SaaS
Bring Visibility to Revenue, Retention, and Growth—with Unified SaaS Planning
Prolytics partners with SaaS companies to modernize financial, revenue, and operational planning—empowering finance and GTM teams to make faster, data-backed decisions across ARR, churn, and customer acquisition.
Your Challenges, Solved
We understand the recurring revenue model—and the metrics that matter.
- Manual, error-prone revenue forecasting slows decision-making
- ARR, MRR, churn, and expansion aren't modeled in one place
- It’s hard to connect pipeline and bookings to revenue recognition
- GTM, customer success, and finance teams lack shared visibility
- Leadership needs real-time SaaS metrics to plan confidently
How Prolytics Helps
Whether you’re scaling your first finance team or managing enterprise-level complexity, Prolytics builds SaaS planning frameworks that grow with you.
- Forecast ARR, churn, expansion, and bookings in one model
- Link pipeline, customer retention, and headcount to revenue plans
- Create scenario models for pricing, renewals, and cash runway
- Model revenue recognition schedules and waterfall views
- Connect CRM, ERP, and billing data for a unified source of truth
Our team brings real-world experience in SaaS finance, FP&A, and GTM alignment.
Key Features & Capabilities
Capability
Revenue waterfall modeling
Churn and expansion analysis
Pipeline-to-revenue planning
Scenario & runway modeling
Dashboards for SaaS metrics
What It Means for You
Forecast ARR and revenue recognition with precision
Understand the full impact of retention and upsell
Align bookings with delivery and finance timelines
Stay agile in high-growth, investor-focused environments
Share MRR, LTV, CAC, and retention KPIs in real time
Visualize and Forecast Recurring Revenue with Confidence
Our SaaS-specific revenue waterfall template helps you model bookings, ARR, churn, and renewals—so you can predict revenue with clarity and adjust quickly when growth levers shift.
Key Features:
- Break down ARR into new, churned, and expansion revenue
- Model revenue recognition schedules with billing rules
- Align pipeline, sales, and customer success inputs
- Scenario planning for churn, ramp, and pricing changes
SaaS Success Story
Case Study: Accelerating Time-to-Insight for D-Wave
D-Wave, a quantum computing SaaS company, needed faster access to critical business data to support strategic decisions. Prolytics implemented a connected planning solution that streamlined reporting and budgeting—cutting monthly close timelines in half and aligning leadership on key financial metrics.
“Prolytics was instrumental in helping us see our revenue data in a more strategic, real-time way. It’s made our planning conversations faster and sharper.”
— VP Finance, D-Wave
Planning Use Cases We Support in SaaS
- ARR & MRR Forecasting
- Revenue Waterfall Modeling
- Churn & Retention Analysis
- Pipeline-to-Revenue Planning
- SaaS Metrics Dashboards (LTV, CAC, NRR, etc.)
- Customer Success & Expansion Planning
- Scenario Planning for Fundraising or Headcount
- Budgeting for GTM and Product Teams
Insights for SaaS Finance Leaders
How to Align Sales, CS, and Finance Around ARR Growth
Webinar: Building a Modern Revenue Model for Subscription Businesses
Ready to bring clarity to your SaaS revenue and retention planning?
Let’s map out the planning model that grows with your ARR goals.
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