Checkgrow

Knowledge Center

Financial Data

Record your company's money facts — revenue history, deal metrics, monthly MRR, funding, and legal status — as structured context for the AI.

Overview

Financial Data holds your company's money facts in one place: year-by-year metric cards for revenue and deal metrics, a monthly MRR chart, and cards for funding and legal status. It sits alongside your Company Profile as the numbers side of your company record.

Everything you enter counts toward your financial knowledge score and becomes company context for the AI Assistant and AI Agents.

Numbers the AI can reason with

Enter your revenue history and deal metrics once, and every AI conversation and agent run can reference real figures — growth trends, deal sizes, and budget — instead of guessing.

Image #1 — Financial Data with funding and legal cards, the Revenue card and the Download PDF button

Who needs it

Financial Data is useful well beyond the finance team:

  • Founders — keep funding rounds, investors, and legal status documented where the whole platform can use them.
  • Marketing leads — record the marketing budget and average deal size so AI campaign strategy reflects real economics.
  • Sales leaders — track deals per product per year and average contract value.
  • SaaS operators — follow MRR month by month with YTD and growth readouts.

You do not need every card filled. Start with the metrics you actually track — each one you add improves your financial knowledge score.

How to use it

  1. Add a year to a metric cardOn any yearly card — Revenue, ADS, ACV, Marketing Budget, ARR, or ARPC — click Add Year. A year pill appears; click the pill, enter the value, and click Save. Repeat to build a multi-year history.
  2. Track MRR month by monthOn the MRR card, pick the year, then click a month bar in the 12-bar chart, enter the value, and click Save. The card shows a YTD total and a Growth readout. Future months are locked until they arrive.
  3. Record deals per productOn the Total Deals card, use the product select to choose a product — or "General" for company-wide deals — then add years and values the same way. This gives you deal volume per product per year.
  4. Fill in funding and legal factsComplete the "Is Publicly Traded", "Legal Status", "Total Funding", "Funding Rounds", "Investors", and "Founders" cards. Empty cards offer an AI Check to draft a value from your existing knowledge.
  5. Export as PDFClick Download PDF to export your financial data — handy for sharing a snapshot with investors or leadership.
Image #2 — MRR monthly chart with the ARR and ARPC yearly cards

The metric cards explained

Each card tracks one metric over time. Here is what each one records:

Revenue

Annual revenue per year — the headline figure for your company's size and growth.

ADS — Average Deal Size

The average value of a closed deal, per year.

ACV — Average Contract Value

The average annual value of a customer contract, per year.

Total Deals (per product)

How many deals closed each year, broken down by product via the product select — or recorded under "General" for the whole company.

Marketing Budget

Your marketing spend per year — context the AI uses when discussing campaign strategy and channel investment.

MRR — Monthly Recurring Revenue

The only monthly card: a 12-bar chart per year with YTD and Growth readouts. Click a month bar to enter its value; future months stay locked.

ARR — Annual Recurring Revenue

Your recurring revenue on an annual basis, per year.

ARPC — Average Revenue Per Customer

How much revenue each customer generates on average, per year.
Image #3 — ACV, Marketing Budget and Total Deals per product metric cards

Company Profile — the identity side of your company record