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How to Calculate Net Revenue Retention in Sage Intacct

Making the most of your Sage Intacct data

What is Net Revenue Retention?


Net Revenue Retention takes into account the total revenue minus any revenue churn (caused by departing customers, or customers who have downgraded) plus any revenue expansion from upgrades, cross-sells or upsells. Net revenue retention can be calculated at any time, but is usually looked at on an annual or monthly basis.

Net revenue retention is perhaps the most fundamental KPI in terms of determining customer success with your product. If you're a highly successful company with happy customers, your net revenue retention will most likely exceed 100%. If you're closer to 0%, it's time to start taking a serious look at where your customers are churning out and take evasive action.


How do you calculate Net Revenue Retention in Sage Intacct?

It can be difficult to calculate Net Revenue Retention directly inside of Sage Intacct; that's where Causal comes in.

Causal is a modelling tool which lets you build models on top of your Sage Intacct data. You simply connect Causal to your Sage Intacct account, and then you can build formulae in Causal to calculate your Net Revenue Retention.

What is Causal?


In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae to calculate metrics like Net Revenue Retention. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models.

A comparison of formulae in Excel and Causal



Causal lets you add visuals in a single click, letting you plot out graphs and distributions for metrics like Net Revenue Retention.

A gif showing how you can build visuals in Causal

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