ScaleXP seamlessly integrates your CRM (HubSpot, Salesforce) and your financial system (Xero, Sage, QuickBooks, etc.) providing the best reporting solution for B2B and subscription companies. 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 customise the definitions to your specific business
- Dashboards displaying key metrics in beautiful, interactive graphs
- Consolidation across countries and currencies
- Fully integrated HubSpot or Salesforce tracking codes
Data imported from the CRM system includes:
- 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
- Renewals deals won and deals lost
Data imported from the accounting system includes:
- Invoice level detail by customer
- Full P&L and Balance Sheet