Stop waiting for nightly Salesforce refreshes. Get real-time ARR tracking, deal alerts, and automated renewal workflows.
What RevOps & Finance teams face
Stale revenue reports, manual forecast updates, missed renewals, and cross-team misalignment on revenue numbers.
Stale Revenue Dashboards
ARR dashboard refreshes nightly. Sales closes 3 deals today, Finance still sees yesterday numbers. Board meeting tomorrow—scramble to get current ARR.
Manual Forecast Updates
RevOps exports Salesforce weekly, updates an Excel forecast model, emails Finance. When this process breaks (for example, someone is on vacation), board meetings end up using stale numbers.
Missed Renewals
Contract renews in 30 days. No alert fired, CS team unaware. Customer churns, Finance discovers it only when the invoice fails.
Metric Definition Conflicts
Sales tracks a booked ARR number, Finance tracks a recognized ARR number, and CS tracks an at-risk ARR number. Three different numbers—board meeting debates which is correct.
Deal Desk Bottlenecks
Non-standard deal needs approval. RevOps emails VP Sales, waits for response. Deal stalls 48 hours—competitor closes customer while waiting.
No Churn Attribution
Customer churns. Was it product issue, pricing, support quality? No unified data—guessing why customers leave. Cannot fix root cause.
How Fastero Transforms Your Workflow
Event-driven revenue workflows replace manual exports and email-based processes.
❌ Before (Manual)
Export Salesforce weekly
Update Excel ARR model manually
Email Finance (4 hours/week)
✅ After (Event-Driven)
Deal closes → ARR auto-recalculates
Finance dashboard updates in seconds
Zero manual exports
❌ Before (Manual)
RevOps exports Salesforce on Friday, updates Excel ARR model (3 hours). Emails Finance. Finance updates board deck. If export fails, manual troubleshooting—4+ hours wasted.
✅ After (With Fastero)
Deal closes in Salesforce → CDC detects stage change → Fastero recalculates ARR (SQL query) → Finance dashboard updates in 10 seconds. Zero manual exports, always current.
❌ Before (Manual)
Contract renews in 60 days. RevOps manually checks renewal report weekly, emails CS team with list. CS team manually prioritizes (no risk score)—high-value customers sometimes missed.
✅ After (With Fastero)
Fastero monitors renewal dates (SQL: renewal_date - CURRENT_DATE < 60). When threshold crossed, calculates churn risk (usage trend, support tickets). Posts Slack alert to CSM with context—proactive intervention.
❌ Before (Manual)
Non-standard deal (30% discount, 6-month payment terms). AE emails RevOps, RevOps emails VP Sales for approval. Email chain takes 2 days—deal stalls.
✅ After (With Fastero)
AE submits deal in Fastero (discount, terms). Workflow checks approval rules (if discount > 20%, require VP approval). Posts Slack message to VP with deal context. VP clicks approve—deal approved in 30 minutes.
Features Built for RevOps & Finance
Real-time ARR, auto-alerts, workflow automation, and trusted metrics—no manual spreadsheet updates.
Real-Time ARR Dashboard
ARR calculated via SQL (SUM(contract_value * term_months / 12)). Dashboard updates when deals close—no nightly batch jobs. Finance always sees current ARR.
Renewal Alerts
Auto-alert 60/30/7 days before renewal. Include churn risk score (usage trend, support tickets, NPS) so CSMs can focus on the riskiest accounts first.
Event-Driven Workflows
Deal closes → recalculate ARR, update forecast, provision account, send welcome email. Full workflow executes automatically—zero manual handoffs between teams.
Semantic Layer for Metrics
Define ARR, net_new_ARR, and churn_rate once in the Data Catalog. Sales, Finance, and CS query the same definitions instead of maintaining their own versions.
Reverse ETL to CRM
Push calculated metrics to Salesforce custom fields (churn_risk_score, product_adoption_score). Sales/CS see risk scores in CRM—no context switching.
Audit Trail
Every ARR calculation logged (query, timestamp, result). Finance audits ARR lineage for board deck. Compliance team reviews who changed what—SOC 2 ready.
What changes with Fastero for your team
ARR can update shortly after deals close instead of only after nightly jobs.
Weekly Salesforce exports and spreadsheet updates are replaced by automated flows.
Renewal risks are flagged earlier so teams can act before churn shows up in billing.
A shared semantic layer reduces arguments about whose revenue number is correct.
Integrates with Your Stack
Connect to CRMs, data warehouses, and communication tools you already use.
Salesforce
CDC on deals, push risk scores back
HubSpot
Sync contacts, track campaign attribution
Tableau
Connect to semantic layer for metrics
Slack
Alerts for deals, renewals, approvals
A Day in the Life with Fastero
Check ARR dashboard for board meeting
Dashboard shows up-to-date ARR, including deals that closed overnight. Export a PDF for the board deck with current numbers instead of rerunning exports at the last minute.
Deal closes (Salesforce stage → Closed Won)
CDC detects stage change. Workflow runs: recalculate ARR, update forecast model, provision account, post Slack alert to CS. Customer onboarded within 1 hour—no manual handoffs.
Finance asks for net new ARR this quarter
Query the semantic layer metric net_new_ARR (defined once by RevOps). Finance gets an answer in seconds, without back-and-forth about the definition.
Renewal alert fires (contract renews in 30 days)
Slack alert to CSM with renewal date, usage trend, support ticket count, and contract value. CSM can immediately book a QBR with the right context.
AE requests approval for 25% discount
AE submits deal in Fastero. Workflow checks rules (discount > 20% → VP approval). Posts Slack to VP Sales with deal context. VP clicks approve in Slack—deal unblocked in 15 minutes.
Common Questions
How does real-time ARR calculation work?
CDC monitors Salesforce opportunities table. When stage changes to Closed Won, trigger fires. SQL query recalculates ARR: SUM(contract_value * (term_months / 12)). Dashboard updates in 5-10 seconds.
Can I customize renewal alert logic?
Yes—renewal alert is SQL query you control. Default: renewal_date - CURRENT_DATE < 60. Add churn risk score (usage trend, support tickets, NPS). Customize thresholds (alert at 90/60/30/7 days).
What CRMs do you support?
Salesforce (native CDC), HubSpot (via API), or warehouse replica (if CRM data synced to warehouse via Fivetran/Airbyte). Reverse ETL pushes metrics back to CRM custom fields.
How do you prevent metric definition drift?
Define metrics in the Data Catalog (semantic layer). ARR is expressed as a SQL query plus a business description. Sales, Finance, and CS all query the same metric definition, so everyone sees the same number and updates happen in one place.
Can you automate deal desk approvals?
Yes—workflow checks approval rules (for example, if discount is above a threshold, require VP approval). It posts a Slack message to the approver with deal context (discount percentage, ARR, competitor intel). The approver can approve from Slack, and the deal is unblocked.
How is this different from Salesforce Einstein Analytics?
Einstein: Salesforce data only, nightly refresh, proprietary BI tool. Fastero: CRM + product + support data, real-time CDC, SQL you control. Einstein good for Salesforce-only analysis, Fastero better for cross-system revenue workflows.
Ready to trust your revenue numbers?
Real-time ARR. Auto-renewal alerts. Workflow automation. Stop manual exports and stale dashboards—start free today.