Automated ARR Reporting for Salesforce

From Opportunities and CPQ to Subscription truth. We transform Salesforce into a governed ARR layer your CFO can trust.

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We'll assess your data health and show your readiness to automate ARR.

Why teams call us

The biggest blockers we solve inside Salesforce.

Sales uses custom fields; Finance can’t reconcile to GAAP or billings
Manual Excel roll-forwards break each month
Renewal dates, quantities, and discounts live in different objects
Usage-based add-ons don’t flow cleanly into ARR

How it works

We don't store ARR in your CRM - we build an ARR Data Cube in your warehouse, compute the monthly Roll-Forward (New, Expansion, Contraction, Churn) in ELT, and surface it in BI for a CFO- owned data layer.

ARR Data Cube built in your warehouse (not in CRM) for balances over time
Monthly ARR Roll-Forward with New / Expansion / Contraction / Churn
Booked vs Active ARR views + constant currency option
Segmentation by product, region, segment, and cohort

Under the hood

  • We map seven core elements - Customer, Start Date, Expiration Date, Units, Unit Price (native), Product, and Segmentation - to ensure reconciliation to GAAP and Billing with auditability built in.

Integration Notes for Salesforce

Typical field mappings and architecture patterns we implement.

Ingest Opportunities, Subscriptions/Assets, CPQ quotes, and custom objects

Map the seven core elements (Customer, Start, End, Units, Unit Price, Product, Segment) from Salesforce to your ARR cube

Reconcile to GAAP and Billing for audit-ready confidence

FAQs

Why not just keep ARR in Salesforce reports?

CRMs aren’t designed to house time-series cubes. We model ARR balances and movements in your warehouse, then visualize in BI—so Finance owns auditability and refreshes are one-click.

Can you separate price vs quantity for expansions?

Yes. We compute deltas on unit price and units to attribute expansion precisely—great for pricing & packaging insights.

Related integrations

Explore other CRMs and ERPs we support.

Other CRMs

HubSpot

Clean HubSpot deals + subscriptions into an ARR cube and monthly roll- forward. Automate renewals, churn, and expansion analytics.

Microsoft Dynamics 365

Turn Dynamics 365 sales data into an auditable ARR cube with automated roll- forwards and retention dashboards.

Zoho CRM

Automate ARR cubes and roll-forwards from Zoho CRM with CFO-grade integrity and BI-ready datasets.

Pipedrive

Transform Pipedrive deals into a governed ARR cube and automated roll- forward. Clarity across renewals and expansions.

Freshsales

Standardize Freshsales data into an ARR cube and roll-forward-board-ready in weeks.

Close CRM

Bring Close CRM data into a robust ARR cube and automated roll-forward.

Copper

Standardize Copper pipelines into ARR cubes and automated roll- forwards.

SugarCRM

Create an ARR cube and automated roll-forward from SugarCRM- auditable and fast.

Popular ERPs

NetSuite

Tie CRM and billing to NetSuite with an ARR cube and monthly roll-forward. Fast closes, clean variance, auditable trails.

Sage Intacct

Standardize contracts and invoices from Sage Intacct into a CFO-grade ARR cube with monthly roll- forward.

Microsoft Dynamics 365 Finance

Reconcile CRM and billing with Dynamics 365 Finance using a governed ARR cube and monthly roll- forward.

Oracle Fusion Cloud ERP

Turn Oracle Fusion transactions into a CFO- grade ARR cube and roll- forward with clear reconciliation.

SAP S/4HANA

Harmonize SAP data with CRM to deliver ARR cubes, roll-forwards, and retention analytics.

Ready to trust your ARR?

We'll build the ARR cube and roll-forward inside your stack, then hand you the keys.

Get My ARR Audit