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How to set up CAC (customer acquisition costs)

This article answers the question - why are my charts and reports showing CAC as blank or wrong? - and...

July 14th, 2025 196 views 0 likes
Revenue per customer is not correct. How do I change this?

Revenue per customer is not working as intended. I need to change the time period for revenue, or the...

July 14th, 2025 94 views 0 likes
What is NDR? What retention metrics are available?

NDR is Net Dollar Retention, also known as Net Revenue Retention– Net Revenue Retention measures the percentage of revenue that...

July 14th, 2025 131 views 0 likes
How to change global settings for MRR and churn

To link the data from the Customers tab to Reports, Dashboards and Presentations, on the Customers page, select the report...

July 14th, 2025 122 views 0 likes
How to customize the definition of upgraded, downgraded customer revenue

Change the definition used for reporting Upsold and Downgraded customers and revenue to exclude changes below a specified amount, either...

July 14th, 2025 195 views 0 likes
How do I change the name of a metric?

It is easy to change what a metric is called. Go to 'Settings', 'Metric Library' and click on the edit button...

July 14th, 2025 170 views 0 likes
How to change definitions of pre-set SaaS metrics and KPIs; what SaaS metrics are recommended

View and adjust the automated definitions for MRR, ARR, CAC, CAC Payback, Cash Burn, Cash Runway, Churn Rates, Retention...

July 14th, 2025 214 views 0 likes
I want to add a renewals pipeline from HubSpot.

To modify or add a renewals mapping, go to 'Load Data', 'Connections,' then click on the 'More' icon (three horizontal...

July 14th, 2025 158 views 0 likes
How to edit a metric and change the way a metric is calculated (how to change a formula)

ScaleXP provides fully editable automated metrics. Create your own definitions for metrics and KPIs and then use them in any...

July 14th, 2025 249 views 0 likes
How to add an ARR Budget to a graph

To add an ARR budget to a graph, follow these steps: 1.Upload a budget which includes MRR. See...

September 2nd, 2025 69 views 0 likes
Customers tab: revenue recognition, MRR, ARR and customer reporting

Where to see revenue recognition, MRR and ARR Customers (top navigation bar) provides a summary of revenue recognition as well as...

July 14th, 2025 580 views 0 likes
Configuring your revenue data upon initial setup

This article provides an overview of steps to take when first setting up revenue recognition and MRR in ScaleXP. ...

August 14th, 2025 387 views 0 likes

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Automate KPIs, Metrics

How to set up CAC (customer acquisition costs)

Revenue per customer is not correct. How do I change this?

What is NDR? What retention metrics are available?

How to change global settings for MRR and churn

How to customize the definition of upgraded, downgraded customer revenue

How do I change the name of a metric?

How to change definitions of pre-set SaaS metrics and KPIs; what SaaS metrics are recommended

I want to add a renewals pipeline from HubSpot.

How to edit a metric and change the way a metric is calculated (how to change a formula)

How to add an ARR Budget to a graph

Customers tab: revenue recognition, MRR, ARR and customer reporting

Configuring your revenue data upon initial setup