PLATFORM FEATURES
Everything You Need to Manage SaaS Revenue — Now AI-Native
Purpose-built for B2B SaaS companies — from an Agentic AI workforce that drafts board packs and watches churn, to deal management, incentive calculations, sales tracking, AI-powered board reports, Founder Pulse, Shareholder Portal, and VC portfolio dashboards.
AGENTIC AI WORKFORCE
Agentic AI Workforce
Goal-driven AI agents that plan, call internal tools, and request human approval before any change. DealARR is AI-Native — agents are first-class citizens, not bolt-ons.
Board Pack Agent
Generates a board-ready pack with KPIs, ARR bridge, churn risk, and outlook — and emails it to your board on the 1st of every month if enabled.
Churn Watchdog
Runs daily, scans renewals at risk, and drafts customer outreach emails. You approve, then it sends.
Deal Intake Agent
Reads a pasted contract or sales notes and proposes a deal draft + invoice schedule, ready for one-click acceptance.
Freeform Agent
Give it any goal in plain English — it plans the steps, picks the right internal tools, and returns a structured answer.
Approval-Gated Writes
Agents never change your data silently. Every write action queues an approval card showing exactly what would happen — admins approve or reject.
Token & Run Budgets
Built-in monthly token, run, and per-run step limits keep AI usage predictable and safe to roll out across the team.
DEAL BOOK MANAGEMENT
Deal Book Management
Centralized contract management with powerful tools for tracking every deal from prospect to close and beyond.
Centralized Deal Book
Manage all contracts and deals with powerful search, filtering, and inline editing capabilities.
Pipeline Stages
Track deals through customizable stages with probability weighting and revenue forecasting.
Multi-Currency Support
Handle international deals with automatic USD conversion using live exchange rates.
Split Deals
Share revenue credit between salespeople with configurable split percentages.
Smart CSV Import
AI-powered column mapping with duplicate detection, fuzzy matching, and alias creation.
Contract Extensions
Support 3+2 year contracts with extension tracking, automatic date calculations, and one-click renewal conversion.
SALES & TEAM PERFORMANCE
Sales & Team Performance
Comprehensive sales management with quota tracking, manager hubs, and team analytics.
Quota Management
Set annual and quarterly ARR targets with prorated YTD tracking and fiscal year filtering.
Manager Hub
Consolidated view of Sales and CS team performance with dual-role member tracking.
Individual Scorecards
Detailed performance cards showing ARR achieved, pipeline value, and milestones.
Invoice Contributions
Track lifetime and current year invoice amounts per salesperson.
Consolidated Team View
Combined Sales ARR and CS retention/upsell metrics side-by-side.
Performance Exports
Export detailed Excel reports with deal-wise breakdowns and pivot summaries.
INCENTIVE & COMMISSION MANAGEMENT
Incentive & Commission Management
Scalable commission calculations with template-based rules, multi-year bonuses, and bulk payouts.
Commission Templates
Create reusable commission rule templates with tiered rates, accelerators, and thresholds.
AI Policy Extraction
Upload commission policy documents and let AI extract rules automatically.
Multi-Year Bonuses
Configure retention bonuses, clawback policies, and multi-year vesting schedules.
Bulk Payouts
Review, approve, and process commission payouts for entire teams at once.
Payout Reports
Detailed commission statements with deal-level breakdowns for each period.
Audit Trail
Complete history of all commission calculations, adjustments, and approvals.
SAAS METRICS & ANALYTICS
SaaS Metrics & Analytics
100+ SaaS metrics with customizable dashboards, ARR Bridge charts, and deep cohort analysis.
Active ARR & Clients
Track total active ARR and unique active clients per year with YoY change indicators.
Net Revenue Retention
NRR calculated from expansion and churn with YoY comparison and trend indicators.
Rule of 40 Score
Combined growth rate + EBITDA margin with industry benchmarking.
Burn Multiple & LTV/CAC
Unit economics tracking with CAC payback period and Magic Number calculations.
ARR Bridge Chart
Visual waterfall showing starting ARR through all movements to ending ARR.
