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Board OntologyCustomers

Customers KPIs

Retention, health, NPS, concentration. 16 KPIs in this domain — 5 anchored to third-party standards, 11 editorial.

Retention, health, NPS, concentration

Industry-backed KPIs (5)

KPIRogue IDTypeSource
Gross Revenue Retention (GRR)customers.gross_revenue_retentionPercentageSaaS Metrics Standards Board
Logo Churn Ratecustomers.logo_churn_ratePercentageKBCM/Sapphire SaaS Survey 2024 (15th Annual)
Logo Retention Ratecustomers.logo_retention_ratePercentageSaaS Metrics Standards Board
Net Revenue Retention (NRR)customers.net_revenue_retentionPercentageSaaS Metrics Standards Board
NPS Scorecustomers.nps_scoreNumberRetently NPS Benchmarks 2025

Editorial KPIs (11)

This domain has 11 additional I'mBoard-authored KPIs that ship in the JSON / MCP catalog but don't yet have a dedicated page here. Fetch them:

curl https://app.imboard.ai/api/ontology/customers.json \
  | jq '[.kpis[] | select(.definitionSource.tier == "editorial") | {rogueId, defaultLabel}]'

See methodology for what editorial-tier means and epic #1415 for the back-attribution workstream.

Machine-readable

R&D Monthly Spend

Total monthly cash outflow on research and development — fully-loaded engineering, product, and design payroll plus tooling, infrastructure dedicated to product development, contractors, and direct R&D vendor spend. The "input" side of R&D efficiency. Common pitfall: companies report base-payroll R&D and exclude the loaded cost (benefits, stock comp at cash-cost basis, allocated rent, dev tooling), under-reporting true R&D burn by 25–40%. Boards should always ask whether the number is base-payroll, fully-loaded, or GAAP R&D expense — they tell different stories. The KBCM/Sapphire SaaS Survey reports R&D as a percentage of revenue for its company panel — use that as the benchmarking lens. — Product KPI anchored to KBCM/Sapphire SaaS Survey 2024 (15th Annual).

Gross Revenue Retention (GRR)

Recurring revenue retained from the cohort of customers present at the start of the period, excluding expansion — so the metric captures only churn and contraction. Per the SaaS Metrics Standards Board (SMSB) GRR standard. GRR is bounded at 100% (cannot exceed it) and reads as the "no-defense-against-churn" floor on retention. The board reads GRR alongside NRR (`customers.net_revenue_retention`) — the gap between them is the expansion contribution. Common pitfall: treating GRR and NRR as substitutes — they answer fundamentally different questions, and a healthy NRR with sliding GRR signals churn masked by upsell. — Customers KPI anchored to SaaS Metrics Standards Board.

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