Are you growing revenue from the customers you already have?
What are we measuring? This shows whether your existing clients are spending more or less with you over time. If you're losing clients or they're spending less, you need to replace that revenue just to stay still.
1
Choose Your Client Type
2
Enter Your Monthly Numbers
Your monthly recurring revenue at the start of the period (e.g., beginning of month or quarter)
Extra revenue from existing clients this period (upsells, add-ons, price increases)
Revenue lost from clients who left completely
Revenue lost from existing clients who downgraded or spent less
2
Enter Your Period Numbers
Total revenue from clients who were already with you at the start
Additional projects or sales from existing clients (repeat business)
3
Your Retention Rate
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4
What This Means For Your Business
🟢
Above 100%
Excellent. Your existing clients are spending more over time. You're growing without needing new clients.
🟡
90% – 100%
Solid, but watch for slow decline. You're keeping most revenue but not expanding much with existing clients.
🟠
75% – 90%
Warning. You're losing ground. You'll need steady new client acquisition just to maintain revenue.
🔴
Below 75%
Critical. You're bleeding clients or revenue. This is unsustainable without major new sales.
5
One Thing to Change This Week
Select the lever you can pull right now
○ Contact your top 3 clients and ask what else they need help with
○ Review clients who haven't bought recently — reach out to re-engage them
○ Create a simple upsell or add-on offer for existing clients
○ Ask recent churned clients why they left — learn and fix the pattern
This tool is for educational purposes only and does not constitute financial, accounting, or business advice. Results are illustrative and based solely on the figures you enter. For decisions affecting your business, please consult a qualified professional. FinCore, a HamptonTCI Limited Practice, is not liable for actions taken based on this tool.