Streamlined board reporting across PLG and sales-driven metrics

About

Scratchpad helps fast-moving sales teams improve CRM hygiene and streamline data entry with robust AI-powered solutions. Founded in 2019, Scratchpad has secured $49.6 million in funding while empowering leading companies like Headway, Verkada, and Crunchbase to unlock greater efficiencies from their sales reps.

Challenge

Scratchpad needed a scalable way to report on hybrid sales channels

After securing its Series A funding round in 2021, Scratchpad needed more structured and detailed financial reporting to appease investors. Despite having no formal finance background, Diane Garcia, Head of Operations and Customer Success, stepped in to fill this crucial gap.

Scratchpad runs both product-led growth (PLG) and sales-led motions, each with its own approach to tracking metrics and pulling from different data sources. PLG required Diane to track product conversions, usage metrics, and self-service purchases via Stripe. The sales-led motion, on the other hand, relied on pipeline stages, deal cycles, and contract values pulled from Salesforce.

Condensing these metrics into investor-ready reports consumed weeks of Diane’s time. Each month, she manually downloaded and contextualized CRM and Stripe data in spreadsheets to build board reports, a time-intensive and error-prone process. “Our main challenge wasn’t just data — it was determining what metrics to present and how to structure them effectively for our board,” she explains. With reporting frequency growing alongside requests for in-depth metrics (like NRR), Diane knew she needed a fully automated solution to streamline her existing workflows.

Diane explored top finance and analytics platforms but found they worked for either PLG or sales-led models, not both. The rigid revenue tracking structures these platforms offered didn’t align with Scratchpad’s dual sales motions or how she wanted to track and report revenue for each.

Fortunately, a colleague recommended SaaSGrid, and Diane immediately knew the comprehensive data and analysis platform was the perfect fit.

Solution

Real-time reporting built for dual sales models

The onboarding process was almost immediate — Diane fully integrated SaaSGrid with Scratchpad’s CRM and Stripe within days, creating a single source of truth for sales and billing data. With custom field mapping, Diane tracks each PLG and sales-led motion with ease, generating detailed reports that deliver complete visibility across all channels.

With SaaSGrid, Diane also benefits from:

• Standardized SaaS metrics: With over 150 built-in SaaS metrics like NRR, ARR, and churn, Diane can generate in-depth and investor-ready reports without having to navigate across platforms.
• Fast, easy board reporting: Using SaaSGrid to visualize data in real-time helped Diane and the Scratchpad team understand the company’s financial position, align reporting structure with board expectations, and reduce prep time from days to minutes.
• Error-free automation: Direct integrations with the CRM and Stripe eliminate manual data transfers and formula errors, delivering complete data accuracy.
• Accurate forecasting: With SaaSGrid’s sales dashboards and retention tracking, Diane has a 360-degree view of crucial pipeline and retention metrics, laying a foundation for more accurate financial forecasting.

With SaaSGrid, Diane eliminated tedious manual workflows while establishing a strong reporting structure that provides stakeholders with real-time financial insights.