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Detail Pages

Detail Pages are how you interact with Data Sources within the SaaSGrid product. There are three data source detail pages:

Customer Data

The Customer Data page shows a list of every customer in the Data Source. Clicking into individual customer pages shows their MRR movements over time. With the Salesforce integration, you can go into greater detail on how specific Opportunities affect expansion, contraction, and renewals.

MRR Waterfall

The MRR waterfall is a grid of all customers' MRR by month. This is identical to the Excel/GSheet SaaSGrid template "Customer Revenue" tab.

Expenses

The Expenses tab shows all P&L costs and sub-costs, as well as Balance Sheet items, uploaded through the Excel/GSheet SaaSGrid template.