What makes DealARR different from other revenue management tools?

DealARR combines deal management, data import from HubSpot and Freshsales, accounting integrations (Xero, QuickBooks, Stripe), sophisticated commission calculations, sales and customer success dual tracking, 30+ SaaS metrics, financial modeling, and AI-powered insights in one platform — with a universal recycle bin for safe data recovery.

What SaaS metrics does DealARR track?

30+ metrics including Active ARR, Active Clients, MRR, NRR, GRR, LTV/CAC, Rule of 40, Burn Multiple, Magic Number, ARR Bridge, New/Expansion/Contraction/Churn MRR breakdown — all with YoY change indicators, customizable dashboard layout, and flexible period filtering.

What integrations are available?

Data import from HubSpot and Freshsales, accounting integration with Xero and QuickBooks (OAuth 2.0), and Stripe data sync for subscriptions and invoices. All integrations include fuzzy matching reconciliation, encrypted credential storage, and self-serve setup wizards.

How does the 5-year financial model work?

Create multiple scenarios (Conservative, Base, Aggressive), run sensitivity analysis on key drivers, use goal seek to hit specific targets, and export investor-ready Excel with formulas or styled PDFs. The Cashflow Forecast shows 6-month projections with AI-powered runway analysis.

How does the incentive and commission system work?

Configure flexible commission rules per team member with percentage or flat bonus structures. Set multi-year contract bonuses, rate schedules by contract year, and clawback policies for churn events. Each rule can independently filter by Signed or Active deals.

Enterprise-grade security with HTTP security headers, rate limiting, comprehensive audit logging, complete multi-tenant data isolation, role-based access control (Admin, User, Salesperson, CSP, Manager), email OTP verification, Trust Device feature, and encrypted storage for all third-party credentials.

How much does DealARR cost?

DealARR offers two main plans: the Base plan at $299/seat/month for deal management, ARR/MRR tracking, invoicing, SaaS analytics, and more; and the Founder/CFO Hub at $399/seat/month which adds 5-year financial modeling, scenario planning, investor deck generation, and AI executive summaries. The AI Financial Model Builder is available as an add-on at $50/month per organization.

Does DealARR offer a free trial?

Yes, DealARR offers a 30-day free trial with full access to all features. No credit card is required to start, and you can cancel anytime during the trial at no cost.

What is included in the 30-day free trial?

The 30-day free trial includes full access to all DealARR features: deal management, ARR/MRR/TCV tracking, invoice scheduling, SaaS analytics dashboards with 30+ metrics, CRM and accounting integrations, team management, and AI-powered insights. No feature restrictions during the trial period.

CSP Metrics That Matter: How to Track Retention and Upsell Quotas

Customer Success Professionals need dual metrics: retention quota (keeping existing ARR) and upsell quota (expanding accounts). Track health scores combining product usage, support tickets, NPS, and engagement frequency. Set retention targets at 90%+ GRR and upsell targets at 10-15% of managed portfolio ARR. Tie both metrics to compensation for aligned incentives.