Community

#17 - Net Dollar Retention(NDR)์ด๋ž€? ๐Ÿ“ Type & Highlight [Highlighted๐Ÿ–] โœ… NDR์ด๋ž€? - Net dollar retention(NDR)

#17 - Net Dollar Retention(NDR)์ด๋ž€? ๐Ÿ“ Type & Highlight [Highlighted๐Ÿ–] โœ… NDR์ด๋ž€? - Net dollar retention(NDR)์€ net revenue retention์ด๋ผ๊ณ ๋„ ๋ถˆ๋ฆฌ๋Š” SaaS ๋น„์ฆˆ๋‹ˆ์Šค ๊ฑด์ „์„ฑ๊ณผ ์„ฑ์žฅ ์ž ์žฌ๋ ฅ์„ ๋ณด์—ฌ์ฃผ๋Š” ์ง€ํ‘œ๋กœ %๋กœ ํ‘œํ˜„ - NDR = (Starting MRR + Expansion MRR - Contraction MRR - Churn MRR) / Starting MRR * 100 - NDR ๊ณ„์‚ฐ์—๋Š” ๊ณ„์ •์˜ ํ”Œ๋žœ ์—…๊ทธ๋ ˆ์ด๋“œ, ๋‹ค์šด๊ทธ๋ ˆ์ด๋“œ, ์ดํƒˆ(churn)์ด ๊ณ ๋ ค๋จ โœ… NDR์€ ๋‘ ๊ฐ€์ง€ ๊ด€์ ์—์„œ ์ค‘์š” 1. ์‹ ๊ทœ ์‚ฌ์šฉ์ž ํ™•๋ณด ์—†์ด ์–ผ๋งˆ๋‚˜ ์„ฑ์žฅํ•  ์ˆ˜ ์žˆ๋Š”์ง€ ๋ณด์—ฌ์คŒ 2. ํ˜„์žฌ ์‚ฌ์šฉ์ž๊ฐ€ ์ง€๊ธˆ ์ œํ’ˆ์ด ์ฃผ๋Š” ๊ฐ€์น˜์— ์–ผ๋งˆ๋‚˜ ๋งŒ์กฑํ•˜๊ณ  ์žˆ๋Š”์ง€ ๋ณด์—ฌ์คŒ โœ… ์„ฑ๊ณต์ ์ธ SaaS๋“ค์˜ IPO ๋‹น์‹œ NDR์€ ํ‰๊ท  109%์ด๋ฉฐ, 120% ์ด์ƒ์€ ์•„์ฃผ ์ข‹์€ ์‹œ๊ทธ๋„, 100% ๋ฏธ๋งŒ์€ ๋ฌธ์ œ ํŒŒ์•…์ด ํ•„์š” - Snowflake 158% - Twilio 155% - Elastic 142% - PagerDuty 139% - AppDynamics 123% โœ… NDR์„ ์„ฑ์žฅ์‹œํ‚ค๋Š” ๋ฐฉ๋ฒ• - ๊ณ ๊ฐ์—๊ฒŒ ์‹ค์ œ๋กœ ๊ฐ€์น˜๋ฅผ ์ฃผ๋Š” ํšจ๊ณผ์ ์ธ ์ œํ’ˆ ์ „๋žต์„ ํ†ตํ•ด downgrade์™€ churn์˜ ๋น„์œจ์„ ๋‚ฎ์ถ”๊ธฐ - ํšจ๊ณผ์ ์ธ Go-to-market ์ „๋žต์œผ๋กœ ์‹ ๊ทœ ๊ฐ€์ž…์ž ํ™•๋ณดํ•˜๊ธฐ - ์ „์ฒด churn์˜ 20~40%์— ์ด๋ฅด๋Š” ๋น„์ž๋ฐœ์  ์ดํƒˆ(์˜ˆ: ์นด๋“œ ๊ฒฐ์ œ ์˜ค๋ฅ˜ ๋“ฑ)์„ ๋ง‰๊ธฐ ์œ„ํ•œ Revenue Delivery ์ „๋žต ๋ฐ ์ธํ”„๋ผ ์ˆ˜๋ฆฝํ•˜๊ธฐ

์•Œ๋ฆผ

์•Œ๋ฆผ์ด ์—†์Šต๋‹ˆ๋‹ค