MRR	Churned MRR
Jan	$39K	$15K	$4K	$8K
Feb	$41K	$15K	$6K	$12K
Mar	$44K	$17K	$5K	$13K
Apr	$50K	$19K	$6K	$13K
May	$48K	$18K	$5K	$11K
Jun	$56K	$20K	$5K	$11K
Jul	$62K	$25K	$6K	$13K
Aug	$60K	$24K	$5K	$15K
Sep	$58K	$27K	$6K	$13K
Oct	$64K	$37K	$4K	$14K
Nov	$69K	$32K	$4K	$17K
Dec	$75K	$43K	$4K	$16K

Retention summary

Net Revenue Retention101.9%▲ 1.0%

Gross Revenue Retention98.3%▲ 0.2%

Logo Churn1.3%▼ 1.5%

✦ Fi

Anything else I can do for you?

You

Which segment is dragging NRR below 100%?Is expansion coming from existing accounts upgrading or from seat growth?Show me the accounts behind the contraction spike in March.What is GRR if I exclude the segment with the worst churn?Break retention out by plan instead of segment.Trace this month's contraction back to the subscriptions in Stripe.Break NRR out by segment and flag any cohort under 100%.Show expansion and contraction as a share of starting MRR, not just absolute.Add a cohort retention curve so I can see how each quarter's cohort is holding.

Schedule a demo →Start this conversation with your data →

First version in a dayFree to start, flat pricingNo infrastructure to set up

§ Why the numbers tie out

Every metric traces back to your systems

This is the part a BI tool can’t fake. Each metric is defined once, in your warehouse, from a specific object in a specific source. Change the definition in one place and every tile, report, and answer moves with it. So the number on the screen is the number in the source.

Stripe

◆ SubscriptionNet Revenue RetentionGross Revenue RetentionExpansion MRRGross Revenue ChurnNet New MRRLogo Churn

◆ CustomerLogo Churn

Metric	What it measures	How it's calculated	Sources
Net Revenue Retention	The clearest read on whether the product keeps earning its price: how much revenue this year's cohort of customers is worth versus last year, after expansion, contraction, and churn net out.	(prior MRR + Expansion MRR − Contraction MRR − Churned MRR) ÷ prior MRR	Stripe
Gross Revenue Retention	The share of recurring revenue you'd retain with zero expansion, the floor under the base once upsell is stripped out.	(prior MRR − Contraction MRR − Churned MRR) ÷ prior MRR	Stripe
Gross Revenue Churn	Recurring revenue lost to downgrades and cancellations, before any offsetting expansion.	Contraction MRR + Churned MRR	Stripe
Net New MRR	How much your recurring revenue actually grew this month after new business, expansion, contraction, and churn net out, the single number that says whether the base is compounding.	New MRR + Expansion MRR − Contraction MRR − Churned MRR	Stripe
Logo Churn	The share of customers who left this month, counted by logo rather than by dollars.	Churned Customers ÷ prior Customers	Stripe

§ Then do something about it

Have our agent watch for you

A retention dashboard tells you what happened, and Fi tells you why. The last step is not having to remember to check. Point Definite at the one number you can’t afford to miss, and it watches that number for you off the same definitions as your dashboard. When it moves, you hear about it before the next review instead of during it. One metric, one action, always reversible.

See how autonomous agents work →

Agents for this stack

Stripe agent →

Hubspot agent →

Amplitude agent →

Autonomous agent · watch churn

Watch

A metric you choose

net revenue churn

→

Judge

One condition

> 5% week-over-week

→

Act

One action

alert #revenue + open doc

◄──── then waits · cooldown 24h before it can act again ────

Scoped to a single metric and a single action. You arm it; you can disarm it anytime.

§ The data that powers it

Built from whatever you already run on

Connect the systems you already use. Any source of these types works, and you don’t move data into a warehouse, because Definite is the warehouse.

Billing & Subscriptions7

CRM15

Microsoft Dynamics Business Central

Product Analytics14

Google Analytics (GA4)

No warehouse to stand up or connect. See how the platform models your data →

§ Get started

Build your retention dashboard

From signup to a working dashboard in one sitting. No data team required.

Sign up

Free to start. No credit card, no infrastructure to set up.

Create your account →

Connect your sources

Stripe, your CRM, accounting. Definite syncs and models them automatically.

Decide your metrics

Pick the numbers that matter or let Fi propose them from your data. Every metric gets one definition, governed in one place.

Ask Fi to build it

Describe what you need in plain language. Fi builds the dashboard, and you refine by asking follow-ups.

§ FAQ

Common questions

Usually because NRR is re-derived from a billing export with different date logic and segment tagging than the BI report. Stripe counts a contraction on the billing date, HubSpot on the account update date, and a spreadsheet might lag both. The reconciliation map above shows which object each metric comes from, so NRR and GRR are governed definitions, not re-derived.

Gross revenue retention only counts what you lost (contraction and churn) against the starting base, so it caps at 100%. Net revenue retention adds expansion back in, so it can exceed 100% when existing accounts grow faster than they churn. Both come from the same MRR movements on this dashboard, which is why they reconcile to each other.

Billing (Stripe) for subscription movements (new, expansion, contraction, churn MRR), your CRM (HubSpot) for account segments and churn reasons, and optionally product analytics (Amplitude) for engagement signals that predict retention. Definite models all three into one retention view.

It is a live ECharts dashboard running on a deterministic synthetic dataset, labeled illustrative. NRR is computed from the MRR movements by the formula in the metric table, not pasted in. Connect your billing and CRM, and Fi builds the same view from your subscriptions.

Type a prompt like the one above. Fi models the retention metrics on your Stripe subscriptions and CRM accounts, and you refine by asking follow-ups. The first version ties retention back to billing without a spreadsheet.