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How to set up metrics in ScaleXP

This guide shows you how to set up metrics in ScaleXP by configuring revenue recognition for SaaS metrics, creating MRR...

March 4th, 2026 348 views 0 likes
How to set up CAC (customer acquisition costs)

This article answers the question - why are my charts and reports showing CAC as blank or wrong? - and...

July 14th, 2025 791 views 0 likes
What is NDR? What retention metrics are available?

NDR is Net Dollar Retention, also known as Net Revenue Retention - Net Revenue Retention measures the percentage of revenue...

July 14th, 2025 606 views 0 likes
How do I change the name of a metric?

It is easy to change what a metric is called. Go to 'Settings', 'Metric Library' and click on the edit button...

July 14th, 2025 912 views 0 likes
How to change pre-set SaaS metric definitions and which metrics to use

View and adjust the automated definitions for MRR, ARR, CAC, CAC Payback, Cash Burn, Cash Runway, Churn Rates, Retention...

July 14th, 2025 902 views 0 likes
I want to add a renewals pipeline from HubSpot.

To modify or add a renewals mapping, go to 'Load Data', 'Connections,' then click on the 'More' icon (three horizontal...

July 14th, 2025 719 views 0 likes
How to edit a metric and change how it is calculated

ScaleXP provides fully editable automated metrics. Create your own definitions for metrics and KPIs and then use them in any...

July 14th, 2025 936 views 0 likes
How to create a budget for metrics using Google Sheets

This article explains how to create a budget for metrics using Google Sheets and upload it into ScaleXP. Once uploaded,...

January 29th, 2026 531 views 0 likes
How to add live metrics through Google Sheets

This article explains how to add data to ScaleXP through Google Sheets for use in reporting. For using Google Sheets...

August 4th, 2025 1251 views 0 likes
How to use data from Google Sheets in your ScaleXP metrics and reporting

See How to add live metrics through Google Sheets to set up a Google Sheets integration with ScaleXP. Using Google...

September 5th, 2025 903 views 0 likes
What is the ScaleXP metric library?

The ScaleXP Metric Library is where you’ll find the foundation for many of the calculations you see throughout the platform....

July 14th, 2025 1050 views 0 likes
How do I create a new metric in the metric library?

You can create your own, fully customized metrics in ScaleXP's Metric Library, ready to be selected and reused throughout the...

July 14th, 2025 772 views 0 likes
Getting started with dashboards

This article shows you how to find your dashboards, change the currency and month they display, and add, customize, download,...

July 14th, 2025 1017 views 0 likes
Getting started with presentations: How to create and edit a board pack

Presentations allow you to share any combination of reports, graphs and text as a pack which can be downloaded to...

July 14th, 2025 1022 views 0 likes
How to set up budgets in ScaleXP (overview)

@ See this article about setting up budgets at a consolidated company: How to add a budget to a consolidated...

October 20th, 2025 795 views 0 likes
Add metrics from multiple customers pages to one report or dashboard

Previously, you could only show data in reports and dashboards from the Global Default Customers Page report. If you wanted...

July 14th, 2025 614 views 0 likes
How to create a metric, report, or chart using customer page reports

How to create and link a customer page report You can create an unlimited number of reports on the customer...

July 14th, 2025 1088 views 0 likes
How to change the definition of a reactivated customer vs a new customer

This article explains how to customize settings for defining a new customer versus a reactivated (that is, previously lost and...

February 12th, 2026 631 views 0 likes
How to create a customers page report and use it across ScaleXP

By default, the customer page comes pre-populated with two to four reports: Revenue Recognition (accounting view) MRR (full month view)...

July 14th, 2025 791 views 0 likes
How to customize the definition of upgraded, downgraded customer revenue

Change the definition used for reporting Upsold and Downgraded customers and revenue to exclude changes below a specified amount, either...

July 14th, 2025 988 views 0 likes
How to add live metrics through Microsoft Excel

ScaleXP lets you bring in data and KPIs that live outside your accounting system and CRM. With the Microsoft Excel...

April 10th, 2026 1203 views 0 likes

Getting started

Achieve business outcomes

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Automate KPIs and metrics

How to set up metrics in ScaleXP

How to set up CAC (customer acquisition costs)

What is NDR? What retention metrics are available?

How do I change the name of a metric?

How to change pre-set SaaS metric definitions and which metrics to use

I want to add a renewals pipeline from HubSpot.

How to edit a metric and change how it is calculated

How to create a budget for metrics using Google Sheets

How to add live metrics through Google Sheets

How to use data from Google Sheets in your ScaleXP metrics and reporting

What is the ScaleXP metric library?

How do I create a new metric in the metric library?

Getting started with dashboards

Getting started with presentations: How to create and edit a board pack

How to set up budgets in ScaleXP (overview)

Add metrics from multiple customers pages to one report or dashboard

How to create a metric, report, or chart using customer page reports

How to change the definition of a reactivated customer vs a new customer

How to create a customers page report and use it across ScaleXP

How to customize the definition of upgraded, downgraded customer revenue

How to add live metrics through Microsoft Excel