The AI-Native Revenue Operations Platform for B2B SaaS

DealARR combines deal management, accounting integrations (Xero, QuickBooks, Stripe), data import from HubSpot and Freshsales, sophisticated commission calculations, sales and customer success dual tracking, 100+ SaaS metrics, financial modeling, AI-powered insights, a CEO-grade Founder Pulse, and a Shareholder Portal for secure board report sharing — all in one platform with a universal recycle bin for safe data recovery.

Configure flexible commission rules per team member with percentage or flat bonus structures. Set multi-year contract bonuses (e.g., 1.05x for 2-year deals, +0.05 per additional year), rate schedules by contract year, and clawback policies for churn events. Each rule can independently filter by 'Signed' or 'Active' deals.

Customer Success Professionals have two separate quotas: Retention Quota (target 100% of starting ARR protected from churn) and Upsell Quota (target % of starting ARR for expansion revenue). Both are tracked with progress bars, attainment percentages, and gap analysis.

A CEO-grade performance review dashboard that provides a 0-100 composite health score across five dimensions (Revenue, Sales, Retention, Pipeline, Cash). It includes MRR bridge visualization, regional and product performance matrices, sales team attainment tracking with pipeline coverage, renewal pipeline by urgency, financial vitals (EBITDA, Runway, Rule of 40, DSO), and a consolidated Action Tracker with data-driven issue detection and recommended actions.

Generate secure, shareable links to interactive board reports for investors and board members. Recipients must accept a confidentiality gate before viewing. Reports feature dual AI-generated narratives (balanced shareholder-facing summary and direct internal management briefing) that can be toggled. Saved reports preserve full state for future revisiting.

DealARR offers two approaches: a manual financial model with scenario planning, sensitivity analysis, and goal seek, plus an AI Financial Model Builder that generates a professional-grade 5-year model through a guided 8-step interview. The AI builder auto-fills from your live DealARR data and exports a fully formula-driven Excel workbook with 8 sheets (Assumptions, Executive Summary, Revenue, P&L, Unit Economics, Headcount, Cash Flow, Scenarios) — change any assumption and the entire model recalculates automatically.

100+ metrics across 15 categories 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, financial projections, invoice collections, team performance, and forecasting — all with live data, YoY change indicators, customizable dashboard layout, and flexible period filtering.

Deal 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.

Yes. The Universal Recycle Bin provides 15-day data recovery for all deleted items across 14 entity types including deals, salespeople, CSPs, products, currencies, invoice plans, and more. Search, filter by type, restore items, or permanently delete with expiry countdown.

Weekly salesperson performance reports, expiring contract notifications (including pending optional extensions), Founder/CFO weekly digest with revenue trends, forecast reminders, and event-triggered alerts for new deals, churn events, and metric thresholds — all automated via email. Each user can customize which of the 14 notification types they receive through per-user opt-out preferences.

Manager Hub provides consolidated performance tracking across Sales and Customer Success teams. See Sales ARR metrics and CSP dual-quotas (retention + upsell) side-by-side per manager, with fiscal year filtering and team member breakdowns.

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.