Writing
Notes on revenue analytics, forecasting, and the places where finance and data modeling meet.
- ARR from the ground up
A ground-up definition of annual recurring revenue—what counts as recurring, why your business is valued on it, and how ARR is built from raw transactions.
- The level you aggregate at decides the answer
The same data can tell opposite stories depending on the grain you roll it up to. In SaaS, choosing that grain isn't a detail—it's the analysis.