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How the setup works

Fourteen days from now, you're steering on your own numbers.

Everything arrives already built — the model, the metrics, the dashboards, the forecasts. Connect billing and your revenue is live the same day; the rest arrives over a fortnight of short conversations, about twenty minutes a day. No code. No analysts.

The gap

Most revenue intelligence dies between bought and live.

Three ways it usually goes.

The data team
Can build exactly what you need, given a spec and a quarter.
The catch
Your dashboard is ticket #214.
The custom build
Six figures
The going rate for consultants and a warehouse. 6–12 months before the first number you can trust.
The handover
The knowledge leaves when they do.
The BI tool
A blank canvas. Every chart you could ever draw.
The catch
Blank is the operative word.
The tool was never the hard part.Getting to live is. That part is ours.
The fourteen days

Setup takes fourteen days. About twenty minutes of them are yours.

You could race it in two. We don't think that is how software should arrive — you would learn nothing and trust none of it. Short conversations instead, and something you can use lands almost every day.

Day 1
Billing connected
Three years of your own history become cohorts and retention curves the same afternoon.
Revenue analyticsCohortsRetentionChurn rates
Days 2–5
Every customer, one record
Accounting and CRM join in their own logins, and the same customer stops being four different customers.
Cash runwayYour real segments360° customer view
Days 6–10
The forecast comes up
Your own history turns into the paths your revenue follows — and into where the year lands if nothing changes.
Company forecastPath to targetChurn prediction
Days 11–14
Live, and reporting out
Confidence and data integrity clear their thresholds, and your first board pack builds itself.
Board packData roomGuardrails onAgents working
What the fortnight is spent on.Unifying every source into one set of numbers, finding the segments your customers actually fall into, and building the predictive revenue paths your own history already contains.
What a day of it feels like

Answer a few questions. Unlock the next piece.

Ask Beacon sets you up inside your normal day — a couple of plain questions at a time, then something useful arrives.

Ask BeaconSetup · day 3 of 14 · illustrative
Quick one for the finance setup: do your annual customers pay up front, or monthly?
Up front
Noted. And is everything invoiced in EUR, or other currencies too?
EUR only
That settles your revenue timing. Your cash runway view is ready — here you go.
Cash runway
22.0 months
Added to your Finance hub · illustrative
Ready

Every answer unlocks the next piece — a view, a forecast, an analysis, delivered to you as it becomes ready. Keep using Beacon while the rest sets itself up.

Day 14

The fortnight ends with a report, not a login.

What is running, how clean the data underneath it is, and how much the forecast can be trusted — stated as numbers, before anyone asks you for one.

Go-live reportDay 14 · illustrative
!Data sources connected — billing, accounting, CRM and support. People is still open, so Capacity runs in a named limited mode4 of 5
Finance and Growth systems — revenue, retention, pipeline, cash and pricing, all reading the same numbersRunning
Data integrity — duplicate customers merged, currencies and contract terms standardised across every source94%
Forecast confidence — clear of the 70% floor a board figure needs. Calibration continues as each month closes76%
Intelligence delivered to — Slack, email, your CRM and your calendar. Nobody has to open Beacon to get it4 tools
Board reporting — your first pack built from the live numbers, with the origin of every figure attachedReady
Live — steering on your own numbers.
And honest, in writing, about every part that is not finished.
Live in fourteen days.
Everything above, running on your own numbers, with the origin of every figure attached.
Sealed at your first month-close.
A figure a board leans on needs a closed month behind it. That is the one part nobody can compress, so we say it rather than imply otherwise.
Where it shows up

You choose the tools the intelligence appears in.

Most of your team will never log into Beacon. The work already happens in Slack, the CRM and the calendar, so that is where the intelligence arrives — and nobody has to change what they use.

Calendar
09:30 — Meridian, renewal call
Priya, Tom · 30 min
BeaconUsage up 22%. Renewal in 41 days — ask about seats.

Prepped before the meeting.

Slack · #revenue
Kestrel renews in 32 days
Sent to Priya · owner of the account
BeaconUsage fell 40% this month. Worth a call this week.

The nudge finds the person.

CRM · Meridian
Owner Priya
Stage Renewal
BeaconOn track to expand, if the second team onboards.

The path, on the record itself.

Campaign tool · Audience
Mid-market 111% NRR
SMB 92% NRR
BeaconMid-market returns the next dollar fastest.

Segment intelligence in the tool.

Illustrative surfaces. You pick which tools receive what, and switch any of them off.

It arrives drafted, never done.Everything Beacon sends into your tools waits for a person to say yes. Your books and billing are never touched.

Live in two weeks. Defensible for years.

Two weeks · not two quarters Answers · not queues Proof · not promises

See it on your numbers.

Free for 14 days on everything — or stay free, no card, no clock.