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Revenue Intelligence

Need to report ARR/MRR with confidence to your investors? Want a clear view into the future health of the business? Discern couples deep subscription expertise with flexible technology that supports any subscription scenario. The result: Investor-Grade Truth™ for your most critical revenue metrics — with 100% confidence in current and future ARR.

Revenue Intelligence Dashboard

The Revenue Intelligence Partner to Global Finance & RevOps Teams

Key Benefits

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Accurate Revenue Metrics

Get 100% precise ARR/MRR, NRR, and GRR calculations, even for the most complex subscription models.

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Forward-Looking Visibility

View upcoming subscriptions and expirations and their impact on your ARR/MRR — so you’re never surprised at quarter-end.

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Enhanced Investor Confidence

Provide stakeholders with reliable, consistent financial data built on explicit, auditable logic that holds up under scrutiny.

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Time-Saving Automation

Eliminate manual calculations and reduce errors to focus on high-value strategic work instead of spreadsheet reconciliation.

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Unified Operational & Financial Data

Consolidate and reconcile data from CRM and billing systems and report from a single, consistent source.

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Product Analysis

Analyze product-level GRR/NRR. Identify cross-sell white space through customer profile penetration analysis.

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Deferred Revenue Waterfall

Keep deferred revenue accurate and audit-ready with ERP sync and clear subscription-level traceability.

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1-Click Customer Cube

Visibility into customer cohort/vintage retention rates, ICP or segment growth and margin, and product engagement.

Solution Highlights

ARR/MRR Account Detail View

ARR/MRR Calculations

100% Precise Revenue Metrics

Calculate ARR/MRR by account and rolled up to the company. Understand what’s contributing to the change between any two points in time and access full history for each account or parent account.

ARR Expirations and Renewals Cycle

Expirations & Renewals

Never Miss a Renewal

Identify accounts with upcoming expirations and measure how much ARR is at risk. Track the status of every renewal and expansion opportunity to understand NRR performance in real time.

ARR Bridge Details View

Cohort Analysis

Retention by Vintage

Understand which vintage-based cohorts of customers are seeing the best and worst retention across gross logo, gross dollar, and net dollar considerations.

Customer Cube Slice and Dice View

Automated Customer Cube

Investor-Ready Customer Views

Generate a clean, time-based view of customer revenue, retention, and margin by segment, product, and period. Use it for internal churn, upsell, and cohort analysis — or export investor-ready views in one click.

ARR Waterfall Projections

NRR Projections

Forward-Looking Confidence

Leverage historical conversion rates and renewals data to project future NRR based on high and low scenario ranges — giving the board forward-looking confidence, not just backward-looking reporting.

Every Subscription Scenario, Handled

No two subscription businesses are alike. Discern handles the complexity that breaks other platforms — with configurable treatment options for every scenario your finance team encounters.

Late Renewals

  • Exclude from ARR immediately
  • Include in ARR until opportunity is lost
  • Set a configurable grace period

Customer Win-Backs

  • Treat as new logo customers
  • Set a time period for win-back classification

Free Periods

  • Count as ARR from contract start
  • Do not count as ARR during free period
  • Amortize contract value over full period

Usage-Based Pricing

  • Count as ARR from contract start
  • Do not count as ARR during free period
  • Amortize contract value over full period

Committed ARR

  • Track separately from live ARR
  • Include in a separate “CARR Cycle” analysis
  • Use contract start date for ARR recognition

FX Conversions

  • Constant currency method
  • Regular update method
  • Hybrid approach / Separate reporting
  • Exchange rate impact isolation

Revenue Intelligence AI Agents

Coming soon — production-ready AI agents built on top of Revenue Intelligence’s decision-ready data layer. Each agent inherits Discern’s data transformations, business logic, and metric definitions — ensuring Investor-Grade Truth™ in every output.

Expansion and Churn Signal Agent

Expansion & Churn Signal Agent

Which accounts are showing early signs of churn — and which are primed for expansion?

  • Monitors renewal timelines, usage trends, and engagement signals
  • Flags at-risk accounts with specific churn indicators
  • Identifies expansion-ready accounts based on product penetration and growth patterns
  • Delivers weekly risk/opportunity digest to CS and revenue leadership

OUTPUT: Account risk scorecard + expansion opportunity list

Customer Health Scoring Agent

Customer Health Scoring Agent

How healthy is each account — and what’s driving the score?

  • Aggregates revenue trends, product usage, support tickets, and engagement data
  • Calculates composite health scores with transparent factor weighting
  • Triggers alerts when scores drop below configurable thresholds
  • Provides recommended next actions for at-risk accounts

OUTPUT: Customer health dashboard + alert notifications

Revenue Lifecycle Agent

Revenue Lifecycle Agent

Where should the team focus to protect and grow revenue this quarter?

  • Analyzes the full customer lifecycle from new logo through renewal and expansion
  • Recommends prioritized actions: renewals to accelerate, upsells to pursue, saves to attempt
  • Projects NRR impact of recommended actions vs. status quo
  • Delivers structured weekly briefing to CS, Sales, and Finance leadership

OUTPUT: Prioritized action plan + NRR impact projections

Connects to All CRMs, ERPs, and Billing Systems

Discern connects to all major CRMs, ERPs, billing systems, and more — consolidating and reconciling data so your revenue metrics are always built on a single, consistent source of truth.

Case Study

The Challenge

After experiencing five acquisitions within a single year, ScalePad faced mounting complexity in managing customer subscription and transaction data across multiple systems. Without detailed upsell, cross-sell, contraction, and churn data by product or segment, it was difficult to access the information needed to pinpoint trends and make informed decisions.

Discern’s Solution

By unifying data in ScalePad’s multiple billing systems, standardizing data processes, and applying custom logic, Discern successfully automated ScalePad’s MRR/ARR calculation with visibility into underlying details.

Key Outcomes

  • Gain operational clarity through unified customer insights.
  • Significantly reduce internal data costs via streamlined data management.
  • Align cross-functional teams with a single source of KPI data.
  • Enhance decision-making with timely and reliable financial reports.
  • Nimbly adapt to complex subscription models and changing needs.
The beauty of Discern lies within its people. I think of Discern as a Bionic man: half system and half human. With the Discern team incorporating our unique requirements, we can avoid the heavy custom development work that other systems would require to get our numbers right.

Aaron Kennedy

VP of Operations, ScalePad

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See Revenue Intelligence in Action

Get 100% precise ARR/MRR, forward-looking visibility into renewals and NRR, and the Investor-Grade Truth™ your board demands — all from a single platform.