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Monthly logo retention

Shows a single trailing logo-retention rate: the share of customers still subscribed at the end of the current period. Uses subscription status data for the current period.

Authored by Intempt Technologies

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Agentic workflow

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1 step Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Track monthly customer retention

    Coming soon

    Blu builds a step

About this recipe

When to use it

NRR can look healthy while you're quietly losing small accounts, because a few big expansions mask it. Logo retention answers a simpler question: how many customers, period, did you actually keep this month.

What it delivers

Tracks trailing logo-retention rate (percentage of customer accounts retained, unweighted by revenue) as its own monthly trend, alongside - not instead of - NRR.

How you prompt this

Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.

Tell Blu Agent what you want

“Shows a single trailing logo-retention rate: the share of customers still subscribed at the end of the current period. Uses subscription status data for the current period.”

recipe.md preview

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Inputs & outputs

What the recipe needs before it runs, and what it leaves in your workspace.

Inputs

  1. Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.

Outputs

    How the recipe runs

    Blu follows the steps in order and shows you each one before anything goes live.

    1. 01Track monthly customer retentionCreate an Insights report called "Monthly Logo Retention Trend". Series A: For each calendar month M, count the unique customers who had an active subscription at the START of month M (no Subscription canceled or subscription_expired before M-start) Series B: For the same cohort, count those who STILL have an active subscription at the END of month M (no Subscription canceled or subscription_expired during M) Series C: Computed: Series B / Series A × 100, unit: %, label: "Monthly Logo Retention Rate" Series D: Trailing 3-month rolling average of Series C (smoother trend), label: "Logo Retention (3-mo rolling)" Time granularity: Monthly Time range: Last 12 months Breakdown: By Plan (resolved from each user's Subscription started.Plan at the START of month M) Compare: Year-over-year (same month previous year, dotted overlay) Chart type: Line chart with Series C and Series D as primary lines, plus a small-multiple of Series C per plan tier Annotations: - Add benchmarks: 95% monthly logo retention is industry-good for self-serve SaaS; 97%+ is best-in-class; <90% indicates retention issues that compound rapidly (90% monthly = 28% annual retention). - Flag any month where Series C dropped >2 percentage points vs. trailing-3-month average (acute churn spike). - Flag if Series D (rolling) has been declining for 3+ consecutive months (durable retention erosion). - Highlight the plan tier with the highest retention AND the one with the lowest: the gap between them is often the strongest pricing/positioning signal. - Surface the implied annualized retention rate (Series C compounded over 12 months) as a single callout for board reporting. Use case: the trend version of paid-user-retention's headline number. Where paid-user-retention shows the cohort table (deep dive), this recipe shows the single-line trend (headline metric for monthly review). Both are useful; this one is the dashboard-friendly version. Taxonomy notes: - Subscription started marks active subscription start (with Plan, amount, trial_end). Filter for trial_end null to scope to paid (not trial) subscriptions. - Subscription canceled and subscription_expired mark subscription end. subscription_paused is NOT counted as churn (paused subscriptions can resume). - "Active at start of month" computed by Lovable: Subscription started exists prior to month-start, with no terminal event before month-start.

    Install Intempt and run it

    1. 1

      Sign up

      Create a free Intempt workspace.

    2. 2

      Connect your data

      Add the sources this recipe reads from.

    3. 3

      Ask Blu

      Type /monthly-logo-retention-trend in Blu once this recipe is live there.

    4. 4

      Review and approve

      Blu builds each step and waits for your OK before anything goes live.

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