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Unified everything

Same everything. For everyone.

Eight things a company has to agree on: the data model, the definitions, the calculations, the segments, the lifecycles, the forecast, the target and the guardrails. Beacon holds all eight, and everything else runs on them.

1Data model 2Definitions 3Calculations 4Segments 5Lifecycles 6Forecast 7Target 8Guardrails Everything else in the company runs on these 1Data model 2Definitions 3Calculations 4Segments 5Lifecycles 6Forecast 7Target 8Guardrails Everything runs on these

Agreed once, at the start. Then nothing in the company runs on anything else.

The data model

Every tool’s records, one shape.

Whatever your billing calls a customer and your CRM calls a company, they arrive as the same thing.

Data modelDefinitionsCalculationsSegmentsLifecyclesForecastTargetGuardrails
BILLINGcustomer_id CRMCompany LEDGERJob / Account ONE RECORDCustomer id name plan started owner BILLINGcustomer_id CRMCompany LEDGERJob / Account ONE RECORDCustomer id · name · planstarted · owner

Your systems keep their own field names. Nothing in them is renamed or rewritten.

See how the connections work →
The definitions

Every word means one thing.

ARR, churn, margin, retention — one written rule each, published where the number is, so it gets read instead of argued.

Data modelDefinitionsCalculationsSegmentsLifecyclesForecastTargetGuardrails
$34.0MANNUAL RECURRING REVENUE THE RULEThe recurring amount contracted today,annualised. One-off fees never count. THE BOARD PACK$34.0Mpage 4 EVERY DASHBOARD$34.0Mlive EVERY AGENT$34.0Mwhen asked $34.0MANNUAL RECURRING REVENUE THE RULEThe recurring amount contracted today,annualised. One-off fees never count. THE BOARD PACK$34.0M EVERY DASHBOARD$34.0M EVERY AGENT$34.0M

Illustrative. If your company says Committed ARR, it stays Committed ARR — Beacon publishes what it means.

The calculations

Computed once. Not in forty spreadsheets.

Every figure is worked out in one place and handed to every screen, report and agent. Nothing recalculates on the way.

Data modelDefinitionsCalculationsSegmentsLifecyclesForecastTargetGuardrails
40 SPREADSHEETS · 40 ANSWERS ONEANSWER COMPUTED ONCE Every screen Every report Every agent 40 SPREADSHEETS · 40 ANSWERS ONE Every screen Every report Every agent

Nobody re-derives a number to use it. There is nowhere else for it to be worked out.

The segments

Enterprise is one list. Everywhere.

The same 84 accounts in the forecast, the board pack and the campaign audience — and in every cohort you compare.

Data modelDefinitionsCalculationsSegmentsLifecyclesForecastTargetGuardrails
508 CUSTOMERS ONE SEGMENTEnterprise · 84 The forecast84 The board pack84 The campaign84 508 CUSTOMERS · 84 ENTERPRISE The forecast84 The board pack84 The campaign84

Illustrative. You choose the cuts your business runs on — size, region, plan, channel, industry.

See segments & cohorts →
The lifecycles

Every customer walks the same stages.

Demand, pipeline, contract, retention, financials — measured the same way for every account, so any two lifecycles actually compare.

Data modelDefinitionsCalculationsSegmentsLifecyclesForecastTargetGuardrails
DEMANDtouches PIPELINEdays CONTRACTACV RETENTIONNRR FINANCIALSmargin Meridian Analytics 4 51 $138K 118% 74% Brightline Health 9 88 $96K 104% 71% Atlas Retail 3 39 $210K 131% 78% Meridian Analytics DEMA4 PIPE51 CONT$138K RETE118% FINA74% Brightline Health DEMA9 PIPE88 CONT$96K RETE104% FINA71% Atlas Retail DEMA3 PIPE39 CONT$210K RETE131% FINA78%

Illustrative. Every account gets all five stages — what differs is the measurement, which is why any two lifecycles can sit side by side.

See lifecycle intelligence →
The forecast

One forecast, built from all of it.

Accounts roll up into segments, segments roll up into the company. One forward number, not four that don’t reconcile.

Data modelDefinitionsCalculationsSegmentsLifecyclesForecastTargetGuardrails
$7.4MEnterprise84 paths $5.1MMid-market142 paths $2.3MSMB168 paths ④ Partner · $1.6M · 39 paths ⑤ Self-serve · $1.4M · 61 paths ⑥ Other · $0.8M · 14 paths ADDED TOGETHER ONE COMPANY FORECAST · NEXT 12 MONTHS$18.6M Enterprise$7.4M Mid-market$5.1M SMB$2.3M Partner$1.6M Self-serve$1.4M Other$0.8M 508 PATHS · SIX SEGMENTS ONE COMPANY FORECAST$18.6M

Illustrative. The company number is the sum of the six, and each segment is the sum of the paths inside it — so they can’t disagree.

See forecasting & scenarios →
The target

One number, split. It adds back up.

The board’s target and every team’s target are the same number, cut up — and measured on the same definitions.

Data modelDefinitionsCalculationsSegmentsLifecyclesForecastTargetGuardrails
$26MSALES · NEW $16MCUSTOMER SUCCESS · RETAINED $10MEXPANSION THE COMPANY PLAN$52M ARR · by Dec 2027 $26MSALES · NEW $16MCUSTOMER SUCCESS · RETAINED $10MEXPANSION THE COMPANY PLAN$52M ARR · by Dec 2027

Illustrative. Nobody can be at 100% while the company misses, because it’s one number cut up.

See how teams align →
The guardrails

The guardrails hold, everywhere.

Discount floors, margin minimums, runway floors — checked at the moment of the decision, not in the review afterwards.

Data modelDefinitionsCalculationsSegmentsLifecyclesForecastTargetGuardrails
Meridian · 18% discount 60.9% marginBLOCKED Meridian · 15% discount 62.4% marginCLEARS YOUR MARGIN FLOOR · 62% SCALE STARTS AT 55% Meridian · 18% discount 60.9% margin · blocked Meridian · 15% discount 62.4% margin · clears FLOOR · 62%

Illustrative. The rule is the same one in the deal desk, the forecast and the board pack.

See guardrails & proof →
Same everything

Nothing drifts, because there’s only one of each.

Not one dashboard everyone looks at. One of every underlying thing the company runs on — so there is nothing left to disagree about.

Data model Definitions Calculations Segments Lifecycles Forecast Target Guardrails THE EIGHT — ALL READ BY THE SAME SIX The CEO The CFO Every team The board Your investors Every AI you run Data model Definitions Calculations Segments Lifecycles Forecast Target Guardrails ALL READ BY The CEO The CFO Every team The board Your investors Every AI you run

All reading the same eight things. Ask twice, get the same answer twice.

Same everything

Stop reconciling. Start deciding.

Agreed once, in a conversation, not a project. Free at any size, no card, no clock.