To determine if expansions are masking a churn issue, focus on Gross Revenue Retention (GRR), which measures the percentage of recurring revenue retained, excluding expansion. A low GRR indicates significant revenue leakage, suggesting that the core customer base is not stable. If your GRR is below 70%, it signals severe revenue leakage, and the business will struggle to achieve durable growth unless acquisition costs are exceptionally low and expansion is extraordinary.
Compare this with your Net Revenue Retention (NRR). If NRR is above 100% due to expansions but GRR is weak, it suggests that while some accounts are growing, the core is fragile. This discrepancy can hide underlying churn problems, especially if churn occurs before Customer Acquisition Cost (CAC) is recovered, leading to unsustainable unit economics. Evaluate whether your retention aligns with industry norms and whether your customer base is genuinely compounding or merely offsetting losses through expansion.
