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Growth & Retention

Report type key: financial_growth_markdown
Configuration type: Financial
Group: Financial

NRR, GRR, logo and revenue churn, identity bridge, and revenue bridge (expansion/contraction).

How to get it

  1. Create and save a Financial configuration.
  2. Enable: Financial family growth.
  3. Run the job and wait until completed.
  4. Open Reports (/reports), select that job, and choose this type.

Markdown viewer: /markdown/JOB_ID/financial_growth_markdown
API: GET /reports/JOB_ID/financial_growth_markdown

The family was off, mappings were incomplete, or the step failed. Check job logs and Analysis & LLM. Skipped Financial KPIs mean unmapped fields, not zeros.

How to read

NRR includes expansion of the retained cohort (new logos excluded). GRR is the retention floor without expansion. Expansion/contraction only applies to identities in both periods.

Companion artifacts

KeyArtifact
financial_growth_markdownMarkdown report
financial_growth_notebookJupyter notebook

Markdown, notebook, and graphs for the same family usually land together. JSON feeds Analysis Insights.

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