Metric dashboards tailored to your business
Choose from a range of our templates or create your own.
The possibilities are endless.
Options include CFO dashboards, SaaS metric dashboards, even dashboards for fundraising.
Benefits of our CFO Dashboard
At ScaleXP, we integrate financial and business data to provide the most comprehensive suite of data for your dashboards.
Comprehensive
ScaleXP seamlessly weaves together sales and accounting data, providing a cohesive picture of performance. The platform integrates with 10 accounting systems as well as CRM platforms.
Data driven
ScaleXP dashboards are designed around metrics and KPIs.
Over 100 KPIs are fully automated by the system using our comprehensive data feeds. All metrics can tailored to your business in a few clicks.
Unlimited possibility
ScaleXP dashboards are smart.
Pre-built templates are created based on your sector and stage of growth. From here you can customize and change in a few clicks.
Real time data at your fingertips
Simply login each morning for a full overview of the financial and non-financial data.
Instead of a long and complex process… logging into several systems… running queries… merging fields… and then doing calculations. Real-time data is processed and presented automatically.
The system automatically syncs both actual and budget data from your accounting, CRM and marketing systems, ensuring you are always up to date.
Share your insights
ScaleXP enables a cross-department view of your financial and non-financial data.
Visual dashboards and presentations make it easy to share data across the company. Graphs can be added to dashboards with our drag and drop builder. Data can be shared in a click.
Once shared, the graphs are interactive, allowing your colleagues to select, highlight and isolate variables to drill down across the system, helping them make meaningful decisions.
Your data is sleek, smart, and designed to create impact.
Why ScaleXP is the best solution
At ScaleXP, we integrate financial and business data to provide the most comprehensive suite of data for your dashboard.
ScaleXP dashboards are smart. Pre-built templates are created based on your sector and stage of growth. From here you can customize, change and update in a few clicks.
Our focus is providing a solution which extends beyond traditional financial data to include both operational and growth KPIs, even return on marketing spend, ensuring that finance teams have the tools to work smarter.
CFO Dashboards FAQs
Our dashboards are designed to provide a full business update in one or two screens – integrating financial, sales and marketing data. They are provided using cutting-edge technology to join data across systems, ensuring a full view of the business.
The dashboards provide actionable KPIs and comparisons to targets or budgets. Our objective is to make it easy to access the data so more time can be spent analysing it, rather than compiling.
The setup time is just 1 hour!
Each new customer is onboarded over zoom, in a one hour session. At the end of that hour, you will have a dashboard, with your data, the metrics that you want to track, and reports which allow you to dig deeper.
All data on the dashboard is ‘drag and drop’. Data can be updated in less than a minute.
Yes, of course. Many of our customers created dashboards for their colleagues. You have full control over the dashboards you create and share, ensuring the business is focused on a single source of truth.
Yes, of course. ScaleXP includes a comprehensive set of SaaS KPIs: MRR, ARR, acquisition cost, lifetime value, net dollar retention, and much more.
CFO Dashboards FAQs
Our dashboards are designed to provide a full business update in one or two screens – integrating financial, sales and marketing data. They are provided using cutting-edge technology to join data across systems, ensuring a full view of the business.
The dashboards provide actionable KPIs and comparisons to targets or budgets. Our objective is to make it easy to access the data so more time can be spent analysing it, rather than compiling.
The setup time is just 1 hour!
Each new customer is onboarded over zoom, in a one hour session. At the end of that hour, you will have a dashboard, with your data, the metrics that you want to track, and reports which allow you to dig deeper.
All data on the dashboard is ‘drag and drop’. Data can be updated in less than a minute.
Yes, of course. Many of our customers created dashboards for their colleagues. You have full control over the dashboards you create and share, ensuring the business is focused on a single source of truth.
Yes, of course. ScaleXP includes a comprehensive set of SaaS KPIs: MRR, ARR, acquisition cost, lifetime value, net dollar retention, and much more.