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Revenue Management

Master Revenue Management with Tableau

Get a handle on your revenue performance now to drive greater financial performance in the future.

Our Revenue Management solution is automated and runs the day you close revenue. View new, upsell, downsell, churn, and mix at the customer level to easily gain the insights needed to ensure long-term goals are met.

As an added benefit, this solution calculates customer lifetime value (CLTV) every month, demonstrating how your actions are helping to achieve long-term company growth.

Our Revenue Management Solutions:

- Power deeper understand what your revenue is TODAY at the customer/product level with the ability to see the underlying drivers of New, Churn, Upsell, Downsell, and Mix

- Enable facilitated historical analysis - see how revenue evolves with the same customer/product and driver detail as above

- Improve customer lifetime value with key insights to renew revenues with precision

Finance Expertise

Finance Expertise

Our solution was designed based on years of experience solving reoccurring revenue performance challenges that exist in virtually all business.

Proven Business Logic

The metrics and calculations are derived based on industry best practices along with our expertise in finance and can be customized to align with your specific business processes and rules.

Built with Tableau

The data visualization was built leveraging Tableau. The solution contains screens visualizing (1) Month over Month Performance, (2) Renewal and Whitespace and (3) Customer Lifetime Value (CLTV)


Our solution is designed to be customized to your business and to accelerate the deployment process with our industry requirements, data integration templates, and Tableau workbooks.

Contact us to arrange a demo or discuss how you can leverage our Revenue Management Dashboard within your organization.

Your Data Awaits

Start your journey today.

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