Challenge
Leadership couldn't confidently answer basic questions about which products were growing, which segments had retention issues, and where geographic concentration risk lived because the underlying data was unreconciled and not auditable. Each board cycle required re-deriving the same numbers from scratch.
Solution
Cord delivered a re-imagined operating data layer:
- Customer ontology
- A single linked model of customers, contracts, products, segments, geographies, and opportunities, with every record traceable to the underlying source document.
- Reconciled revenue
- ARR, NRR, GRR, and ACV roll-ups tied to contract-level truth, not CRM estimates or spreadsheet snapshots.
- Product and segment economics
- Margin and growth analyzed by product line and segment, with attribution to specific contract events.
- Pipeline-to-revenue linkage
- Opportunities linked end-to-end through closed contracts to recognized revenue, closing the loop between GTM and finance.
- Full audit trail
- Any metric in any report drills back to the contract, line item, or transaction it came from.