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Finance

For FP&A teams working on revenue analysis, budgeting, and financial reporting.

Try These First​

Open the agent and ask:

Break down MRR by new, expansion, contraction, and churn
Show me budget vs actual spend by department
What's our ARR by month with YoY comparison?

Key Tables​

TableWhat's in it
revenueMRR movements by type and month
budgetsBudget vs actuals by department
accountsCustomer ARR and billing status
invoicesInvoice history and payment status
opportunitiesBookings and pipeline

Common Workflows​

MRR analysis​

Ask the agent:

  • "Show me net new MRR by month for the last year"
  • "What's our MRR churn rate by segment?"
  • "Break down expansion revenue by account tier"

Budget vs actuals​

Track spending against plan:

Show me YTD budget vs actual by department with variance %
Which cost categories are over budget?

Revenue recognition​

Analyze bookings and revenue:

Show me bookings vs recognized revenue by quarter
What's our average contract length by segment?

Defining Finance Metrics​

Save your key metrics to the semantic layer:

measures:
  - name: mrr
    type: sum
    sql: mrr
    description: "Monthly recurring revenue"

  - name: arr
    type: sum
    sql: "mrr * 12"
    description: "Annual recurring revenue"

  - name: net_new_mrr
    type: sum
    sql: mrr
    filters:
      - sql: "type IN ('new', 'expansion', 'reactivation')"
    description: "New + Expansion + Reactivation MRR"

  - name: churned_mrr
    type: sum
    sql: "ABS(mrr)"
    filters:
      - sql: "type = 'churn'"
    description: "MRR lost to churn"

  - name: net_mrr_change
    type: number
    sql: "SUM(CASE WHEN type IN ('new', 'expansion', 'reactivation') THEN mrr ELSE 0 END) - SUM(CASE WHEN type IN ('churn', 'contraction') THEN ABS(mrr) ELSE 0 END)"
    description: "Net MRR movement"

  - name: budget_variance
    type: number
    sql: "actual_amount - budget_amount"
    description: "Actual minus budgeted amount"

  - name: budget_variance_pct
    type: number
    sql: "(actual_amount - budget_amount) / NULLIF(budget_amount, 0) * 100"
    description: "Variance as % of budget"

Next Steps​