This guide walks you through the key steps to configure your metrics so they reconcile to your accounting data and update automatically each month.
If you are looking to set up SaaS metrics such as MRR, ARR and CAC payback, see How to set up SaaS metrics in ScaleXP.
1. Review and edit existing metric reporting
Related Articles:
What is the ScaleXP Metric Library?
How do I create a new metric in the metric library?
My metric definitions are not correct. How can I review them?
How do I change the name of a metric?
How to add live metrics through Google Sheets (also see section above)
Customers Tab Revenue Recognition: MRR, ARR, and IFRS/GAAP Revenue Reporting by Customer
How to set up CAC (customer acquisition costs)
2. Add additional data sources as required
Add Google Sheets data, if desired
Related Articles:
How to add live metrics through Google Sheets
How to use data from Google Sheets in your ScaleXP metrics and reporting
How to create a budget for metrics using Google Sheets
Add CRM data, if desired
Related Articles:
How to get started with CRM data reporting and add new CRM connections
How to Configure Hubspot, Pipedrive or Salesforce for ScaleXP
3. Create your reports and dashboards
Once metrics are configured, you can begin building group-level reporting. Reports and dashboards can combine both financial and operational metrics across entities.
Checklist:
Related Articles:
How to build financial and metrics reports:
How to create a metric, report, or chart using Customer page reports
Getting started with Reports: how to create and edit a report
Add metrics from multiple customers pages to one report or dashboard
How to add budgets:
How to Set Up Budgets in ScaleXP (Overview)
How to build charts and dashboards:
Getting started with Dashboards
4. Create your presentations and board packs
Use financial and KPI reports to build automated board packs. These update instantly each month from your data.
Related Article: