ScaleXP provides a full suite of KPIs and metrics – specifically targeted to your sector and stage of growth. Each metric is predefined, with the ability to customize to your business requirements.
For subscription companies, the system automates metrics such as MRR, ARR, customer acquisition costs, lifetime value, and net dollar retention, metrics derived from Pipedrive and financial data.
This ensures that finance and commercial teams can provide more insights faster and with greater accuracy.
Tracking actual performance vs. sales targets is simple in ScaleXP, even if you have multiple sets of forecasts.
The system allows you to load and track a comprehensive range of targets including deals closed won, deal win rate, even conversion through the sales pipeline.
Multiple targets can be integrated into a single report, making it easy to compare forecasts, presenting the correct numbers for each audience. Moving between different sets of targets is as simple as a click, dramatically simplifying your reporting, even when there is a seemingly endless number of forecasts.
Track actuals vs. budget effortlessly with ScaleXP’s Pipedrive integration, offering precise, department-specific financial reporting and forecast comparisons. Share visual dashboards with each team to communicate financial results with clarity. Integrate financial and operational KPIs.
ScaleXP streamlines revenue recognition using sophisticated text recognition algorithms, reducing manual tracking and providing real-time views of revenue. It supports finance teams by automating subscription metrics and KPIs such as ARR and MRR using data from Xero and Pipedrive.
ScaleXP integrates QuickBooks & Pipedrive data, enabling CRM pipeline monitoring, cross-verification of invoicing, and tracking sales performance against forecasts. It facilitates trend analysis, ensures invoicing accuracy, and highlights performance issues.
ScaleXP combines Pipedrive and Zoho Books data for comprehensive finance automation. It facilitates revenue recognition, invoicing checks, SaaS metrics automation, sales performance tracking, and seamless reporting, fostering data-driven decision-making.
Each invoice and credit note is imported into ScaleXP. Revenue per customer per month is visible and easy to share. Journals are updated, ready for your review.
Move to smart reporting to easily report by department or business unit, even across multiple forecasts.
Monitor your SaaS metrics at a consolidated level, by country or business unit, all in the same dashboard, without spreadsheets.
Discover how we helped SquaredUp produce SaaS insights faster and with greater accuracy with financial consolidation in ScaleXP.
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button to the right to schedule a quick meeting.
