The Importance of Flexibility

The Importance of Flexibility

If you’re looking to be a data-driven organization and the ability to change report structures is a pain in the rear end 🤬 , you’re doing you and your team a big disservice.

And if you’re regularly providing reports to a Board, that disservice can morph into a huge revenue-draining pain point.

Because there’s no defined set of reports that every single board asks for. While the reports may have similar names (e.g., revenue by accounts), the specifics are different between organizations.

Also, Boards tend to refine their requests as data becomes available, leading to an iteration process where changes are requested for subsequent meetings, which adds "pain" to the RevOps team if the system is not flexible.

Let’s say you need to create new account segmentations.

If you’re using a disconnected system, the account segmentation is in Salesforce, then requiring the user to export the new segments with account IDs, import them into the other system, and then create the report there.

This problem is compounded by processes like customer tiering, which often changes annually (e.g., ABM based on top 20% customers), requiring data export and re-import into the other systems every fiscal year (or even more frequently).

Lots of room for error, wasted time, incorrect mapping and other factors that lead to a distrust of the data and therefore more scrutiny and more wasted time.

In contrast for ARRow users, this can be done by simply ensuring the new field (or combination of fields) representing the new segment is pulled in the report, and voila, the data is presented exactly how you / your board need it.

The real value for us isn’t just calculating ARR consistently but saving the RevOps team significant time by eliminating the need to produce the same or slightly different reports every month.

Pro tip: If you really want to impress your Board and trust your revenue data, use a flexible report that could even be manipulated during the board meeting.

Showing live data in Salesforce during a board meeting increases the "trust factor" and demonstrates confidence in the internal systems!

Pro pro tip: If you really want to trust your revenue data, we should talk 😉