Data solution package
Recurring Revenue Package
A ready-to-deliver Tableau solution for recurring revenue reporting — so finance and customer success stop spending weeks reconciling different ARR numbers.
The problem
ARR reporting is extremely manual across ERP and CRM systems.
Finance and customer success pull the same number from different sources, apply different definitions, and end up reporting different ARR every month. Month-end becomes a reconciliation exercise instead of a decision-making exercise.
The result: leadership spends meetings debating the number instead of acting on it.
Four analytics views
- ARR Trends
- View ARR trends by segment, product, region or any dimension you carry.
- ARR Changes
- Break out new, upsell, downsell and lost ARR to see what actually moved.
- ARR Retention
- Evaluate gross and net retention across cohorts over time.
- Customer Data
- Full customer-level detail for ad hoc analysis and account reviews.
Live demo
Try it yourself.
The full package running on sample data — switch tabs, filter and drill in exactly as your team would.
Delivery tiers
Choose how much we do for you.
Basic
For teams with experienced Tableau developers who will integrate it themselves.
- Immediate download
- Consultations not included
- Integration and customisation not included
Standard
Most chosenFor teams with newer Tableau developers who want guidance through integration.
- Delivery in 2 weeks
- Two 1-hour working sessions
- Integration included, no customisation
Premium
For teams without Tableau developers or without the bandwidth.
- Delivery in 6 weeks
- 30-minute weekly sync for up to 6 weeks
- Integration and customisation included
Pricing depends on the systems being integrated. Tell us what you run and we'll send a fixed quote within one business day.
What's in the box
- Tableau Desktop workbook with four analytics views
- Tableau Prep workflow for repeatable data preparation
- Workflow integration documentation
- Field mapping guide for common CRM and ERP sources
