Sales & finance software · Implemented and maintained

Stop running your business
in spreadsheets.

Commissions, forecasting, and retention — three systems most growing businesses run in Excel until they break. We set them up, train your team, and keep them useful as your business changes. Pick one module or all three.

flow-wizard.app / dashboard · q4 2026 · demo Synced
Forecasted ARR
$4.21M
↑ +12% vs last week
Commissions · December
$142K
8 reps · 0 disputes
NRR
112%
↑ +4 pts YoY
Forecast

Q4 to plan · 81%

Acme Corp High
Globex Slipping
Initech Stalled
Gap to plan $1.0M
Commissions

December run

Top earner Jane S · $14.2K
Over quota 6 of 8 reps
Disputes 0 open
Plan changes 2 · live
Paid this month $142,460
Retention

ARR Waterfall · Dec

Beginning $4.00M
Churn -$120K
Contraction -$40K
Expansion +$370K
Ending $4.21M
Book a Free Audit See Modules & Pricing
◆ Three modules · Buy one or all three
Commissions → Forecasting & Pipeline → Retention Analytics →

Most operational software ends up half-used.

Most growing businesses are great at the buying. Less great at the running. Some of what we hear:

We can't defend our forecast.

"What's our number?" gets a different answer every week. The board call is coming. The spreadsheet is a black box.

Commissions eat a full day.

End-of-month commission runs are spreadsheet archaeology. Disputes are routine. Reps don't trust the math.

Our retention numbers don't add up.

Our CFO needs board-ready retention metrics. What we have is a billing export and three weeks of reconciliation.

Pipeline reviews are theater.

Managers walk into 1:1s unprepared. Risk signals get missed. The same deals slip every quarter.

We bought the software. Six months later, we were back in spreadsheets.

It's the most common story we hear. Software is necessary but not sufficient — someone has to keep it configured, trained on, and updated as the business changes. That's the part we do.

Sales Operations & Forecasting

A forecast your team can
actually defend.

We give your sales leadership a forecasting methodology, a structured pipeline review process, and a coaching workflow that actually gets used.

  • Multi-method forecasting: Weighted ensemble with confidence ranges — not a single fragile number.
  • Pipeline coaching workflow: Rep-by-rep 1:1 prep with session history and carry-over actions.
  • Transparent risk scoring: Configurable rules your team can explain — no black-box AI.
Monthly strategy syncs with your sales leadership. Your team runs the cadence; we bring the methodology.
Forecasting and pipeline coaching dashboard
Commission Automation

Stop the Friday afternoon spreadsheet.

We digitize your comp plans, automate calculations, and give every rep up-to-date visibility into what they've earned. Disputes drop. Trust goes up. Payroll stops dreading commission day.

Implemented in under 30 days. Updated when your comp plans change.
Commission tracking and rep earnings view
Finance & Retention Analytics

Board metrics without
three weeks of prep.

ARR waterfall, NRR, GRR, logo retention, cohort analysis — pulled from your billing system or CRM, reconciled monthly, ready for every board meeting. The numbers you'd build in a spreadsheet, generated in minutes.

  • ARR retention waterfall: Beginning → churn → contraction → expansion → ending. Automated.
  • Cohort retention curves: Track how each signup cohort actually retains over time.
  • At-risk customer signals: Surface accounts likely to churn before the renewal call — not after.
Reconciled monthly from your billing data or CRM. Reviewed quarterly with your finance leader.
ARR waterfall and retention analytics dashboard
Revenue Is Not An Accident · It's Architecture

A real engagement.
Not a software trial.

We don't drop a login in your inbox and wish you luck. Every engagement follows the same three-phase structure: Audit, Build, Maintain. Scope adjusts to the modules you bring on; the cadence stays the same.

01
Weeks 1–2

The Audit

A deep diagnostic of the systems in scope — and a written action plan ranked by revenue impact.

  • 90-minute deep-dive with your relevant leaders (sales, finance, or both)
  • Review of the systems in scope (CRM, billing, current processes)
  • Written diagnostic of broken processes, ranked by revenue impact
  • Executive readout with prioritized action plan
02
Weeks 3–6

The Build

We do the implementation work across your selected modules — data harmonization, system configuration, and team training. Your team stays focused on selling.

  • Data audit and field standardization
  • Module configuration (comp plans, forecast methodology, or retention waterfall — depending on scope)
  • Integration with your CRM and billing system
03
Ongoing

Managed Growth

A regular cadence that keeps your systems tuned as your business changes — with a real strategist, not a chatbot.

  • Strategy sync with your relevant leader (sales, finance, or both)
  • Platform updates as your plans, stages, and metrics change
  • Quarterly review tied to the modules in scope
Engagement & Pricing

Software embedded with service.

A one-time architecture build to get your engine running. A monthly partnership to keep it that way.

Phase 01 · The Architecture Build

One-Time Setup: Starting at $1,000

A 4–6 week build, scoped to your modules. Includes data audit and system configuration. Single-module engagements run shorter; full-suite builds run longer.

Phase 02 · Monthly Operation

Three tiers — from a single fire to the full operational picture. Pick the scope and cadence that match your stage.

Starter

Starting at $300/mo

For: one specific pain. Smaller team or simpler scope.

  • One module (your choice)
  • Continuous updates as plans change
  • Quarterly check-in with a strategist
  • Email support
  • Setup included in build phase
Get Started
Most Popular

Standard

$1,200/mo

For: one mission-critical system. Or a more complex scope.

Everything in Starter, plus:
  • Monthly 60-min strategy sync
  • 2 hours of strategist time per month
  • Quarterly architecture review
  • Priority on plan-change updates
Book Your Audit

Full Suite

$3,000/mo

For: the full operational picture — sales, comp, and retention.

Everything in Standard, plus:
  • All three modules included
  • Dedicated strategist
  • 6 hours of strategist time per month
  • Quarterly board prep + custom BI reporting
  • Same-day Slack support
Talk to an Expert
Need two modules but not all three? We'll quote a custom mid-tier between Standard and Full Suite. Talk to us about a two-module bundle →
Works with
Salesforce HubSpot Stripe Chargebee QuickBooks