ScaleXP provides a full suite of KPIs and metrics – specifically targeted to your sector and stage of growth. Each metric is predefined, with the ability to customize to your business requirements.
For subscription companies, the system automates metrics such as MRR, ARR, customer acquisition costs, lifetime value, net dollar retention, all metrics which can be derived from Salesforce and financial data.
This ensures that finance and commercial teams can provide more insights faster and with greater accuracy.
Tracking actual performance vs. sales targets is simple in ScaleXP, even if you have multiple sets of forecasts.
The system allows you to load and track a comprehensive range of targets including deals closed won, deal win rate, even conversion through the sales pipeline.
Multiple targets can be integrated into a single report, making it easy to compare forecasts, presenting the correct numbers for each audience. Moving between different sets of targets is as simple as a click, dramatically simplifying your reporting, even when there is a seemingly endless number of forecasts.
ScaleXP streamlines revenue recognition using sophisticated text recognition algorithms, reducing manual tracking and providing real-time views of revenue. It supports finance teams by automating subscription metrics and KPIs such as ARR and MRR using data from Xero and Salesforce.
ScaleXP integrates QuickBooks & Salesforce data, enabling CRM pipeline monitoring, cross-verification of invoicing, and tracking sales performance against forecasts. It facilitates trend analysis, ensures invoicing accuracy, and highlights performance issues.
ScaleXP combines Salesforce and Zoho Books data for comprehensive finance automation. It facilitates revenue recognition, invoicing checks, SaaS metrics automation, sales performance tracking, and seamless reporting, fostering data-driven decision making.
Each invoice and credit note is imported into ScaleXP. Revenue per customer per month is visible and easy to share. Journals are updated, ready for your review.
Move to smart reporting to easily report by department or business unit even across multiple forecasts.
Monitor your SaaS metrics at a consolidated level, by country or business unit, all in the same dashboard without spreadsheets.
Discover how we helped SquaredUp produce SaaS insights faster and with greater accuracy with financial consolidation in ScaleXP.
ScaleXP pulls critical data from Salesforce and combines it with your accounting data to automate reporting. By connecting Salesforce to the finance system, ScaleXP allows you to cross-verify invoicing and track sales performance against billed revenue.
With Salesforce connected, ScaleXP calculates metrics like new customer count, ARR, MRR, Churn, and Lifetime Value automatically from the combined data. For example, it can track how pipeline changes in Salesforce translate to upcoming revenue in QuickBooks/Xero. This tight integration means you always have up-to-date metrics derived from your sales and finance systems.
When you link Salesforce and Xero in ScaleXP, the platform ensures all new Salesforce deals are invoiced in Xero, and it automatically monitors renewals to prevent revenue leakage. In practice, this integration lets you easily check that every won deal has a corresponding invoice, and it highlights any deals due for renewal that haven’t been renewed yet.
The ScaleXP QuickBooks+Salesforce integration similarly merges pipeline and financial data. It gives finance teams visibility of Salesforce pipeline vs. actual billing in QuickBooks. You can monitor sales performance vs targets, reconcile bookings to invoices, and spot any discrepancies between what was expected (in Salesforce) and what was billed (in QuickBooks).
ScaleXP also works with Salesforce+Zoho Books. This integration automates the same tasks: it ensures new Salesforce deals lead to Zoho invoices and tracks renewals. It also centralizes your SaaS reporting so you can see metrics like bookings, churn, and renewal rates using Zoho transaction data alongside Salesforce pipeline data.
Yes. By combining Salesforce goals (pipeline, bookings, targets) with accounting results, ScaleXP lets you track actual sales against targets. You can see how your sales team is performing relative to goals at any time. This pipeline-vs-actual tracking is automatically included when Salesforce is integrated.
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button to the right to schedule a quick meeting.
