Salesforce Instructions:

1. Navigate to the Reports Tab: Similar to the ARR report, start by creating a new report based on the Opportunity object.

2. Apply Filters:

   • Show Me: All Opportunities
   • Close Date: All Time
   • Opportunity Status: Closed
   • Probability: All
   • Contract Start Date: Last 12 Months
   • Opportunity Record Type: Renewal

3. Add Report Fields

   • Contract Start Date
   • Account Name
   • Opportunity Name
   • ARR Up For Renewal
   • Revenue Movement Amount

4. Group Rows:

   1. Contract Start Month

5. Add the NRR Calculation: To calculate NRR, create a Summary-Level Calculation using the following formula:

   Opportunity.ARR_Up_For_Renewal__c:SUM + 
   Opportunity.Revenue_Movement_Amount__c:SUM) / 
   Opportunity.ARR_Up_For_Renewal__c:SUM
   

Final Report Output: The NRR report will show how much revenue is retained or lost across renewals, helping you monitor your company’s financial health over time. This report is valuable for assessing long-term trends in customer retention and contract growth.

• NRR above 100%: Indicates successful revenue growth from renewals (upsells or expanded contracts).
• NRR below 100%: Indicates revenue loss through churn or downsells.

The end result should look something like this:

Visualized, it would look like this: