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ARR calculations

We collated and reconciled financial data from our client's five different reporting entities to produce SaaS reporting metrics.

Summary

We extracted customer-level information from our client’s accounting system (Sage) and mapped it to their CRM (Salesforce). This data engineering process allowed us to produce a real-time and accurate view of both live and contracted ARR on a constant currency basis. The CFO also needed to analyse the data by client and by revenue stream, while maintaining a clearly defined audit trail and the ability to drill into the data on a granular level.

Interactive dashboard example

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