Real-Time Revenue Monitoring
Keep GTM teams aligned with live ARR tracking, deal alerts, and renewal workflows. Stop relying on stale Salesforce reports.
The Revenue Blind Spot Problem
Finance, Sales, and CS teams operate on different numbers because revenue data is stale, siloed, and manually updated.
Stale Dashboards
Revenue reports refresh nightly. Sales closed 3 deals today, but Finance dashboard still shows yesterday ARR—deal desk waits hours for approvals.
Manual Forecasting
RevOps exports Salesforce weekly, updates spreadsheet formulas, emails Finance. Process breaks when someone on vacation—board meeting scramble.
Renewal Gaps
CS team misses renewal deadline because no alert fired. Customer churned, Finance discovers 30 days later when invoice fails. $50K ARR lost.
How Fastero Solves It
Event-driven revenue workflows that react to CRM changes instantly. No batch jobs, no manual exports, no stale data.
CRM
Salesforce
HubSpot
CDC Triggers
Deal stage change
Renewal date approaching
Fastero Workflows
Calculate ARR
Score churn risk
Alert teams
Connect CRM with CDC
Fastero connects to Salesforce, HubSpot, or your warehouse replica. CDC (Change Data Capture) detects deal stage changes, renewal date updates, payment failures—no polling, instant detection.
Calculate ARR on Every Change
When deal closes, Fastero triggers SQL workflow: recalculate ARR, update forecast model, refresh Finance dashboard. All teams see new ARR within seconds—no overnight batch jobs.
Auto-Alert Teams
Renewal 60 days out? Fastero scores churn risk (usage trends, support tickets, NPS), posts Slack alert to CSM with context. Deal stuck in legal? Alert RevOps with deal age, ARR impact, competitor intel.
Trigger Downstream Workflows
Closed Won → provision account, send welcome email, create onboarding Jira. Payment failed → pause services, email AP contact, alert billing team. One event triggers entire workflow—fully automated.
What changes with Fastero
Revenue views refresh shortly after deals close instead of waiting for a nightly batch.
Replace recurring spreadsheet exports and email updates with automated workflows.
Flag renewal risks earlier so teams can act before churn shows up in billing.
Event-driven execution reduces the number of scheduled jobs you need to maintain.
Fastero vs. Traditional BI
See how event-driven revenue monitoring stacks up against scheduled reports and manual processes.
| What you need | How Fastero helps | Typical alternatives | What this means in practice |
|---|---|---|---|
| Data Freshness | Real-time (CDC triggers) | Nightly batch jobs (12+ hour lag) | Instant ARR updates when deals close. No waiting for overnight refresh. |
| Renewal Alerts | Auto-alert 60/30/7 days out with risk score | Manual calendar reminders | Churn risk calculated from product usage, support tickets. Proactive intervention. |
| Forecast Updates | Auto-recalculate on deal stage change | Weekly manual spreadsheet updates | Always-current forecast. No broken formulas, no version conflicts. |
| Workflow Automation | Event-driven (closed deal → provision account) | Manual handoffs between teams | Removes many manual handoffs—deal closes and follow-up steps can happen automatically. |
| Cross-Team Alignment | Single source of truth (live ARR) | Each team has own spreadsheet | Finance, Sales, and CS see the same numbers, instead of arguing over whose report is correct. |
Real-World Scenarios
Deal Closed → Auto-Onboard Customer
Situation
AE closes $100K deal. Manually emails Ops to provision account, CS to assign owner, Finance to send invoice. Takes 3 days, customer frustrated.
Solution
Fastero detects Closed Won in Salesforce. Triggers workflow: provision account in prod, assign CSM based on segment, send welcome email, create Jira onboarding tickets, post Slack alert.
Outcome
Customer onboarded the same day with far fewer manual steps. AE focuses on the next deal instead of chasing handoffs.
Renewal Risk → Alert CSM Early
Situation
Customer usage drops 40% in last 30 days. Contract renews in 45 days. No alert fired, CSM unaware. Customer churns, $75K ARR lost.
Solution
Fastero monitors product usage (daily active users, feature adoption). When usage drops below threshold, calculates churn risk score. Alerts CSM on Slack with context: usage trends, support ticket count, contract value, renewal date.
Outcome
CSM intervenes about 6 weeks before renewal, books a QBR, identifies product gaps, and has a much better chance of saving the account.
Live ARR Dashboard for Board Meeting
Situation
Board meeting tomorrow. RevOps exports Salesforce, updates Excel ARR model, emails Finance. Export fails (API timeout), manual fix takes 4 hours. CFO presents stale numbers.
Solution
Fastero maintains live ARR calculation in warehouse. Every deal change triggers recalculation. Finance dashboard always shows current ARR—no manual exports, no broken Excel formulas.
Outcome
CFO walks into the board meeting with real-time ARR instead of scrambling to refresh the latest export.
Fastero Features That Power This
Trigger Engine
CDC on Salesforce tables. Detects deal stage changes, renewal date updates, payment failures in real-time—no polling.
Learn moreWorkflow Orchestrator
Chain SQL queries, notebooks, webhooks into multi-step workflows. Conditional logic (if deal > $50K, alert VP Sales).
Learn moreLive Dashboards
Embed Streamlit apps with event-driven updates. ARR dashboard refreshes when deals close—no manual reload.
Learn moreAudit Trail
Every workflow execution logged. Finance audits ARR calculation lineage, Security reviews who changed what—SOC 2 ready.
Learn moreAI-Powered Insights
NL2SQL for ad-hoc analysis, churn risk scoring, contract analysis, and anomaly detection, all driven by SQL and natural language.
Learn moreReverse ETL
Push calculated metrics back to Salesforce. Churn risk score → custom field. CSM sees risk score in CRM, no context switching.
Learn moreCommon Questions
How does real-time ARR calculation work?
Fastero connects to your Salesforce replica (via Fivetran, Airbyte, or native CDC). When deal stage changes, CDC trigger fires. Fastero runs SQL workflow: fetch new deal data, recalculate ARR (weighted by contract term, discounts), update Finance dashboard. Total latency: <5 seconds.
Can I customize churn risk scoring logic?
Yes—churn risk is calculated via SQL query you control. Default model: usage trend (last 30d vs. prior 30d), support ticket count, NPS score, contract value. You can add custom signals (feature adoption, API usage, login frequency) or integrate ML models.
What CRMs do you support?
Salesforce and HubSpot via CDC (Fivetran, Airbyte connectors). Also supports warehouse replicas (Snowflake, BigQuery, Databricks)—if your CRM data is in warehouse, Fastero triggers on it.
How do alerts work?
Fastero sends alerts via Slack, email, or webhooks. Configure alert rules in the UI (for example, for high churn risk accounts and approaching renewal dates). Alerts include context such as usage trends, contract details, and renewal date.
Can I trigger workflows from Fastero back to Salesforce?
Yes—Reverse ETL pushes calculated metrics to Salesforce custom fields. Churn risk score, product adoption score, contract health—all visible in CRM. CSMs see risk scores without leaving Salesforce.
How is this different from Salesforce Einstein?
Einstein works only on Salesforce data. Fastero combines CRM + product usage + support tickets + billing—full customer 360. Einstein is black-box AI. Fastero workflows are SQL you control and audit.
Ready to trust your revenue numbers?
Stop relying on stale dashboards and manual exports. Get real-time ARR tracking, proactive churn alerts, and automated renewal workflows—start free today.