Understand all of your business metrics
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 customise to your business requirements.
For subscription companies, the system automates metrics such as MRR, ARR, customer acquisition costs, lifetime value, net dollar retention, all metrics which can be derived from Salesforce and financial data.
This ensures that finance and commercial teams can provide more insights faster and with greater accuracy.
Track sales performance vs. targets – in a click
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.
Combine Salesforce & financial data for greater insights
Salesforce + Xero
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 Salesforce.
Salesforce + QuickBooks
ScaleXP integrates QuickBooks & Salesforce 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.
Close 3+ days faster
Close the month faster
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.
Report with ease
Move to smart reporting to easily report by department or business unit even across multiple forecasts.
Access SaaS metrics in a click
Monitor your SaaS metrics at a consolidated level, by country or business unit, all in the same dashboard without spreadsheets.
What our customers say
Looking to consolidate with Salesforce?
ScaleXP offers the widest range of accounting integrations on the market. Easily combine data across Xero, QuickBooks, Zoho or many other systems.