Dashboard Use Cases/Customer HealthCFO/Finance Director

Show me monthly and quarterly gross revenue retention — excluding expansion — trended over 8 quarters with a target of 92% and breakdown by customer segment.

Isolates the core retention metric by excluding expansion to provide a pure view of the company's ability to retain existing revenue.

Metrics & KPIs

Gross revenue retentionchurned revenuecontraction revenueretention by segmentquarterly trend

Required Data

Beginning period revenuechurned revenuecontraction revenuesegment tags

Data Sources

Billing/PaymentsCRMFinance System

Works with tools like

StripeChargebeeRecurlyPaddleZuoraSalesforceHubSpotPipedriveCloseCopperNetSuiteQuickBooksXeroSageFreshBooks

How Bruin builds this

Bruin

Bruin AI Dashboards

Show me monthly and quarterly gross revenue retention — excluding expansion — trended over 8 quarters with a target of 92% and breakdown by customer segment.

Bruin connects to your Billing/Payments, CRM, Finance System and builds the dashboard automatically.

It visualises Gross revenue retention, churned revenue, contraction revenue and delivers a live, interactive dashboard in seconds, no SQL or configuration needed.

Bruin AI Dashboards

Dashboard use cases across every team, from executive reporting to engineering velocity, marketing funnels to financial planning. Describe what you need, get a live dashboard in seconds.

Business AnalystCEO/FounderCFO/Finance DirectorCustomer Success ManagerData AnalystEngineering ManagerHR/People ManagerOperations ManagerProduct ManagerSupport ManagerVP of MarketingVP of Sales

Build this dashboard in seconds

Describe what you need in plain English. No SQL, no drag-and-drop, no waiting.