30+ Metrics for QuickBooks and Xero users

All of your SaaS metrics automated, at last

Track ARR, MRR, churn, NRR and retention with SaaS metrics software that connects CRM, billing, Xero and QuickBooks Online data.

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4.9

in Xero & QuickBooks app stores

ScaleXP is an approved app for leading accounting & CRM systems

SaaS metrics from CRM and accounting data

SaaS metrics are only useful when finance can trust the data behind them.

CRM data shows what was sold, renewed, expanded, downgraded or churned. Accounting data shows what was invoiced, recognised, deferred and collected.

ScaleXP connects CRM, billing, Xero and QuickBooks Online data so finance teams can calculate ARR, MRR, NRR, GRR, churn, expansion and contraction from one finance-reviewed data layer.

This helps CFOs move beyond spreadsheet-based SaaS reporting and create metrics that can be explained, reconciled and used in board reporting.

For multi-entity SaaS companies, see multi-entity SaaS reporting software.

For wider finance reporting, see financial consolidation software

Track all of your SaaS metrics in one place

ScaleXP is SaaS metrics software for B2B finance teams that need more than a dashboard.

It connects accounting, billing and CRM data to automate over 30 SaaS KPIs, including ARR, MRR, NRR, GRR, churn, retention, expansion, contraction, CAC and LTV.

Finance teams can customise definitions, drill into the data behind each metric and report performance by entity, product, customer, region or reporting dimension.

Automatically track 30+ SaaS KPIs from connected finance and CRM data
Customise metric definitions to match board and investor reporting
Drill down from headline metrics to customers, invoices and source records
Report SaaS metrics by entity, region, product or customer segment

For broader CRM-to-finance workflows, see CRM Accounting Integration Software.

For SaaS groups, see multi-entity SaaS reporting software.

SaaS Metrics for Multi-Entity Reporting

For SaaS companies with multiple entities, SaaS metrics need to work at both entity level and group level.

ScaleXP helps finance teams report ARR, MRR, churn, NRR and cohort metrics from Xero, QuickBooks Online, CRM and billing data, then use those metrics in group reporting and board packs.

For SaaS groups, this creates a clearer connection between customer-level performance, entity-level reporting and group-level board packs.

Discuss Your Requirements

ARR and MRR reporting software for finance teams

SaaS Metric

What finance needs to understand

ARR

Current recurring revenue run-rate

MRR

Monthly recurring revenue movement

New ARR

Revenue from new customers

Expansion

Growth from existing customers

Contraction

Downgrades and reductions

Churn

Lost customers or lost recurring revenue

No credit card required

ARR and MRR reporting becomes more complex when SaaS companies operate across several entities, products, regions or reporting dimensions.

ScaleXP helps finance teams move from a single ARR or MRR number to a more useful reporting view, showing the movement behind new ARR, expansion, contraction and churn.

For multi-entity SaaS reporting, see multi-entity SaaS reporting software.

See exactly how your SaaS metrics are calculated

Finance teams should not have to defend numbers they cannot explain. ScaleXP makes SaaS metrics transparent with clear formulas, custom definitions and full traceability to the underlying data.

Create a single source of truth across finance, billing, and CRM data.
Automate live SaaS metrics and share reports tailored to each team.
Build confidence with transparent, drill-down calculations behind every number.
Link SaaS metrics back to customers, invoices, contracts and source records

This gives CFOs the audit trail needed to explain ARR, MRR, churn, retention and expansion to leadership, investors and the board.

What Changes for Your Team

Before ScaleXP

SaaS metrics are tracked manually in spreadsheets or separate tools
Definitions vary across teams, board packs, and investor updates
Finance spends too much time compiling numbers and not enough time analysing them
Metrics are disconnected from underlying financial data
Reporting takes too long and creates unnecessary doubt

After ScaleXP

SaaS metrics are calculated automatically from live data
Definitions are standardised and still flexible enough to match your business
Finance has more time to explain performance, not prepare spreadsheets
Metrics stay aligned to actual accounting, billing, and CRM records
Leadership gets faster answers and more confidence in every number

From SaaS metrics to revenue reporting

SaaS metrics need to connect to revenue, not sit beside it.

Finance teams often need to explain the difference between bookings, billings, recognised revenue, deferred revenue and cash. These numbers rarely match in the same month, especially for annual contracts, upfront invoices and multi-period subscriptions.

ScaleXP helps finance teams connect SaaS metrics with revenue workflows, so ARR, MRR and churn reporting can sit alongside recognised revenue, deferred revenue and accounting actuals.

For related revenue workflows, see Revenue Recognition Software.

For multi-entity finance reporting, see Financial Consolidation Software.

SaaS metrics for forecasting and board reporting

SaaS metrics are most useful when they support decisions.

ScaleXP helps finance teams use CRM, billing, Xero and QuickBooks Online data to understand current performance and forecast future revenue. This helps CFOs explain renewal risk, expansion opportunities, churn, forecast revenue and board-level trends.

Use ScaleXP to report:
ARR and MRR movement
NRR and GRR
Churn, contraction and expansion
Revenue by product or customer
Forecast revenue and renewal risk
SaaS metrics by entity, region or reporting dimension

For SaaS board packs across multiple entities, see SaaS group reporting software.

