Dashboard Use Cases/Revenue & SalesCFO/Finance Director

I need a report showing all multi-year contracts — total value, annual breakdown, billing schedule, and remaining commitment — with alerts for any contract entering its final 6 months.

Tracks multi-year deal commitments and billing schedules to ensure timely renewal engagement and accurate revenue forecasting.

Metrics & KPIs

Total contract valueannual valueremaining commitmentmonths to expirymulti-year deal count

Required Data

Contract termsbilling schedulesannual valuesend dates

Data Sources

Billing/PaymentsCRMFinance System

Works with tools like

StripeChargebeeRecurlyPaddleZuoraSalesforceHubSpotPipedriveCloseCopperNetSuiteQuickBooksXeroSageFreshBooks

How Bruin builds this

Bruin

Bruin AI Dashboards

I need a report showing all multi-year contracts — total value, annual breakdown, billing schedule, and remaining commitment — with alerts for any contract entering its final 6 months.

Bruin connects to your Billing/Payments, CRM, Finance System and builds the dashboard automatically.

It visualises Total contract value, annual value, remaining commitment and delivers a live, interactive dashboard in seconds, no SQL or configuration needed.

Bruin AI Dashboards

Dashboard use cases across every team, from executive reporting to engineering velocity, marketing funnels to financial planning. Describe what you need, get a live dashboard in seconds.

Business AnalystCEO/FounderCFO/Finance DirectorCustomer Success ManagerData AnalystEngineering ManagerHR/People ManagerOperations ManagerProduct ManagerSupport ManagerVP of MarketingVP of Sales

Build this dashboard in seconds

Describe what you need in plain English. No SQL, no drag-and-drop, no waiting.