ScaleXP has best in class SaaS metrics for consolidated companies.

Viewing customer detail at a consolidated level

To view and configure, start with Customers (top navigation bar) in parent company (top right) which provides information about customer numbers and revenue, including deferred revenue, MRR, customers lost, customers gained, reactivated customers, upsells, and downgrades.

See this article for more information about the Customers Page configurations and default reports: Customers tab: where to configure and review revenue and customer information, MRR, ARR. 

From here you can see customer summaries and detail by customer, invoice and line item.

Read this article for a detailed description of the filters available in the Customers Tab reports: How to view MRR and/or deferred revenue by income type; how to filter accounts on the Customer page. 

Once configured, you can download detail as described here: How to download Customer page detail; how to download all invoice line item detail into Excel. 

By default the customer page uses the average exchange rate (P&L rate) from the month the invoice was issued. This rate can be viewed and adjusted in Load Data, Invoice FX Rates.

These rates can also be edited on this page.  Changes will be saved and flow through all reports in the consolidated entity using customer page data such as MRR and churn.

How are consolidated metrics calculated?

By default, consolidated metrics use data from the global report at the consolidated company, which is set as the MRR report with no account filters and a full month view.

Read this article to learn how to configure and read MRR

See more about metric definitions and the Metric Library here.

Note that metrics viewed at consolidated level can sometimes differ slightly from those viewed as subsidiary level due to the impact of exchange rate translations.