SaaSGrid supports Excel and Google Sheets Data Sources for revenue and expenses data.
To create a Data Source, click the “+ Data Source" button on the “Data Sources” tab of your SaaSGrid account. Select Google Sheets or Excel and your date range, and then open the file.
Once the file is open, fill out the template. The first tab is called “Customer Revenue,” where you input revenue by customer by month as described in the Overview section. The grayed “Total MRR” section will sum customer revenue automatically to provide a check on your inputs.
On the “Expenses “ tab, first input the company’s cash balance as of the end of each month. Below that input all expenses into one of the below categories. These categories should be mutually exclusive and collectively exhaustive of all operating costs. Each category can be split into up to 5 subcategories when inputted. The grayed total for each category will sum automatically. The four cost categories are:
You can fill out the templates directly, or add additional tabs to your Data Source (e.g. a P&L or Salesforce export), and write formulas to the Customer Revenue and Expenses tabs. Just make sure to not change the names of those tabs.
Once the template is complete, upload the Excel file or select the correct Google Sheet from your Drive to create your Data Source. Once the Data Source is created, you can start building dashboards powered by that Data Source.
To update the Data Source powering a dashboard, click the "Data Sources" button from a dashboard. If your Data Source is Google Sheets, click the "Sync" button to refresh the data from your Google Sheet. If your data source is an Excel file, this button will be "Upload", which you can click to add a new file to replace the existing file. Note that the old file will not be saved. You can also sync and update Data Sources from the "Data Sources" tab.
You can also use the arrow icon to swap the file powering a dashboard with a different existing Data Source. SaaSGrid also supports dashboards where customer data and expenses come from different Data Sources.