Is Your ARR Reporting Audit-Ready?

We have a single primary source of truth for ARR (ERP, Billing, CRM, or Licensing Server).

Our primary source consistently captures the 7 core ARR data elements (customer, start/end, units, unit price, product, segment).

Those fields are governed by clear, documented standards and definitions.

The team entering and maintaining ARR-critical data ultimately reports into the CFO.

ARR-related data entry workflows (e.g., deal desk, bookings) are documented and followed.

We have automated validations (e.g., missing dates, negative prices, inconsistent quantities).

Finance, RevOps, and FP&A do not fight about 'whose ARR number is right.'

We maintain an ARR Data Cube in a governed data warehouse (e.g., Snowflake, BigQuery, Redshift, Databricks).

The ARR cube is time-stamped and we can easily see historical ARR by month.

We can slice ARR by product, customer, segment, region, and currency as needed.

We have a deliberate approach to FX (Booked vs Constant Currency) and can explain the impact on ARR.

Our ARR Roll-Forward is computed in the warehouse/BI layer (not manually in Excel).

We have clear definitions for New, Upsell/Expansion, Downsell/Contraction, Churn, and Reactivation.

Usage-based revenue and timing gaps (late invoices, delayed go-lives) are handled consistently.

Every ARR movement in the roll-forward can be traced back to underlying contracts or transactions.

ARR reconciles cleanly to GAAP revenue and timing differences are clearly documented.

We can produce 12–24 months of ARR balances and GDR/NDR by customer and product.

We can see root-cause drivers (price vs. quantity, cross-sell vs. upsell) and use them in planning.

We can refresh ARR and roll-forward views on demand in minutes, not days.