Performance Brief
Monthly intelligence summary
$153.4M
Ending ARR
+$3.4M
Net New ARR
31%
Annual Growth
108%
Net Retention
52%
Rule of 40
Annual growth of 31% indicates solid momentum, though acceleration opportunities should be explored.
Sales efficiency is strong with a Magic Number of 3.02x—each dollar of S&M spend generates over a dollar of new ARR.
Net retention at 108% shows the customer base is stable, though expansion opportunities remain untapped.
Strength
Rule of 40 at 52% reflects strong balance between growth and profitability—a sign of operational discipline.
Business Health
Net Revenue Retention
107.9%
⚠ Watch closely
⚠ Approaching limitTarget: >110%
Rule of 40
52
↑ Elite territory
↑ Above targetTarget: >40
Magic Number
3.0x
↑ Efficient growth
↑ Above targetTarget: >1.0x
ARR Growth
30.9%
⚠ Moderating
⚠ Near targetTarget: >20%
Gross Revenue Retention
94.9%
⚠ Slipping
⚠ Watch churnTarget: >90%
CAC Payback
6.1 mo
↑ Fast payback
↑ On trackTarget: <12 mo
LTV : CAC Ratio
3.5x
↑ Healthy
↑ Above targetTarget: >3x
Acquisition Funnel
Impressions
Clicks
13.6% CTR
Leads
16.3% CVR
scale ÷ · sales stages
MQLs
25% of leads
SQLs
42% of MQLs
Opps
68% of SQLs
Won
32% win rate
Paid media scaled to Impressions · Sales stages scaled to MQLs
Cost / MQL
$3,645
↓ Above $200
Cost / SQL
$8,692
↓ Above $400
Cost / Opp
$12,841
↓ Above $1,000
Cost / Won
$40,357
↓ Above $5K
Pipeline Value
$7.7M
44 open opps
Pipeline Velocity
$19.6M/mo
4.2-day sales cycle
Revenue & Retention
Ending ARR
$153.4M
+$3.4M net new
MRR
$12,783
Monthly run rate
New Bookings
$2,450,000
From 14 deals
Expansion ARR
$1,600,000
Upsell & expansion
Churned ARR
$650,000
Lost revenue
Logo Churn Rate
2.5%
⚠ Above 5%
ARPA
$15,625
Avg revenue / account
Total Customers
794
+14 this period
Unit Economics & Financial
Gross Margin
85.0%
↑ Above 70% target
EBITDA Margin
20.7%
↑ Profitable
CAC Blended
$80,357
vs $281,250 LTV
LTV
$281,250
↑ Strong unit econ
Burn Multiple
0.0x
↑ Capital efficient
Quick Ratio
6.2x
↑ Strong growth
Gross Profit
$10,865,833
Annualized
EBITDA
$2,640,833
↑ Profitable