Setting up SaaS metrics correctly in ScaleXP ensures your ARR, MRR, churn, retention, and customer KPIs are accurate, automated, and board-ready.
This guide walks you through the key steps to configure SaaS metrics so they reconcile to your accounting data and update automatically each month.
1. Ensure revenue recognition is configured
ScaleXP SaaS metrics such as monthly recurring revenue (MRR) and annual recurring revenue (ARR) rely on recognized revenue as shown on the Customers tab of ScaleXP.
Set up revenue recognition
Checklist:
Read more:
- Getting started with revenue recognition: How to automate revenue recognition and related journals in ScaleXP
- How to configure and validate revenue recognition in ScaleXP
- Revenue per customer is not correct. How do I change this?
- How ScaleXP reads dates
- How to set rule based revenue allocations
- How to set up usage based revenue recognition
Set up one or more MRR and ARR reports
Checklist:
Read more:
- How to view MRR and/or deferred revenue by income type; how to filter accounts on the Customer page
- How to create a new report on the Customers page; How to use Customer page reports throughout the system
- How to show a full month view of revenue (as used for MRR)
- Difference between Revenue Recognition and MRR
- How to change MRR
- How to customize the definition of upgraded, downgraded customer revenue
- How to change the definition of a Reactivated customer vs a New customer
- How to define and report on Annual Recurring Revenue (ARR) by customer
2. Set up other metrics such as CAC (customer acquisition cost)
Checklist:
Map cost of customer acquisition to relevant accounting data
Read more:
Add Google Sheets data, if desired
Read more:
- 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
Read more:
- How to get started with CRM data reporting and add new CRM connections
- How to configure HubSpot, Pipedrive or Salesforce for ScaleXP
3. Review and edit metrics
Checklist:
Read more:
- 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 to change definitions of pre-set SaaS metrics and KPIs; what SaaS metrics are recommended
- How do I change the name of a metric?
How to add live metrics through Google Sheets (also see section above)
4. 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:
- Check any figure in a P&L report by selecting the account row to see the transactions behind it
Read more:
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
- How to see transaction detail behind account balances
- How to format a report
- Add metrics from multiple customers pages to one report or dashboard
- How to create SaaS metric reports
How to add budgets:
How to build charts and dashboards:
5. Create your presentations and board packs
Use financial and KPI reports to build automated board packs. These update instantly each month from your data.
Read more: