ARR & Retention Analytics for D365 Finance

Policy-driven ARR with FX and entity support, ready for BI and close.

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

Why teams call us

The finance and reconciliation blockers we solve inside Microsoft Dynamics 365 Finance.

Customization makes reporting brittle
Renewal vs new business unclear in ledgers
No single truth across CRM, usage, and ERP

How it works

We model ARR in your warehouse and compute a monthly Roll-Forward that reconciles to billing and revenue. Controllers get audit trails; FP&A and RevOps get self-serve views.

ARR cube + roll-forward in-warehouse
FX treatment and entity consolidation
Cohorts by product/segment for retention

Under the hood

  • Seven-element schema (Customer, Start, End, Units, Unit Price, Product, Segment) plus FX and entity support to maintain clean tie-outs.

Integration Notes for Microsoft Dynamics 365 Finance

Typical mappings and close-support workflows.

Ingest customers, invoices, credit notes, products
Join to CRM quotes/orders and usage systems

FAQs

Booked vs Active?
We model both and show FX and timing impacts explicitly.

Related integrations

Explore other ERPs and CRMs we support.

Ready to trust your ARR?

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