Automated ARR from Pipedrive

Make renewals, expansions, and churn unambiguous—and auditable.

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

Why teams call us

The biggest blockers we solve inside Pipedrive.

Lightweight CRM; Finance struggles to get depth
Renewals tagged as new business
Manual roll-forward is error-prone

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.

Warehouse-modeled ARR cube with monthly balance snapshots
Movement logic for New/Expansion/Contraction/Churn
Booked vs Active ARR + FX options
Cohort retention by product and segment

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 Pipedrive

Typical field mappings and architecture patterns we implement.

Normalize products, terms, and quantities; add renewal dates
Reconcile to invoices/revenue for trust
Expose curated marts to BI

FAQs

Can you flag delayed invoices vs true churn?
Yes—our logic separates billing delays from actual churn signals.

Related integrations

Explore other CRMs and ERPs we support.

Other CRMs

Popular ERPs

Ready to trust your ARR?

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