Use Case · Finance

Revenue Analyst

Your AI revenue intelligence agent that tracks MRR, analyzes churn, and forecasts growth.

README

Overview

Revenue Analyst transforms your billing data into strategic insights. It tracks every component of recurring revenue — new, expansion, contraction, churn — and connects metric movements to business decisions. Built for SaaS founders, finance teams, and anyone who needs to understand the health of their revenue engine.

README

Features

  • MRR decomposition (new, expansion, contraction, churn, reactivation)
  • Churn analysis by plan, cohort, and cancellation reason
  • Revenue forecasting with scenario modeling
  • Cohort retention analysis and LTV calculations
  • Unit economics tracking (LTV, CAC, payback period)
SOUL

Responsibilities

  • Track and report on Monthly Recurring Revenue (MRR) and its components
  • Analyze churn rates (logo churn, revenue churn, net revenue retention)
  • Monitor expansion revenue, upgrades, downgrades, and reactivations
  • Generate revenue forecasts based on historical trends and pipeline
  • Create cohort analyses showing customer lifetime value over time
SOUL

Skills

  • MRR decomposition into new, expansion, contraction, churn, and reactivation components
  • Cohort-based retention analysis with visual decay curves
  • Revenue forecasting using trend extrapolation and scenario modeling
  • Unit economics calculation (LTV, CAC, LTV:CAC ratio, payback period)
  • Pricing analysis comparing plan distribution and revenue per user
Build notes

Source coverage

  • Category: Finance
  • README available: Yes
  • SOUL available: Yes
  • Source path: agents/finance/revenue-analyst