Calculator Inputs
Use this form to evaluate renewal performance, losses, net retention, and target achievement for customer counts or renewable revenue.
Example Data Table
This sample shows how renewal results can be reviewed across several periods.
| Period | Starting Base | Renewed Base | Expansion | Contraction | Gross Renewal % | Net Renewal % |
|---|---|---|---|---|---|---|
| January | 120 | 102 | 8 | 4 | 85.00% | 88.33% |
| February | 135 | 118 | 9 | 3 | 87.41% | 91.85% |
| March | 150 | 126 | 12 | 5 | 84.00% | 88.67% |
| April | 140 | 124 | 10 | 2 | 88.57% | 94.29% |
Formula Used
- Gross Renewal Rate (%) = (Renewed Base ÷ Starting Renewable Base) × 100
- Lost Base = Starting Renewable Base − Renewed Base
- Lost Rate (%) = (Lost Base ÷ Starting Renewable Base) × 100
- Net Retained Base = Renewed Base + Expansion Value − Contraction Value
- Net Renewal Rate (%) = (Net Retained Base ÷ Starting Renewable Base) × 100
- Target Base = (Target Renewal Rate ÷ 100) × Starting Renewable Base
- Additional Base Needed = Target Base − Renewed Base, if positive
- Estimated Retained Revenue = Renewed Accounts × Average Contract Value
How to Use This Calculator
- Select customer-based mode for account counts.
- Select revenue-based mode for renewable contract value.
- Enter the starting renewable base for the review period.
- Enter the part of that base that renewed.
- Add any expansion or contraction adjustments.
- Set a target percentage to measure performance.
- Enter average contract value when using customer mode.
- Click calculate to show the results above the form.
- Review the chart, then export CSV or PDF if needed.
FAQs
1. What does renewal percentage measure?
Renewal percentage measures how much of an eligible base renewed during a specific period. Teams use it to track account retention, forecast recurring revenue, and judge customer success performance.
2. What is the difference between gross and net renewal?
Gross renewal looks only at the original base that stayed. Net renewal also includes expansion and contraction. Net figures help teams understand whether retained customers grew or shrank in value.
3. Can I use this for customer counts and revenue?
Yes. The calculator supports both modes. Customer mode focuses on renewing accounts. Revenue mode focuses on renewable contract value and gives a clearer view of retention economics.
4. Why does the calculator ask for expansion and contraction?
Those inputs improve retention analysis. Expansion captures added value from renewals. Contraction captures downgrades. Together, they create a more realistic net renewal view for pipeline planning.
5. What is a strong renewal rate?
A strong rate depends on contract length, customer segment, and industry. Many teams compare renewal results against internal targets, prior periods, and segment benchmarks rather than one universal number.
6. How is additional base needed calculated?
The calculator converts your target percentage into a target base. It then subtracts the renewed base. The positive remainder shows how much more renewal was needed to hit goal.
7. Why estimate retained revenue in customer mode?
Customer counts alone may hide commercial impact. Multiplying renewed accounts by average contract value gives a quick estimate of retained revenue for reporting and forecasting discussions.
8. When should I export CSV or PDF?
Use CSV when you want spreadsheet analysis or reporting uploads. Use PDF when you need a clean snapshot for managers, renewal reviews, customer success meetings, or board decks.