Use this guide to measure how much revenue you retain from existing customers over time.Documentation Index
Fetch the complete documentation index at: https://docs.sourcemedium.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Recommended tables
- Orders:
obt_orders - Customers:
obt_customers
Define revenue retention (pick one)
- Gross revenue retention (GRR): how much existing-customer revenue remains, excluding expansion
- Net revenue retention (NRR): GRR + expansion from existing customers
Suggested workflow
- Filter to valid orders:
is_order_sm_valid = TRUE. - Choose a baseline window (e.g., customers who purchased in a given month).
- Track subsequent revenue from that same customer set across future periods.
- Segment by acquisition channel, first product, or subscription status to identify drivers.
Common pitfalls
- Mixing subscription and one-time revenue in a single metric without clear separation.
- Comparing cohorts at different maturity.

