“GGR is down 25%” tells a leadership team the size of a problem. It does not tell them why it happened, which assumptions deserve scrutiny or what evidence to request next.
Separate the movement into understandable parts
Consider the illustrative scenario in our product film. Sportsbook turnover falls from RON 20 million to RON 16 million. Hold moves from 8% to 7.5%. GGR consequently moves from RON 1.6 million to RON 1.2 million: a RON 400,000 decline.
Using a turnover-first decomposition, the lower turnover accounts for RON 320,000 of the decline at the previous 8% hold. Applying the 0.5 percentage-point reduction in hold to the current RON 16 million turnover accounts for another RON 80,000. These two effects reconcile to the full change.