#1 for SaaS metrics in consolidated or multi-entity businesses

ScaleXP is built for SaaS companies that need multi-level reporting. Finance teams can view SaaS metrics across entities, business units, products, regions and currencies without rebuilding spreadsheets each month.

Consolidate SaaS metrics across multiple legal entities
Track performance by business unit, product line, market, or country
Use Xero Tracking Codes and QuickBooks Classes or Locations in your reporting logic
Handle complex multi-currency reporting with sophisticated FX tracking
Drill down from group-level SaaS KPIs to source records

For a dedicated multi-entity SaaS reporting workflow, see multi-entity SaaS reporting software.

For consolidated finance reporting, see group reporting software.

With the ScaleXP platform, you can:

Improve accuracy: keep SaaS metrics in sync with accounting, billing and CRM data
Deliver more insight: automate KPI updates so finance can focus on trends and action
View consolidated SaaS metrics: report across entities, regions, products and currencies
Standardise definitions: align finance, leadership and investor reporting
Answer questions faster: drill into churn, growth, CAC payback and customer movements

Built for finance leaders responsible for accurate reporting

Related SaaS Finance Reporting Workflows

ScaleXP helps SaaS finance teams connect metrics, revenue workflows and group reporting from the same finance-reviewed data layer.

One benchmark worth tracking alongside these: the Rule of 40.

Trusted by Finance Teams Who Cannot Afford Errors

Tracking MRR by customer is easy: You see immediately how much there's new, expanded, downgraded or churned MRR, and from which individual customers that came from.

Thanks to ScaleXP we’re now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving.

SaaS Metrics FAQs

What is SaaS metrics software?

SaaS metrics software calculates recurring-revenue measures such as ARR, MRR, churn, expansion, contraction, NRR and GRR.

ScaleXP goes further by connecting every metric to accounting, CRM and billing records – giving CFOs numbers they can reconcile, explain and confidently present to the board.

Which SaaS metrics should CFOs track?

SaaS CFOs typically need ARR, MRR, new business, expansion, contraction, churn, NRR, GRR, customer growth, CAC payback and revenue forecasts.

ScaleXP calculates these metrics automatically and shows the customers and transactions driving every movement.

Can ScaleXP calculate ARR and MRR automatically?

Yes. ScaleXP calculates ARR and MRR from connected customer, invoice, contract and subscription data.

It automatically separates new, expanded, contracted, renewed and churned revenue, giving finance an immediate explanation of every change between periods.

Can ScaleXP calculate SaaS metrics from Xero or QuickBooks?

Yes. ScaleXP calculates SaaS metrics using Xero or QuickBooks Online data and can enrich it with information from HubSpot, Salesforce or Pipedrive.

This creates a uniquely complete view connecting contracts, customers, invoices, recognised revenue, renewals and recurring-revenue movements.

How does ScaleXP improve the accuracy of SaaS metrics?

ScaleXP replaces fragile spreadsheet formulas with consistent, finance-controlled calculations built from connected source data.

CFOs can drill from any headline metric into the underlying customers, invoices, products and transactions – making every number easier to verify and defend.

Which SaaS metrics can ScaleXP automate and explain?

ScaleXP automates more than 30 SaaS metrics—including ARR, MRR, NRR, GRR, churn, retention, CAC, payback and lifetime value. The table below shows just a selection. Finance teams can also extend and customise the metric set to reflect their business model, board reporting and investor requirements. Every metric remains connected to the underlying customer, contract and movement detail.

How ScaleXP calculates and explains each SaaS metric
Metric	What it measures	Source data	Automated calculation	Drill-down or output
ARR	Annualised recurring revenue at a point in time	Accounting invoices and CRM contract data	Identifies recurring revenue and annualises the active run rate	Customer, contract and movement detail
MRR	Monthly recurring revenue at a point in time	Accounting invoices and CRM contract data	Normalises recurring revenue to a monthly run rate	Customer and monthly movement detail
NRR	Recurring revenue retained after churn, contraction and expansion	Customer-level recurring revenue movements	Calculates opening, lost, contracted and expanded recurring revenue	Cohort and customer movement analysis
GRR	Recurring revenue retained before expansion	Customer-level recurring revenue movements	Calculates retention excluding expansion	Cohort and customer movement analysis
Churn	Recurring revenue or customers lost in the period	CRM and accounting customer activity	Identifies lost recurring revenue and customers	Customer and period drill-down
Expansion and contraction	Increases or decreases within existing customers	Contract and recurring-revenue movements	Classifies changes to the recurring run rate	Customer and movement drill-down
CAC	Sales and marketing cost per new customer	Accounting costs and new-customer counts	Divides relevant acquisition spend by customers acquired	Period and source-detail review
LTV	Estimated customer value over the relationship	Recurring revenue, gross margin and retention inputs	Applies the selected finance assumptions consistently	Assumption and cohort review

ScaleXP gives finance far more than a dashboard: automated, consistently calculated SaaS metrics, the movements behind them and the evidence needed to explain performance to management, investors and the board.

Last verified September 2026.