ScaleXP integrates your CRM (HubSpot, Salesforce or Pipedrive) and your financial system (Xero, QuickBooks Online, Zoho Books, Sage, and others) to give B2B and subscription companies automated metrics and KPIs.
Automated metrics and KPIs
The system provides a full suite of automated metrics and KPIs for B2B companies:
- MRR, ARR, customer lifetime value, customer acquisition cost
- Active, lost and new customers, with the ability to customize the definitions to your specific business
- Dashboards showing key metrics in interactive charts
- Consolidation across countries and currencies
- Fully integrated Xero tracking codes and QuickBooks classes
Data imported from the CRM system
- Sales pipeline including the number and value of the deals
- Full tracking details on the time spent at each stage of the pipeline, deal by deal
- Deals won and deals lost, by name
- Renewals pipeline including the number and value of the deals
- Renewal deals won and deals lost
Data imported from the accounting system
- Invoice-level detail by customer
- Full P&L and Balance Sheet
To configure your CRM, see How to connect your CRM (HubSpot, Salesforce or Pipedrive) to ScaleXP for subscription management and reporting.