What’s included?

Financial Reports:

  • Detailed ARR Reporting by Customer by Product by Month by Type

  • Rolled up Summary ARR Reporting by Product by Month by Type

  • Monthly KPI’s as available via the data integrity (customer count, average ARR, renewal metrics, etc.)

  • Will ensure to cater all reporting & KPI’s to your specific business needs

Financial Package Automation:

  • The bulk of the time will be spent understanding your business and existing invoicing, billing and subscription management processes. Taking that knowledge and in Microsoft Excel building automated logic based on standardized reports exported from your primary subscription management system.

  • Don’t have a subscription management system and only billing? That’s okay, that’s where my experience comes in to formulate a process from your raw billing data to generate the reporting you need.

  • As identified, I will make recommendations on best billing and/or subscription management practices if they are identified to hinder ARR reporting automation and/or data integrity

  • Full documentation & recorded video training for the financial package close process

Overall Goal:

  • The end product will be Microsoft Excel templates to where any user with limited raw skills can export standardized reports into templates that will automatically create all monthly ARR reporting as needed. Success means that I have developed a process that has a mix of automation and exception handling specific to your business and your data that significantly expedites your monthly ARR reporting but in an accurate way.

Why Microsoft Excel based?

  • There are some more automated ways of doing this outside of excel, for example using a SQL database to store your raw data then building logic via a interactive data visualization software like Power BI. This requires extremely strict processes that generate a very high data integrity. In my experience, especially a company that is not yet producing ARR reporting & metrics on a recurring basis is not ready for that type of automation. Excel will allow for a much easier exception handling process and will allow the business to start producing accurate and timely reporting while continuing to identify what is driving exception handling. The business can then work to improve their internal processes around the exception handling over time. I would only suggest a SQL based solution until that time when exception handling is effectively near or at zero.

Pricing

  • See the Pricing section