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 recognised revenue as shown on the Customers tab of ScaleXP.
Set up revenue recognition
Checklist:
Related Articles:
Configuring your revenue data upon initial setup
Customers Tab Revenue Recognition: MRR, ARR, and IFRS/GAAP Revenue Reporting by Customer
Revenue per customer is not correct. How do I change this?
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:
Related Articles:
How to view MRR and/or deferred revenue by income type; how to filter accounts on the Customer page
How to show a full month view of revenue (as used for MRR)
Difference between Revenue Recognition and 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
Related Articles:
How to set up CAC (customer acquisition costs)
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. Review and edit metrics
Checklist:
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 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:
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 create SaaS metric reports
How to add budgets:
How to Set Up Budgets in ScaleXP (Overview)
How to build charts and dashboards:
Getting started with 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.
Related Article: