Finance MRR waterfall recipe
Gain a holistic view of monthly recurring revenue and how it’s growing. Made with data scooped out of your CRM and ERP if you have one (no matter which you use).
Loved by business users
Versatility is mind-blowing - it's a very unique take on an otherwise old and stale category
Mark Ruch
VP of Marketing Operations
Free sales MRR waterfall recipe using a visual canvas and spreadsheets
Improve the accuracy of your sales forecast by scooping forecast data directly out of your CRM. Tell a visual forecast story using pre-made charts and graphs, embedded Sheetlets, and narrative design elements to form your narrative.
- Instantly generate this canvas with data from any CRM
- Break down the sources of all monthly revenue gains and losses at a glance
- Test what-if scenarios by inputting data into Sheetlets that interact with your charts and graphs to visualize changes
- Get to the root cause of customer churn to mitigate future revenue loss
Here's what you'll need
All it takes to activate this recipe is a CRM report with the following fields:
- Record ID
- Company Name
- Deal Name
- Close Date
- Contract Start Date
- Close Quarter
- Deal Stage
- Deal Type
- Closed By (AE)
- Amount in company currency
- Term Length
