# Financial Data

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

Category: Knowledge Center

Source: https://doc.checkgrow.com/docs/financial-data

## 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](https://doc.checkgrow.com/docs/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](https://doc.checkgrow.com/images/docs/financial-data-top.jpg)

## 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 card**On 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 month**On 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 product**On 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 facts**Complete 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 PDF**Click **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](https://doc.checkgrow.com/images/docs/financial-mrr-arr.jpg)

## 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](https://doc.checkgrow.com/images/docs/financial-metric-cards.jpg)

## Related features

[Company Profile — the identity side of your company record](https://doc.checkgrow.com/docs/company-profile)