---
title: Client Revenue Retention Report
description: In this article, we'll explain what the Client Revenue Retention report shows, how to find it, and how to read it.
---

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# Client Revenue Retention Report

## In this article, we'll explain what the Client Revenue Retention report shows, how to find it, and how to read it.

The Client Revenue Retention report is the money-lens on retention.

**It answers:** does the group of clients who were active just before this period spend more or less now? It tracks that same group of clients forward and splits the change in their spend into growth, shrinkage, and loss. 

### How to find it

**Step 1: Open Reports**

[Log in to your Pabau account](https://app.pabau.com). In the left sidebar, hover over **Analytics** and click **Reports**. The reports catalogue opens, with every report you have access to.

![The Analytics menu in the left sidebar with Reports marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250964893907-01-nav-reports.png?v=2)

*Analytics → Reports opens the reports catalogue*

**Step 2: Open the Report**

Click the **Clients** tab, then click **Client Revenue Retention** in the **Diagnose & compare** section to open the report. You can also type the report’s name in **Search for a report**. The tile carries "New" and "Plus" badges — Client Revenue Retention is one of the Plus reports, and you’ll also find it on the **Featured** tab under "Pabau featured reports".

**![client revenue retention report 1](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/client%20revenue%20retention%20report%201.png?width=543&height=132&name=client%20revenue%20retention%20report%201.png)**

### Filters

- **Period** – The current period. Maximum 92 days — the picker won't let you select a longer range. Presets cover Last 30 days, Last 60 days, Last 90 days, and This month, and the default is the last 30 days.
- **Location** – Exactly one location.
- **Cohort Segment** – Has a single option, **All active clients** — this is fixed in the current version, so the report always covers the full active cohort.

**![client revenue retention report 2](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/client%20revenue%20retention%20report%202.png?width=543&height=84&name=client%20revenue%20retention%20report%202.png)**

**NOTE:** The prior period is set automatically — it's the equal-length window immediately before the current one. You don't set this yourself.

### Understanding the report

#### How "revenue" is counted

Spend is counted on a cash basis: it's based on actual payments, dated by when the client paid, not when the invoice was raised. Refunds and voided sales are excluded. A client only counts as "active" if they had a qualifying visit (one that wasn’t cancelled, moved, or marked as a no-show) — spend alone doesn't make them active.

#### The KPIs

There are five KPI cards at the top of the report:

- **Net Revenue Retention** – of the group's prior spend, how much is retained after losses and growth. Above 100% means your existing client base is spending more than before. The card also shows a ▲/▼ percentage-point change versus the prior period.
- **Gross Revenue Retention** – the same calculation, but ignoring growth — only losses count. Always 100% or below.
- **Expansion** – extra spend from clients who spent more.
- **Contraction** – reduced spend from retained clients who spent less.
- **Churned Revenue** – the full prior spend of clients who didn't visit at all this period.

**![client revenue retention report 3](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/client%20revenue%20retention%20report%203.png?width=629&height=91&name=client%20revenue%20retention%20report%203.png)**

#### The movement table

The "What moved the number" panel breaks the change down row by row:

| Row | Meaning |
| --- | --- |
| Start | The group's total spend in the prior period. |
| Expansion | Extra spend from clients who spent more. |
| Contraction | Reduced spend from clients who spent less. |
| Lapsed | Spend lost from clients who didn't return. |
| New | Spend from brand-new clients — shown for context, but excluded from NRR/GRR. |

#### **![client revenue retention report 6](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/client%20revenue%20retention%20report%206.png?width=358&height=423&name=client%20revenue%20retention%20report%206.png)**

#### What you see

Alongside the movement table, "The revenue retention waterfall" chart shows how the group’s spend evolved step by step: start cohort spend → expansion → contraction → churned → end. Revenue from brand-new clients is shown as a separate bar for context and is excluded from NRR and GRR.

#### **![client revenue retention report 4](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/client%20revenue%20retention%20report%204.png?width=568&height=273&name=client%20revenue%20retention%20report%204.png)**

Plus, the "NRR & GRR over time" chart shows a rolling 90-day trend so you can track retention over time rather than just for a single period.

#### **![client revenue retention report 5](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/client%20revenue%20retention%20report%205.png?width=462&height=337&name=client%20revenue%20retention%20report%205.png)**

#### Insight cards

Three insight cards at the bottom of the report add context to the numbers: the first summarises whether your existing clients spent more or less this period (and by how much, before counting any new clients); "Where retention is leaking" splits the losses between cohort clients who didn’t return and clients who returned but spent less; and "How NRR is calculated" spells out the formula — NRR = (Start cohort spend + Expansion − Contraction − Churned) ÷ Start cohort spend.

By following these steps, you can use the Client Revenue Retention report to see whether your existing clients are spending more or less over time, and where any losses are coming from. To see the same movement in terms of client numbers rather than revenue, pair it with the [Client Lifecycle Flow report](https://support.pabau.com/en/pabau2/client-lifecycle-flow-report?hsLang=en).

---

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    - [Client Portal Guide](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#client-portal-guide)
    - [Getting started](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#getting-started)
    - [Appointments](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#appointments)
    - [Payments and Cards](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#payments-and-cards)
    - [Packages, Vouchers and Loyalty](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#packages-vouchers-and-loyalty)
    - [Your Details, Forms and Documents](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#your-details-forms-and-documents)
- [Best Practices](https://support.pabau.com/en/pabau2/best-practices?hsLang=en)
- [Pabau Product Portal](https://support.pabau.com/en/pabau2/pabau-product-portal?hsLang=en)
- [Compliance](https://support.pabau.com/en/pabau2/compliance?hsLang=en)
- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#getting-started)
    - [Cases](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#cases)
    - [Forms & templates](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#forms-templates)
    - [Prescriptions](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#prescriptions)
- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#getting-started)
- [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#main-content)

    - [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#labels)
- [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en#main-content)

    - [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started)
    - [Inbox & Conversations](https://support.pabau.com/en/pabau2/engage?hsLang=en#inbox-conversations)
    - [Clients & the Client Panel](https://support.pabau.com/en/pabau2/engage?hsLang=en#clients-the-client-panel)
    - [SMS](https://support.pabau.com/en/pabau2/engage?hsLang=en#sms)
    - [Phone Calls](https://support.pabau.com/en/pabau2/engage?hsLang=en#phone-calls)
    - [Porting Your Numbers](https://support.pabau.com/en/pabau2/engage?hsLang=en#porting-your-numbers)
    - [WhatsApp](https://support.pabau.com/en/pabau2/engage?hsLang=en#whatsapp)
    - [Email](https://support.pabau.com/en/pabau2/engage?hsLang=en#email)
    - [Fax](https://support.pabau.com/en/pabau2/engage?hsLang=en#fax)
    - [Facebook & Instagram](https://support.pabau.com/en/pabau2/engage?hsLang=en#facebook-instagram)
    - [Routing & Automation](https://support.pabau.com/en/pabau2/engage?hsLang=en#routing-automation)
    - [Billing & Usage](https://support.pabau.com/en/pabau2/engage?hsLang=en#billing-usage)
- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content)

    - [Insurance Billing (UK)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-uk)
    - [Insurance Billing (US)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-us)
    - [Insurance Billing (Australia)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-australia)
    - [US Insurance Billing Additional Resources](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#us-insurance-billing-additional-resources)
- [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en)
- [Data Hub](https://support.pabau.com/en/pabau2/data-hub?hsLang=en)

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