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Explain how Rillet ARR moved between two months
For finance leaders who want an ARR bridge from Rillet split into new, expansion, contraction and churn, with net revenue retention.
On this page
Connector
Connect Rillet, pick your AI tool and paste the prompt.
The problem
Explaining an ARR change takes hours of spreadsheet work
Explaining why ARR moved means lining up every customer in both months, sorting them into new, expansion, contraction and churn and checking the bridge adds up. By hand it takes hours, and an apparent churn may just be a data problem.
Without PopdockAI
- Export ARR for two months from Rillet
- Line up every customer side by side
- Sort each into new, expansion, contraction or churn
- Rework the bridge until it adds up
With PopdockAI
- ARR history read for both months, date format checked first
- Each customer classed within the same currency
- A bridge per currency checked to add up, with net retention
- Churned customers with active contracts flagged as likely data issues
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Explain how annual recurring revenue moved between `{compare-month}` (default the month before `{year-month}`) and `{year-month}`, split into new, expansion, contraction and churned customers.
**Step 1: Pull both months**
Call `rillet-get-arr-waterfall` filtered by `year-month` = `{year-month}`, then again for the comparison month. Before filtering, check one returned row to see how `year-month` is written and use that exact format.
**Step 2: Classify each customer**
Match rows by `customer-id`, within the same `currency`:
* New: ARR now, none (or zero) before.
* Churned: ARR before, none (or zero) now.
* Expansion: ARR higher now.
* Contraction: ARR lower now.
* Flat: unchanged; count them but do not list them.
**Step 3: Report**
* The ARR bridge per currency: opening ARR, plus new, plus expansion, minus contraction, minus churn, equals closing ARR. Check that it adds up and say so.
* The five largest movers in each category: customer name, before, after, change.
* Net revenue retention = (opening + expansion - contraction - churn) / opening, as a percentage.
**Rules & Guidelines:**
* This is read-only. Do not call any tool whose name starts with rillet-add-, rillet-update-, rillet-apply-, rillet-unapply-, rillet-record-, rillet-set- or rillet-setup-.
* Never add ARR in different currencies together.
* If a churned customer still has an active contract in `rillet-get-contracts`, flag it: that is usually a data problem, not churn.
**Validation:**
* If either month returns no rows, say which one and stop rather than calling every customer new or churned.Who it's for
One answer, three teams that use it
CFOs
Explain the month's ARR change
A checked bridge per currency and net revenue retention, ready for the board pack.
Build an ARR bridge from September to October in Rillet with net revenue retention.
Executives
See who drove growth and churn
The five largest movers in each category show where the change came from.
Which customers drove the biggest ARR expansion and churn last month in Rillet?
Finance analysts
Catch churn that is really a data issue
Customers flagged as churned but still under contract point to records to fix.
Compare Rillet ARR for June and September and flag any churn that looks like a data problem.
How it works
What PopdockAI does when you ask
You pick a month and your AI assistant builds a customer by customer ARR bridge from Rillet. It stops rather than guess when a month has no data.
01
Ask
You pick a month, and optionally the month to compare against.
02
Read
It reads the Rillet ARR history for both months.
03
Classify
It classes each customer by movement within the same currency.
04
Report
You get a checked ARR bridge, top movers and net revenue retention.
What PopdockAI provides
The tools behind the answer
Ready made tools for Rillet and one secure connection to your AI tool. No code, no exports.
rillet-get-arr-waterfall
rillet-get-contracts
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
An ARR bridge that reconciles, ready to share
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