Drill Down,

Discover More.

Go beyond surface-level metrics—get the full story behind your revenue, retention, and pipeline performance with powerful, granular insights.

Drill Down,

Discover More.

Go beyond surface-level metrics—get the full story behind your revenue, retention, and pipeline performance with powerful, granular insights.

Trusted by leading SaaS Companies
Drilldown

Drill Into the Details

Click into any metric to see the exact customers and deals that make up the total—no exports needed.

Instant Metric Transparency

Click any chart or KPI to explore the underlying data, so you always know exactly what’s driving the number.

No Exports Required

View record-level details directly in-platform—no need to jump to spreadsheets or BI tools to get the full picture.

From Summary to Source

Navigate from dashboards to the raw data behind each metric, helping you move from questions to clarity in seconds.

Customer Detail

See the Full Customer Story

Access a complete view of each customer’s revenue, renewals, expansion, and retention over time.

Revenue, Right Where You Need It

Sync billing data from Stripe, QuickBooks, Xero, and more—so your dashboards always reflect what’s real.

Turn Expenses into Insights

Analyze spend across systems to track efficiency, margins, and growth levers with zero hassle.

Every Touchpoint in One View

Track revenue, renewals, churn, and expansion across time for each customer—without piecing together different systems.

Spot High-Value Accounts Early

Quickly identify customers with strong growth or expansion signals, so success and sales teams can take action.

Diagnose Retention Risk

See the full financial and engagement history of any customer to assess loyalty and flag potential churn risks.

Groupings

Break Down by What Matters

Uncover patterns and performance at every layer of your business.

Slice Metrics by Key Attributes

Segment metrics by region, rep, plan, or lifecycle stage to discover where performance is strongest—or weakest.

Uncover Patterns Across Segments

Compare trends across cohorts to identify what drives growth, churn, or efficiency within specific customer groups.

Flexible Grouping, Instant Insight

Group data on the fly using your own fields to analyze performance from any angle without building custom reports.

Trusted by Thousands of Leading SaaS Businesses

I’ve worked at large SaaS organizations and never had this level of reporting pre-IPO. Even then only FP&A and Ops had access to the data- with SaaSGrid we have finance, sales, and the entire exec team fully in sync. The SaaSGrid team has been a great partner to Tecton.
Akash Bose
Director of Sales Operations, Tecton
SaaSGrid is Sonar's source of truth for our SaaS KPIs. We use it to monitor our business health, set goals, run board meetings, and even pitch investors.
Jack McGlinchey
Co-Founder, Sonar Software
Before SaaSGrid, we had to manually download Salesforce reports every quarter and spend days modifying, calculating, and verifying the data to ensure it was up-to-date. Since implementing SaaSGrid, we are able to monitor sales and renewal progress in real-time, and generating board reports takes minutes instead of days.
Diane Garcia
Director of Operations, Scratchpad

Insights on SaaS Metrics and Reporting

Get the latest on product updates, expert tips, and key SaaS metrics to help you scale smarter.

Announcements
Enhanced Data Filtering, Drill-Downs, and Integrations: Q1 2025 Update
Insights
Why Efficiency Matters Day 1
Announcements
Webinar: Filtering your Data in SaaSGrid
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Merging, Segmenting, and Personalizing Data in SaaSGrid
Software Development
Tools
The Inputs Driven CFO
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SaaSGrid's New Look
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The Pipeline Metrics that Matter
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SaaSGrid is now SOC 2 Type II compliant!
Tools
New Groupings, Metrics, and Integrations
Software Development
We Raised $3.3M to Set the Standard for SaaS Metrics
Software Development
Tools
How to turn Salesforce into a SaaS Revenue Engine
Software Development
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The SaaS Metrics That Matter
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Accounting for Customer Success
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Tools
Can your company raise in a downturn?
Software Development
Tools
We Launched non-Cohorted Retention....Use at your own Risk
Software Development
Tools
It's Time to Build Your 2023 Plan

Ready to bring clarity to your SaaS metrics?

Say goodbye to messy spreadsheets and disconnected data. With SaaSGrid, get real-time financial and operational insights in one place—so you can scale smarter, faster.