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Know Your Metrics: Net $ Retention - Definition & Calculation

In this video Jeff will define what Net $ Retention is and will walk us through step by step how one could go about calculating this operational metric.

To get started, you’ll need 4 basic fields from your order forms: 1. account name, 2. start date or effective date, 3. end date or term, 4. $ amount of the contract.

If you are interested in learning how we got the original dataset that was used for the Net $ Retention calculation, you can reference Getting Started with Operational Metrics.

Calculation slide from video above:

Example customer data showing calculation for Q2 2023 Net $ Retention


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