Example trajectory
+18%
Illustrative MRR visibility gain — not a client guarantee
Dash Forecast Solutions · bespoke intelligence
Forecast the futureof your revenuewith clarity you can act on.
Built for finance & revops teams drowning in spreadsheet MRR
B2B SaaS and hybrid-revenue operators with multiple billing systems, manual spreadsheet bridges, and leadership asking for one forward-looking MRR view. We consolidate billing systems, spreadsheets, and databases into one forecasting workspace — then model MRR scenarios leadership can act on.
Forward MRR
$1.24M
NRR
112%
Sources
11
Sources unified
12+
Typical systems after discovery—not a guarantee
Engagement model
Sprint
Design-led delivery with weekly checkpoints
Services
Four levers. One forecasting operating system.
Pick the entry point that matches your pain — every engagement still starts with discovery.
Forecasting dashboards
Custom forecasting dashboards
Leadership-grade cockpits designed around your revenue model, not a template tenant.
Explore →MRR forecasting
MRR & revenue forecasting
Cohort-aware recurring revenue scenarios with reconciliation finance can defend.
Explore →Data consolidation
Data consolidation
Unify billing, CRM, warehouse, and spreadsheet bridges into one trusted layer.
Explore →Income visibility
Income & financial visibility
Cadence-friendly executive views with operator drill-downs underneath.
Explore →Featured work · Subscription software & platforms
B2B SaaS — multi-tenant MRR in one operating rhythm
A product-led team running hybrid subscription and service revenue needed one forecast that matched billing reality across regions and add-ons—without a shelf BI template.
- Aligned executive and GTM on a single ARR / NRR story ahead of a Series B data room
- Reduced manual prep for finance from days to a repeatable Friday close rhythm
Process
Discovery-first. Design-led. Engineering-backed.
Every build is bespoke, but most engagements follow a similar rhythm. Discovery produces a phased plan with explicit milestones.
- 01
Discovery & data archaeology
1–2 weeks
Interviews, system mapping, definition alignment, and access validation.
- 02
Experience design & metric spec
2–3 weeks
Wireframes, interactive prototypes, and a signed-off metric dictionary.
- 03
Build, harden & reconcile
4–8 weeks
Ingestion, transformations, visuals, and reconciliation against finance baselines.
- 04
Handoff & enablement
1 week
Training, documentation, and optional ongoing support scoping.
Fit filter
Are we a good fit?
Honest filtering saves everyone time — including you.
Good fit
- Multiple billing or CRM systems with no trusted single MRR number
- Finance spends days each month reconciling spreadsheets before leadership reviews
- You need forward-looking MRR scenarios, not just backward-looking reports
- Leadership is ready to invest in a bespoke cockpit, not another template dashboard
- A subject-matter owner can explain business rules and grant system access
Probably not right now
- You need a live product with self-serve signup today — we are a consulting engagement
- A single clean data source already feeds a dashboard everyone trusts
- Budget or stakeholder alignment is not in place for a multi-week build
- You are looking for a fixed connector list or turnkey SaaS pricing before discovery
Free discovery call
Know exactly what you are signing up for — before any build begins
A 30–45 minutes conversation with no obligation. We map your reporting reality, confirm fit, and leave you with a clear next step — even if that next step is not us.
Who should join
- CFO, finance lead, or FP&A owner
- RevOps or whoever owns subscription metrics
- A data owner who can speak to billing systems and definitions
What we cover
- Walk through your current reporting stack and pain points
- Clarify how MRR, churn, and expansion are defined today
- Identify which sources must reconcile for leadership to trust the numbers
- Discuss what a “single pane of glass” should feel like for your team
What you leave with
- Honest fit assessment — we will tell you if we are not the right partner
- Phased engagement outline with reconciliation milestones
- Data readiness checklist so you know what to gather before a build sprint
Interactive lab
Feel the cockpit before you buy the build
Motion-rich charts help stakeholders experience a tailored forecasting workspace—not a shelf template.
Bespoke vs template
Why bespoke instead of off-the-shelf BI?
Looker, Tableau, and Stripe Sigma are powerful — but they assume your data is already clean and your definitions are settled. Most teams we talk to are not there yet.
| Topic | Bespoke cockpit | Template BI |
|---|---|---|
| Metric definitions | Built around how your finance team actually defines MRR, churn, and expansion | Assumes standard SaaS definitions that may not match your contracts |
| Data sources | Mapped during discovery — your billing stack, CRM, warehouse, and spreadsheets | Limited to pre-built connectors; gaps filled with manual exports |
| Reconciliation | Outputs reconciled to finance baselines before leadership sees them | You reconcile discrepancies yourself after the dashboard ships |
| Forecasting | Scenario modelling tuned to your revenue model and planning cadence | Backward-looking charts with bolt-on forecast templates |
| Ownership | Metric dictionary, training, and handoff so your team can extend the work | Vendor lock-in or internal BI team maintaining generic views |
Topic · Metric definitions
Bespoke · Built around how your finance team actually defines MRR, churn, and expansion
Template BI · Assumes standard SaaS definitions that may not match your contracts
Topic · Data sources
Bespoke · Mapped during discovery — your billing stack, CRM, warehouse, and spreadsheets
Template BI · Limited to pre-built connectors; gaps filled with manual exports
Topic · Reconciliation
Bespoke · Outputs reconciled to finance baselines before leadership sees them
Template BI · You reconcile discrepancies yourself after the dashboard ships
Topic · Forecasting
Bespoke · Scenario modelling tuned to your revenue model and planning cadence
Template BI · Backward-looking charts with bolt-on forecast templates
Topic · Ownership
Bespoke · Metric dictionary, training, and handoff so your team can extend the work
Template BI · Vendor lock-in or internal BI team maintaining generic views
Ready to consolidate and forecast with confidence?
Email connect@alphesda.com or call 03 7073 2727 (Australia).