Post-Acquisition SaaS Integration Checklist

Complete Checklist

1. Request raw billing data export (CSV) for the last 24 months
2. Calculate MRR by month — verify it matches reported figures
3. Segment customers by plan type (monthly vs annual)
4. Calculate logo retention rate by cohort
5. Identify top-10 customers by revenue share
6. Compute HHI revenue concentration score
7. Flag accounts with zero activity in 60+ days
8. Compare reported churn vs. actual churn from raw data
9. Check for reactivated churned accounts counted as 'new' MRR
10. Verify NRR calculation excludes one-time services revenue
11. Document all discrepancies for management discussion
12. Generate ChurnLens revenue quality score