Revenue Leakage Controls

Install revenue leakage controls: billing standards, contract compliance and entitlement audits, change order governance, and a savings estimator that produces a finance-ready memo.

Collection

Revenue leakage is the quiet killer: you deliver value, but you do not bill it fully or on time.

Common causes:

  • contracts are not translated into billing rules
  • entitlements and usage are not reconciled to invoices
  • change orders and scope creep happen without billing updates
  • pricing terms are misapplied (discounts, escalators, minimums)
  • disputes slow collection and reduce trust

This collection installs a beginner-safe operating system:

  • billing standards and invoice integrity for revenue
  • entitlement and contract compliance audits
  • change order and SOW governance
  • a savings estimator to quantify opportunity and payback

Who this collection is for

  • Finance leaders responsible for revenue accuracy and cash flow
  • RevOps and billing teams managing invoicing, collections, and disputes
  • Sales and customer success teams managing scope changes and entitlements
  • Operators who want fewer disputes and faster cash collection

What you will install

By the end of this collection you should have:

  • a billing standard and “invoice integrity” for revenue
  • a contract compliance and entitlement audit motion
  • change order governance that prevents free work
  • a quantified annual revenue leakage estimate with a memo template

How to use this collection

Install in this order:

  1. Revenue billing standards and controls
  2. Contract compliance and entitlement audits
  3. Change order and SOW governance
  4. Leakage estimator and 30 / 60 / 90 plan

Beginner-safe definitions

Entitlement: what the customer has paid for and is allowed to use.

Usage: what the customer actually consumed.

Underbilling: delivering more than you invoice.

Dispute: a customer challenge to an invoice that slows collection.

Change order: a formal agreement that changes scope or price.

SOW: statement of work defining deliverables and terms.


What good looks like

  • contracts translate into billing rules automatically or consistently
  • usage and entitlements reconcile to invoices
  • scope changes result in change orders, not free work
  • disputes decline and DSO improves
  • revenue accuracy is audit-ready

Install this operating system

Generate a step-by-step implementation plan for this collection. Use it to assign owners, sequence the work, and track completion.

Generate implementation plan

Included resources and tools

Change log

v1.0 (2026-01): Latest release