Evidence
Client stories
What changed after the worksheets landed — with the constraints and mild reservations that come with real audit rooms.
They traced a silent leakage in our annual-plan proration that our own finance pack had smoothed over for two quarters. The briefing forced a plan-catalogue freeze before the next board pack.
— Farah K., CFO, regional learning subscription · Subscription Revenue Performance Audit
We expected a dashboard walkthrough. Instead we got a week of source-table joins and a short memo on which cohort definitions were unsafe for investor updates. A little slower than we hoped — and more useful.
— Marcus T., Head of Product Analytics, consumer media app · Cohort Retention Review
The billing integrity check caught duplicate credit notes after a tax remapping. Our operations lead still wishes the kickoff checklist had been sent a week earlier, but the exception list paid for itself in one refund cycle.
— Aisha R., Revenue Operations, B2B utilities membership · Billing Integrity Check
Extended story: three months of “active” that were not paying
A Kuala Lumpur media app came to us after marketing celebrated a rebound in retained users while cash collections flattened. The product analytics store counted paused accounts as retained if the app still opened once a month.
During the Subscription Revenue Performance Audit we rebuilt cohorts from invoices and credit notes, then overlaid pause and win-back events. The rebound was real in sessions — and hollow in cash. Finance and product agreed to retire the old “active” tile from the board pack and replace it with a paying-cohort chart tied to the ledger.
Constraint noted by the client: warehouse keys were incomplete for one legacy Android build, so findings for that slice were labelled provisional until a patch export arrived.
Extended story: quarterly cadence after a messy migration
Following a plan migration across three ASEAN markets, a software utility team kept EnergiCore Digital on a Quarterly Revenue Health Review. Each quarter we re-run the agreed worksheets, flag definition drift, and hold a ninety-minute briefing.
In the second quarter we found a coupon that survived the migration only in one currency. The client’s mild reservation: they wish we had insisted on freezing coupon IDs in writing during the first audit. We now include that freeze as a standard kickoff item.