How This Workflow Works
This workflow enables users to upload contract data and automatically calculates recurring monthly values for each contract. It then computes ARR using several approaches and presents the results through interactive visualizations, allowing users to explore trends and compare periods.
Key Features:
- Calculate recurring monthly values from contract terms and values
- Compute ARR using multiple aggregation methods (by month, by year, for selected months)
- Visualize ARR trends and comparisons with interactive line plots
- Enable user-driven exploration through a simple web interface
Step-by-step:
1. Calculate Monthly Recurring Values:
The workflow takes uploaded contract data and determines the recurring value for each contract in every relevant month, based on contract start and end dates and contract value. This step ensures that each contract's contribution is accurately distributed across its active period.
2. Aggregate and Compute ARR:
The recurring values are aggregated to calculate total ARR. The workflow supports several aggregation methods: summing ARR for each month, comparing ARR across years, and isolating ARR for a user-selected month. This flexibility allows users to analyze ARR from different perspectives.
3. Visualize and Share Insights:
The calculated ARR figures are presented through interactive line plots and summary tiles. Users can view overall ARR trends over time, compare ARR between years, and examine ARR for specific months, making it easier to interpret results and communicate findings.