trending_up For Revenue Ops

Live AR aging and revenue dashboards
from NetSuite.

Pre-built Power BI templates for AR aging, revenue recognition, pipeline visibility, and executive KPIs. Updated automatically.

RevOps Challenges

The visibility gap

Collections team works from yesterday's data. By the time the aging report is pulled, the situation has already changed.

Sales data lives in CRM, financials in NetSuite. Getting a unified pipeline-to-revenue view requires manual stitching.

ASC 606 compliance requires matching deferred revenue schedules with actuals. Spreadsheet-based tracking is error-prone.

MRR, ARR, churn, and LTV calculations are done monthly in Excel. Leadership needs weekly or daily views to make decisions.

How Acterys Helps

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Pre-built Power BI template showing AR aging buckets (current, 30, 60, 90+ days) updated automatically from NetSuite.

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MRR, ARR, revenue by segment, customer concentration, and growth metrics. All calculated from live NetSuite data with 100+ DAX measures.

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Same NetSuite data flowing to Power BI for dashboards, Snowflake for analytics warehouse, and SQL Server for operational reporting.

Result

75% faster reporting. AR aging visible in real-time instead of weekly snapshots. Executive dashboards refreshed automatically, not manually.

Pre-built dashboards for AR aging, executive KPIs, and revenue analytics. 14-day free trial, no credit card.

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