ARR Snowball Board Reporting · Built for B2B SaaS

Your ARR Snowball Report.
Automated. Board-Ready.

Pacer AI transforms your Revenue data — CRM, billing, and reported — into due diligence-grade ARR Snowball reports, automatically. From raw data to board quality in days, not months.

A Data Team in a box that transforms raw data to AI-ready data in Excel to work with Claude, GPT, Copilot.

🏦 Investor Grade
🛡️ Defensible
⚙️ Operational
📐
Over $2B ARR Analyzed
Pacer AI — MRR Waterfall + AI Chat · Live Product ● Beta
Pacer AI dashboard showing MRR waterfall analysis alongside the AI chat agent
Trusted by Revenue teams at leading companies
Brandwatch Fortis Life Science Platinum Equity Semrush Summit Partners
Why ARR Snowballs Fail In-House

Your data team is smart.
They’ve just never built an investor-grade ARR Snowball before.

  • Time — 6+ months just to build the data cube

    Source decisions, level of granularity, period reporting, static vs. streaming — each decision compounds the timeline before a single waterfall row is written.

  • 👥
    Team Size — 6+ members, including rare ARR expertise

    You need a Financial Analyst, Data Engineer, Analytics Engineer, and at least one person with deep ARR modelling experience. That combination is hard to staff and expensive to retain.

  • 📋
    Output — a table is not a board report

    Displaying numbers is one thing. Addressing ARR drivers by cohort and translating them into business implications for a board or acquirer is an entirely different skill set.

  • 🤝
    Non-Operational — insights never impact sales

    Financial and data-mining insights sit in dashboards. They rarely reach the sales floor in a form reps can act on — territory planning, renewal risk, upsell prioritization.

  • 🎯
    Deep Expertise — hierarchy, architecture, presentation

    An expert is needed to guide decisions on data hierarchy, bridge definitions, presentation methods, operational requirements, and technical architecture. Most teams are making these calls without one.

  • 🔭
    New lens — a new way of seeing your business, with no guide

    ARR Snowball analysis changes how leadership understands the business. But without someone to lead that transformation, the insights never land — and the investment in the model goes unrealized.

“ARR Snowballs are hard and directly impact valuation.
Don’t make them an ‘Also, can you’ task for your data team.”

  • Over 40 customer data cubes built from raw CRM & billing data
  • ARR defended in live M&A due diligence processes
  • Big 4 Financial Due Diligence background (PwC TMT)
  • Purpose-built for $50M – $1B ARR SaaS companies
  • Microsoft Fabric · Power BI · Copilot in Excel stack

Rely on an expert who has built the model, defended the numbers, and operationalized the insights for revenue teams — not just drawn the chart.

Schedule an ARR Audit →
Solutions

Pacer AI Accelerate:
ARR Growth. Revenue Operations. ARR Reporting.

Nine use cases. One platform. Built on the same institutional frameworks used in Big 4 Financial Due Diligence.

“I wish I had this level of insight years ago.”

B2B SaaS CFO  ·  $100M ARR
01
⭐ Flagship

ARR Snowball Board Reporting

Automate your entire Monthly Business Review and board deck. Pacer AI ingests CRM and billing data, runs it through Microsoft Fabric, and delivers a complete ARR waterfall model — new business, upsell, cross-sell, churn, contraction — with board-quality Power BI visuals. No spreadsheets. No manual reconciliation.

+ New ARR + Upsell + Cross-sell − Churn − Contraction NRR & GRR Board Deck Ready
Explore ARR Snowball →
02
ARR Growth

Customer Data Cube Development

Build a unified customer analytics layer across CRM, billing, and product usage. The data foundation every other use case runs on — dimensionally modeled, ARR-reconciled, and AI-ready for Excel, Copilot, and Claude.

Learn More →
03
Revenue Operations

Whitespace Visibility

Identify upsell and cross-sell opportunities hiding in your customer base. Segment by cohort, product attach rate, ARR tier, and industry to surface the highest-probability expansion targets your reps should be working today.

Learn More →
04
ARR Reporting

Bottoms-Up Forecasting

Build a revenue forecast from the account level up — not top-down assumptions. Combine renewal probability, expansion signals, and pipeline data into a single ARR-grounded model that finance and sales can align on.

Learn More →
05
Exit Readiness

Exit Readiness Package

Automate the full investor diligence package — VDR population, Quality of Earnings exhibits, and Quality of Revenue analysis — built on Big 4 Financial Due Diligence frameworks. Ready when the process starts, not weeks after.

VDR QoE QoR M&A Readiness
Learn More →
How It Works

From raw data to board deck
in four steps

Pacer AI runs on Microsoft’s enterprise data stack — Fabric, Power BI, and Copilot — so your data never leaves your control.

01

Ingest

Connect your CRM (Salesforce, HubSpot) and billing systems (Stripe, Zuora, Chargebee). Pacer AI normalizes your revenue data automatically.

02
🔧

Transform

Microsoft Fabric pipelines clean, reconcile, and structure your ARR data into a dimensionally-modeled revenue warehouse.

03
📊

Analyze

Power BI dashboards and Excel-embedded Copilot let your team slice ARR by segment, cohort, rep, and channel in real time.

04
📋

Present

One-click board report generation. Pacer AI assembles your ARR Snowball narrative with visuals, commentary, and variance analysis.

Platform

Built on the enterprise stack
your team already trusts

🏗️

Microsoft Fabric Data Platform

End-to-end data engineering on Microsoft’s unified analytics platform. From raw CRM events to curated revenue metrics.

  • Lakehouse architecture
  • Automated ETL pipelines
  • Delta Lake storage
  • Real-time data refresh
📈

Power BI Revenue Dashboards

Board-ready ARR Snowball visuals, waterfall charts, and cohort analyses embedded directly in your reporting workflow.

  • ARR waterfall templates
  • NRR & GRR scorecards
  • Cohort retention heatmaps
  • Embedded in Teams & SharePoint
🤖

AI Agents & Copilot in Excel

Conversational revenue intelligence. Ask your ARR data questions in plain English via Claude and Microsoft Copilot in Excel.

  • Natural language queries
  • Variance explanation AI
  • Forecast scenario modeling
  • Auto-generated commentary
“Our board used to get a 40-page slide deck assembled over three weekends. Now Pacer AI produces the ARR Snowball in an afternoon — and the commentary actually explains the variances.”
CFO, Series C B2B SaaS Company · $85M ARR
Get Started

Your next board meeting
starts here

See how Pacer AI transforms your revenue data into a board-ready ARR Snowball report. Live demo with your actual metrics.