Introduce Revenue Waterfall Accounting Report
🔍 Problem Statement
Finance teams using Pelcro currently have no way to see how booked revenue transitions into recognized revenue over time. There is no Revenue Waterfall Report, which means month-by-month recognition breakdowns must be assembled manually outside the platform. This limits compliance with revenue recognition accounting standards and makes accurate financial forecasting difficult.
💡 User Story
As a finance team member, I want a Revenue Waterfall Report inside Pelcro, so that I can track how booked revenue converts to recognized revenue on a month-by-month basis and produce audit-ready reports without manual spreadsheet work.
🎯 Definition of Done (DoD)
A feature is done when:
✔️ Given a Pelcro organization with active subscription revenue, when a finance user opens the Revenue Waterfall Report, then the report displays each subscription's booked amount, the monthly recognition schedule, and the cumulative recognized-to-date figure — enabling full compliance with revenue recognition standards (e.g., ASC 606 / IFRS 15) without requiring any data export or external calculation.
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Comments1
Michael Ghattas
Sep 23, 2025
What is expectation of accuracy?
Each month total should tie to the revenue recognition
The deferred revenue ending balance should tie at the end of the month