Fix your MRR Reporting

I implement a clean, consistent system for tracking recurring revenue in Salesforce. So you can finally:

✅ See what’s truly new, renewed, expanded, or churned

✅ Report MRR with confidence: by product, segment, or cohort

✅ Align your Sales, CS, and Finance teams around one source of truth

Book a call

What's Included

🔁 Subscription & renewal architecture

Standardized way to link deals together across time so your system knows what’s a renewal vs. new business.

📐 Contract logic & revenue calculations

Consistent fields and formulas for contract terms, ARR, and MRR. No more spreadsheet hacks.

📊 MRR & revenue movement reporting

Clean reports that break down growth into New, Churn, Expansion, and Contraction.

🛠️ Fixes to messy legacy data

Option to repair past renewal links and rebuild history. So you can trust your MRR data going backward as well as forward.

Pricing Breakdown

💼 Base Project

A fixed-fee engagement tailored to your Salesforce setup and goals.

✔ Typical Range: $5,000–$10,000 USD

✔ Timeline: 2–4 weeks

✔ Includes: Strategy, implementation, reporting setup, and handoff documentation

📊 Add-On: Advanced Reporting & Data Cleanup

Extra help with complex segmentation or backfilling historical data.

✔ Examples include:
– Cohort or region-level reporting
– Legacy renewal chain repairs
– Custom reporting for board-level views

✔ Scoped separately based on needs

🔄 Ongoing Support (Retainer)

For teams that want long-term advisory or flexible updates after launch.

✔ Starts at: $1,500/month USD

✔ Includes:
– Strategic check-ins
– Light automation/reporting updates
– Async support & advisory
– System tuning as your needs evolve

Curious which option is best for you?

Book a call

How It Works

1. Book a Free Assessment Call

We’ll review your current setup and highlight the biggest issues in how MRR, renewals, and revenue movement are being tracked.

2. Scoping & Strategy Call

If there’s a good fit, we’ll dive deeper, outlining what to fix, what to build, and what you’ll get. Fixed pricing, no surprises.

3. Implementation

I clean up your Salesforce instance and implement the new system: including fields, formulas, flows, and reports. All done natively.

4. Review & Handoff

You get documentation, working reports, and a short Loom walkthrough of the setup. So your team can own it going forward.

Ready to Clean Up Your MRR Reporting?

Most SaaS teams aren’t tracking revenue wrong, they’re just missing the architecture to do it right.
If you want clean MRR reporting, reliable renewal visibility, and fewer spreadsheet headaches, let’s talk.

Book your free assessment