Guide
SaaS Revenue Leakage Checklist Beyond Payments
SaaS revenue leakage often stems from weak pricing and discount controls rather than payment failures. Companies should maintain a single source of truth for pricing, where all price points are approved, documented, versioned, and aligned with billing systems. Sales must follow defined guardrails, with any discounts or overrides requiring approval and being fully logged and auditable, while outdated pricing plans are retired and changes are time-bound. Discounts should have clear start and end dates, expire automatically, and be re-approved at renewal instead of automatically carrying over. Additionally, all sales concessions must be tracked by customer and cohort, with clear visibility into their impact on ARR and margins to prevent unnoticed revenue loss.
