These steps show you how to create a report comprised of SaaS metrics which are either pre-loaded into ScaleXP or which you have created on the platform.  To learn how to create metrics see: How do I create a new metric in the metric library?   Metrics can be created using data from your accounting platform, Google Sheets, manually input data or oth...

Budgets in ScaleXP allow you to compare financial performance against plan at both the subsidiary level and the consolidated group level.  This overview explains the different ways to add budgets. Where to Add Budgets in ScaleXP Budgets can be added at both the subsidiary level and the parent (consolidated) level. The correct approach depends on you...