The Ultimate Automated SaaS Reporting Package
Is your SaaS reporting process painful and manual? We’ve heard from CEO’s and CFO’s of leading software companies that they unanimously...
Reporting Solutions for Every Industry and Role
Over 50 Pre-Built Reports
Inventory-Based
Demand forecast, inventory stock & turns, product-level profitability, available to promise/sell, and more.
Software
SaaS metrics, churn prediction, sales & support management, pre-built integration with Salesforce, & more.
Service
Utilization forecasting, Gantt charts, project and customer profitability, and more.
Nonprofit
Financial Reporting, Expense Analysis, Budget vs. Actual, Cash Flow Actionable Insights, and more.
Provide significant and actionable business insight on day one.
Big Picture
Financial Overview
Revenue Waterfall
Top Level Analysis
Volume Analysis
Gross Margin Analysis
Revenue Analysis
COGS Analysis
Key Segment Analysis
Customer Profitability
Item Analysis
Sales Rep Analysis
Customer Analysis
Class Analysis
Territory Analysis
Item Profitability
Subsidiary Analysis
Artificial Intelligence
Key Influencers/Drivers
Ask Questions
Cash Flow Insights
Accounts Receivable Performance
AP DPO Scenario Planning
AR DSO Scenario Planning
Cash Flow Forecast
Accounts Payable Performance
Financial Planning and Analysis
P&L (Comparative Time Periods)
GAAP P&L
P&L (by Key Business Segments)
GAAP Balance Sheet
P&L (by Subsidiary)
Budget/Forecast vs. Actual
Inventory Reporting
Inventory Performance
ABC Item Performance
Inventory Activity Detail
Inventory On-Hand Projection
Software Company Reporting
SaaS Financial Overview
KPI Trends
MRR Analysis
Revenue by Customer
Churn by Cohort Year
Deferred Revenue Waterfall (consolidated currency)
Sales and Marketing Expense Detail
SaaS Operational Overview
Industry Benchmark Performance
Revenue by GL Account Group
Revenue by Class
Churn by Cohort Quarter
Deferred Revenue Waterfall (subsidiary currency)
Customer Growth Table
SaaS Unit Economics Table
Rule of 40
Revenue by Item
Cohort Waterfall
Revenue Forecasting
Key Influencers (Artificial Intelligence)
Marketing
Google AdWords and Analytics Analysis
