Interactive walkthrough
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Net revenue retention cooled from 112% to 108.4% as downsell outpaced upsell in the last two quarters. Expansion is still positive, but the trend line matters for Series B narrative.
Pull the top 10 accounts with net contraction this quarter and schedule CEO check-ins before Q3 renewals.
Three enterprise logos representing 15% of ARR hit renewal windows in July. Two flagged yellow on support tickets; one is mid-expansion negotiation.
Block 30 minutes with CS lead this week to review save plays for Acme Corp and Vertex Labs.
3 signals in today's brief
ARR waterfall, retention trends, and revenue growth in one view.