Automatically calculate metrics in ScaleXP
All standard SaaS and B2B metrics are automated within our platform.
ScaleXP takes the fuss out of automating your metrics, our system fully automates over 100 KPIs. The system recommends 10 metrics that your company should be tracking based on your company size, funding stage and industry type. By automating your metrics, you will be able to uncover numerous insights monthly, quarterly and annually with minimal effort.
With this data you can segment your data easily. By viewing, isolating and hiding data variables that you do not want to see. Engage with our interactive dashboards, reports and presentations. As well as monitor your customer engagement (Active customers vs. MRR from active customers).
How to automate metrics like CAC, LTV, MRR, ARR
These KPIs are provided through the onboarding process which you can easily extend by selecting any more metrics that you would like to track. You’re also given the flexibility to customize your own metrics based on your business needs. All you need to do is book a demo with us, and we’ll handle the rest from there.
Our most popular metrics are:
Customer Acquisition Cost
Monthly Recurring Revenue
Annual Recurring Revenue
Customer Lifetime Value
Revenue & revenue growth over time
Cash Burn and Working Capital Use
Gross Margin and Gross Margin %
Track costs v. forecast
Customer Churn & Logo Churn
Revenue per Active Customer
The benefits of automating metrics with ScaleXP
As your company grows, the complexity of billing arrangements, invoicing and revenue reporting can quickly escalate with different terms by client or contract. This can become more complex when you factor in different billing periods for hardware, software or specific services.
Using ScaleXP to automate your metrics makes financial reporting effortless from revenue recognition, deferred revenue, P&L and many more. The system also tracks revenue retention, churn and cohorts to help you build and improve your retention plans.
Automating your metrics can make the difference between securing your next funding round, being in a position to grow and being stagnant as a company.
By automating your metrics with ScaleXP, you will:
Eliminate the time wasted on manually importing and sorting data and streamline your financial reporting
Improve transparency, traceability with clear audit trails.
Consistently deliver reports that are accurate across countries and currencies.
Real time view
Gain a real time view of your KPIs, share and export within minutes, giving more time to make strategic decisions to accelerate your growth.
How can I automate financial metrics and KPIs with Xero, QuickBooks or Sage?
Our platform brings together and combines data from the following accounting systems:
At ScaleXP, we believe that data should be easy to understand and work with. Which is why we provide you with tools like dashboards and reports based on each metric and KPI that you’re tracking.
Data is presented in a clear and concise layout in our platform. With ready to use presentation templates, that display the graphs and charts in real time.
Don’t see your system?
How can I automate sales metrics and KPIs with Hubspot or Salesforce?
Our platform brings together and combines data from the following CRM systems:
Combine your financial and sales systems within ScaleXP for a cross-department view of your data.
Our data visualization tools simplify your reporting process and enable collaboration across teams. There’s no more procrastination when it comes to compiling dashboards and preparing presentations. From sales vs. targets, revenue reports and many more – ScaleXP is your all-in-one solution for business data analytics.
MRR stands for Monthly Recurring Revenue. It is the most important indicator of revenue for SAAS or any subscription based business as it provides a forward view of revenue.
Annual Recurring Revenue or Annual Run Rate (ARR) is the annualised version of Monthly Recurring Revenue (MRR). ARR projects yearly revenue generated from subscriptions and other cyclical or recurring income streams.