GLOSSARY

Financial Metrics & Models

The Churn Tax

The Churn Tax is the total economic impact of revenue churn: lost revenue, forfeited expansion, and replacement cost. The true cost is 1.5-2.5x reported churn.

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Net Revenue Retention

Net Revenue Retention (NRR) measures revenue growth from existing customers including expansion, contraction, and churn. NRR above 105% signals a compounding customer base.

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Gross Revenue Retention

Gross Revenue Retention (GRR) measures recurring revenue kept from existing customers before expansion. GRR of 93-96% signals strong product-market fit and CS execution.

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Net Dollar Retention

Net Dollar Retention measures the revenue retained and expanded from a specific dollar cohort over time. NDR above 110% means your existing revenue compounds without new logos.

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Customer Success Maturity

Customer Success maturity measures how advanced a company's post-sale revenue operations are across seven dimensions, from reactive support to predictive revenue engine.

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Expansion Revenue

Expansion revenue is additional recurring revenue from existing customers through upsells, cross-sells, and seat growth, the growth engine inside your installed base.

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Post-Sale Revenue Engine

A post-sale revenue engine is an integrated system of people, process, data, and technology that retains, expands, and grows revenue from existing customers.

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Logo Churn vs Revenue Churn

Logo churn counts lost customers. Revenue churn measures lost ARR. Tracking one without the other hides the real financial impact of customer attrition.

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CS Operating Model

A CS operating model defines how a Customer Success organization is structured, staffed, measured, and aligned to drive retention and expansion revenue.

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Time to Value

Time to Value (TTV) is how long it takes a new customer to realize measurable outcomes from your product. Shorter TTV directly reduces early-stage churn risk.

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Revenue Leakage

Revenue leakage is recurring revenue lost through churn, downgrades, failed renewals, and missed expansion. Most SaaS companies undercount it by 40-60%.

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Annual Recurring Revenue

Annual Recurring Revenue (ARR) is the annualized value of active subscription contracts. It's the baseline number the Churn Tax is calculated against.

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Customer Lifetime value (LTV)

Customer Lifetime Value is the total revenue a customer generates over their entire relationship with your company. Higher LTV justifies higher CS investment per account.

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CAC PAYBACK PERIOD

Customer Acquisition Cost (CAC) payback period is the number of months it takes to recover the cost of acquiring a customer. Churn before payback is a net financial loss on that account.

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Operating Metrics & Models

Cs-Driven Expansion

CS-driven expansion is revenue growth from existing customers generated through Customer Success motions: upsells, cross-sells, and seat growth identified and influenced by CSMs.

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Customer Health Score

A customer health score is a composite metric that predicts retention and expansion likelihood by weighting product usage, engagement, support, and commercial signals.

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Churn Cohort Analysis

Churn cohort analysis segments customers by signup period, contract type, or segment to identify when and where churn concentrates. It reveals patterns aggregate churn hides.

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Customer Success Segmentation

Customer Success segmentation groups customers by current spend and future revenue potential to align CS coverage, engagement models, and playbooks to actual commercial value.

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