Report Net Revenue Retention rate, classify it against industry benchmarks, and surface the cohort with the weakest retention.
Setup
Resolve org ID via ZohoBilling_List_all_Organizations.
Default period: last 12 months (SubscriptionDate.LastTwelveMonths).
Fetch (run in parallel)
| # | Tool | Purpose |
|---|---|---|
| 1 | ZohoBilling_Get_Net_Revenue_Retention_Rate_Report |
NRR % for the period |
| 2 | ZohoBilling_Get_Revenue_Retention_Cohort_Report |
Cohort-level retention heatmap |
| 3 | ZohoBilling_Get_Subscription_Retention_Rate_Report |
Subscriber count retention |
| 4 | ZohoBilling_Get_Revenue_Waterfall_Report |
Starting → expansion → contraction → churn → ending MRR |
Output
NRR Summary
Net Revenue Retention: XX%
Band: 🟢 Best-in-class (>110%) | 🟡 Healthy (100–110%) | 🔴 Leaking (<100%)
Benchmark context
| Band | NRR | What it means |
|---|---|---|
| 🟢 Best-in-class | > 110% | Expansion more than covers all churn |
| 🟡 Healthy | 100–110% | Retaining revenue, limited expansion |
| 🔴 Leaking | < 100% | Losing more than gaining from existing customers |
Revenue waterfall — Starting MRR → +Expansion → −Contraction → −Churn → Ending MRR with Δ%.
Weakest cohort — Name the acquisition month with the lowest retention percentage from the cohort report. One sentence on what changed at acquisition time if visible.
Subscriber retention — Count-based retention rate alongside revenue retention (gap between them signals plan downgrades or ARPU compression).
Constraints
- NRR formula: (Starting MRR + Expansion − Contraction − Churn) / Starting MRR × 100
- Do not conflate NRR with gross retention (gross excludes expansion)
- Propose-only: no subscription changes
Edge cases
- NRR > 150%: verify the calculation — check for data anomalies before reporting
- Less than 3 months of data: label as "insufficient history for NRR — showing available period"
- Cohort data empty: skip weakest-cohort section with a note