#The challenge
A business line had no reliable, self-serve monthly recurring revenue reporting. Leadership was forecasting off a personal spreadsheet left behind when the role turned over, maintained by hand and understood by nobody still in the seat. Nobody could reconcile what the CRM said against what the ERP said, and no rep or finance analyst could pull a customer's current MRR without asking a person.
#The approach
Rebuild the model, do not patch the old one
Rebuilt the subscription and line-item model on the CRM's current revenue-recognition data model rather than continuing to patch the legacy structure, so the reporting layer sat on a supported foundation.
Reconcile to the ERP at live rates
Reconciled the active subscription book to the ERP at live exchange rates, tying to the finance workbook within about one percent. Where a second workbook tab did not tie, the gap was flagged for a finance decision on the intended conversion rate rather than quietly forced to match.
Self-serve reporting instead of a person
Stood up a per-customer MRR report finance can pull directly, plus a validated ninety-day expiry view, so the answer comes from the system rather than from whoever last owned the spreadsheet.
Enablement so the flow runs without RevOps
Delivered a recorded walkthrough, a rep user guide and a troubleshooting guide so the sales team could run the closed-won flow on the new model themselves.
Commissions, discounting and contract-record cleanup
Assembled the quarterly commissions dataset out of the CRM, ran a book-wide discounting and closed-lost analysis, and cleaned up the contract and order-form records the revenue model reads from so finance and customer success were working off the same set.
Quoting UAT before product launches
Embedded with the internal systems team to user-acceptance-test a custom Salesforce quoting interface ahead of new product launches, validating plans, pricing and MRR calculations before go-live rather than after the first wrong invoice.
#Outcomes
CRM became the self-serve source of truth for MRR
Monthly recurring revenue is now pulled from the CRM directly, replacing an inherited personal forecast file.
Active subscription book rebuilt and reconciled
The active subscription book was rebuilt on the current revenue-recognition model and reconciled to the ERP, with a validated ninety-day expiry view.
Line items validated one by one
A live MRR-by-line-item report was validated line by line against the shared finance workbook, tying within about one percent, with the remaining variance flagged for a finance decision rather than papered over.
Quarterly commissions dataset locked
A quarterly commissions dataset covering new, renewal and expansion business was assembled, alongside a book-wide discounting and closed-lost analysis.
Three-document enablement kit for reps
A recorded walkthrough, a rep user guide and a troubleshooting guide let the sales team run the new closed-won flow without RevOps support.