RON's read on this dashboard
Pattern detected across the ARR cube · Q2 2026
Best-in-class NRR of 117% is masking a retention problem — 23 points of expansion are covering a 6% logo churn rate that’s drifting up.
- The gap is the story. GRR-with-downsell sits at 89% against NRR’s 117% — expansion is hiding the weakness underneath.
- Act before the engine slows. Worth finding the churn drivers now, while expansion still covers them.
- Separate flag. Pipeline Coverage at 2.8× is below your 3.0× minimum — already in your Insights feed.
ARR Cube
Bridge · movement · retention — the three views of subscription revenue
ARR Bridge
$8.4M
▲ +$580K QTD
MRR Movement
$700K
▲ Net + this mo
Retention Bridges
Trailing 12 months · same axis scale for comparison
Gross Retention · Churn only
94%
100% − 6% churn
Gross Retention · Churn + downsell
89%
100% − 5% downsell − 6% churn
Net Retention
117%
100% + 23% exp − 5% down − 6% churn
KPIs
Click any tile to drill in →
ARR
$8.40M
▲ +7.4% QTD
Net Retention
117%
▲ +1pp
Gross Retention
94%
▼ −1pp
New ARR · QTD
$420K
▲ +12% MoM
CAC Payback
14 mo
▼ +2mo
LTV : CAC
4.2×
— flat
Magic Number
0.78
▼ −0.04
Burn Multiple
1.2×
▲ improving
Pipeline Coverage
2.8×
▼ −0.4×
Win Rate
38%
▼ −3pp
ACV
$72K
▲ +8%
Quick Ratio
5.1
▲ +0.3