Customizable Dashboard
Drag-and-drop widget reordering, visibility toggles, and size options.
CHURN & RETENTION ANALYSIS
Churn & Retention Analysis
Proactive churn management with early warning systems and win-back opportunity identification.
Churned Deals Tracking
Complete history of churned contracts with reasons, timing, and value impact.
At-Risk Alerts
Early warning system for contracts approaching end date without renewal.
Churn Trend Analysis
Monthly churn rate trends with cumulative ARR impact visualization.
Industry Patterns
Identify which industries or segments have highest/lowest retention rates.
Gross Retention Rate
Track logo retention and revenue retention separately with benchmarks.
Win-Back Opportunities
Identify churned clients with highest potential for re-engagement.
5-YEAR FINANCIAL MODEL
5-Year Financial Model
Founder/CFO Hub with sophisticated financial planning tools for strategic decision-making.
Scenario Planning
Create Conservative, Base, and Aggressive scenarios with side-by-side comparison.
Sensitivity Analysis
Tornado charts showing impact of growth rate, churn, headcount, and marketing changes.
Goal Seek
Reverse engineer assumptions needed to hit specific ARR, profitability, or runway targets.
AI-Generated Model
Claude AI generates a complete financial model with Revenue, P&L, Unit Economics, Headcount, Cash Flow, and Scenario projections.
Unit Economics & Benchmarks
CAC, LTV, payback period, and Magic Number with automatic benchmark ratings against industry standards.
Formula-Driven Excel Export
Professional 8-sheet workbook where every cell is a live formula — change any assumption and the entire model recalculates automatically.
BOARD & EXECUTIVE REPORTS
Board & Executive Reports
Generate investor-grade board reports with dual AI narratives, shareholder portal, and net burn tracking.
Dual AI Narratives
Toggle between balanced shareholder-facing executive summary and direct internal management briefing with McKinsey-style strategic insights.
Revenue Breakdown
MRR by industry, country, product with growth comparisons and concentration analysis.
Sales Performance
Team attainment, individual quotas, pipeline value, and win rate analytics.
Cash Flow & Runway
Unified cash flow with net burn tracking, runway calculation, break-even detection, and monthly inflow/outflow breakdowns.
Customer Success
Renewal rates, at-risk clients, NPS indicators, and portfolio health scores.
One-Click Export
Professional PDF and Excel exports with Board or Internal identifier in file names.
GROUP COMPANIES & VC PORTFOLIO
Group Companies & VC Portfolio
Consolidate metrics across subsidiaries, group companies, or VC portfolio organisations from one dashboard.
Consolidated Group Dashboard
View combined ARR, TCV, MRR, churn rates, and deal counts across all member organisations in real time.
Observer Access
Invite external stakeholders as read-only observers to monitor portfolio company metrics without full platform access.
Group Join Invitations
Invite portfolio companies by email — accepted invitations auto-add the organisation and grant observer access.
Real-Time Metric Feeds
Portfolio companies share live SaaS metrics directly — no more chasing spreadsheets every quarter.
Multi-Org Groups
Create multiple groups to organise subsidiaries, regional entities, or fund-specific portfolios.
Tenant-Isolated Access
Group admins can only add organisations they belong to or observe — preserving multi-tenant data isolation.
INTEGRATIONS & SECURITY
Integrations & Security
Connect your existing tools and protect your data with enterprise-grade security.
CRM Sync
HubSpot and Freshsales integration with bidirectional deal sync and fuzzy matching.
Accounting Sync
Xero and QuickBooks integration with invoice sync and reconciliation.
Stripe Sync
Connect your Stripe account to auto-import subscriptions and invoices as deals.
Automated Alerts
Weekly performance reports, expiring contract notifications, and forecast reminders.
Enterprise Security
HTTP security headers, rate limiting, CSRF protection, and multi-tenant data isolation.
Mobile Ready
Fully responsive design with PWA capabilities for on-the-go access.
See How DealARR Compares
Side-by-side breakdowns against the tools revenue teams most often evaluate.
Ready to Streamline Your Revenue Operations?
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