Diagnostic & Assessment Tools

Planning & Assessment Tools

Building Your Revenue Recognition Roadmap

These tools help finance teams move from assessment to action. Whether you're quantifying the cost of manual processes, evaluating organizational readiness, modeling future complexity, or building a business case for change, these resources provide the structure and clarity needed to make informed decisions.

Used together, they create a comprehensive planning framework—from understanding your current revenue recognition environment to defining what's needed as your business scales.

Diagnostic Tools

Cost Calculator

Start here to understand your current costs.

Get a fast, directional estimate of what revenue recognition costs your organization today, including cost per contract and cost as a percentage of revenue. This provides a baseline for internal discussions and prioritization.

Diagnostic Tools

Readiness Assessment

Next, assess how prepared you are.

Evaluate your current revenue recognition maturity across policies, processes, data, controls, and close execution. This helps identify gaps, risks, and areas that may be contributing to cost or inefficiency.

Diagnostic Tools

Scenario & Impact Model

Then, model what happens if things change.

Compare today’s operating model to a future-state scenario and estimate how growth, deal complexity, or process changes could impact cost, close pressure, and risk over time. This supports planning, investment decisions, and conversations about scalability.

Diagnostic Tools

Automation Business Case Builder

Turn analysis into a decision-ready business case.

Prepare a shareable draft business case summary, bringing together current-state cost, future-state assumptions and expected operational impact to clearly articulate why automation is needed, what it would change, and how it supports scale.

Diagnostic Tools

Requirements Builder

Finally, translate insight into clear requirements.

Based on your revenue model, complexity, compliance needs, and growth plans, define a structured set of revenue recognition requirements. These requirements can be used to align internal teams, support system evaluation, or guide implementation planning.

// RevVenue Session ID Manager function getSessionIdFromIframe() { var iframes = document.querySelectorAll('iframe'); for (var i = 0; i < iframes.length; i++) { var src = iframes[i].src; if (src && src.includes('bolt.host')) { var match = src.match(/session_id=([^&]+)/); if (match) return match[1]; } } return null; } function injectSessionId() { var sessionId = localStorage.getItem('revvenue_session_id'); if (!sessionId) return; var iframes = document.querySelectorAll('iframe'); iframes.forEach(function(iframe) { var src = iframe.src; if (src && src.includes('bolt.host') && !src.includes('session_id')) { iframe.src = src + (src.includes('?') ? '&' : '?') + 'session_id=' + sessionId; } }); } // Poll the bolt iframe URL for a session ID every 2 seconds function startSessionPolling() { setInterval(function() { var sessionId = getSessionIdFromIframe(); if (sessionId) { localStorage.setItem('revvenue_session_id', sessionId); console.log('Session ID captured:', sessionId); } }, 2000); } document.addEventListener('DOMContentLoaded', function() { injectSessionId(); startSessionPolling(); });