Product

Revenue Reporting Engine

Unlock recurring revenue insights without Salesforce CPQ. This app automatically calculates ARR, MRR, TCV, ACV, and provides detailed product ownership information. Track revenue shifts across all sales categories for data-driven decision-making.Add from Salesforce app exchange.

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About Product

Built to Simplify Complex Revenue Insights

Revenue Reporting Engine embeds seamlessly within NetSuite to deliver revenue analytics for recurring or usage-based businesses. It handles ARR/MRR tracking, churn events, and pricing changes—so you don’t need separate BI tools or expensive CPQ systems. The product provides consistent data access to finance, customer success, and leadership teams—all in one platform.

Challenges We Solve
01

Slow Post-Merger Integration

An acquired company is brought in to accelerate growth, but synergy remains elusive. Instead of a quick return on investment, teams spend months struggling to consolidate and reconcile disparate people, processes, technology, and data. This delay prevents the realization of full value and slows the pace of effective scaling.

Challenges We Solve
02

Disconnected Systems

Critical business information is trapped in technology silos. When essential platforms like Salesforce (CRM) and NetSuite (ERP) cannot communicate seamlessly, manual data entry and workarounds are required. This results in errors, delayed closings, and a Lead-to-Cash (L2C) process that is inefficient and prone to failure.

Challenges We Solve
03

Lack of Revenue Visibility

Strategic decisions are compromised when management cannot trust the financial numbers. The absence of a unified, real-time data source makes it challenging to accurately report, forecast, and manage key metrics such as Annual Recurring Revenue (ARR), Net Retention, and EBITDA, undermining confident guidance of the business.

Challenges We Solve
04

Manual processes between sales and finance

The critical handoff between closing a deal and generating an invoice is labor-intensive and error-prone. Sales teams struggle with pricing and contract creation, while finance teams manually interpret and re-enter data to handle billing and revenue recognition. This disconnect stalls cash flow and creates unnecessary friction in the Quote-to-Cash cycle.

Challenges We Solve
05

Over-customized Legacy Platforms A once-reliable core syste

A once-reliable core system is now a fragile and expensive liability due to years of excessive modifications. This accumulated technical debt restricts the adoption of modern leading practices, hinders the introduction of new products, and forces the business to operate at the slow speed of outdated technology.

Overview & Insights

Take a closer look at how the Revenue Reporting Engine works in practice and how it transforms your financial data into operational insights—all by watching a short demo and exploring key performance visuals.

ARR Over Time

Track how your recurring revenue changes monthly or quarterly. Understand the full impact of expansions and contractions on your business.

Retention Metrics

Easily surface Net Retention Rate and other key metrics that show how well you’re keeping and growing customer accounts over time.

Revenue Breakdown

See detailed contributions from New ARR, Upsell, Cross-Sell, Downsell, Churn, and Price Changes—so you know exactly what’s fueling growth or loss.

Ready to Scale with Confidence?

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Let’s Get Started

We’re more than consultants — we’re long-term partners in your growth. Whether you're navigating your first ERP implementation, scaling post-acquisition, or simply tired of disconnected systems, we're here to guide you.