Your CRM collects valuable customer data and helps teams track key sales activities and pipeline. But when it comes to reporting on critical RevOps metrics, teams often spend hours — or even days — building reports to address stakeholder and investor needs.
CRMs like Salesforce or HubSpot are used across sales and marketing functions. To avoid adding a new tool to the tech stack, RevOps teams often attempt to use them for reporting. While CRMs offer plenty of value, they often fall short when it comes to handling the specialized needs of SaaS teams:
With SaaSGrid, you can skip the manual work and instantly access accurate metrics and actionable insights into every aspect of your business to drive sustainable, profitable growth.
Salesforce and HubSpot offer high-level reporting capabilities, like single-object reports for monthly leads or email engagement metrics. Since these tools are embedded in your workflows, many RevOps teams use their CRM for data analytics and reporting.
However, CRMs are not equipped to provide all the standardized metrics you need to make critical decisions and address investor questions about burn, runway, and unit economics. Here are four key limitations.
CRMs can’t incorporate data from multiple data sources like Stripe or QuickBooks. Instead, they only track metrics directly tied to their own data collection, such as pipeline or growth metrics like ARR. Even if most of the data exists in your CRM, it can take complex data wrangling to extract and merge with ERP data. As a result, you spend hours calculating billing, efficiency, and retention data to get a complete view of business performance.
What’s more, Salesforce in particular only tracks three prior months of data, limiting the number of rows, fields, and objects you can track. This means you can’t analyze your metrics with precision or over an extended time horizon — for example, tracking how conversions change across different segments or over time. This limited visibility makes it harder to pinpoint customer trends and refine your growth strategy.
Without the necessary integrations, maintaining accurate metrics in CRMs requires a maze of systems and spreadsheets to get holistic business insights. For example, creating a single NDR report starts with downloading and combining data from Salesforce, billing systems, and CSVs. Then, teams must reconcile discrepancies and write extensive Excel formulas to calculate the metric. This process can easily take five hours — just to produce one report.
This operational burden only grows as you scale. As your teams expand, so do the number of custom growth and pipeline reports and the metrics you track. These manual processes are unsustainable: heavy spreadsheet files become unstable, data discrepancies increase, and formulas break. Managing these issues wastes valuable time and diverts resources from more strategic initiatives, like analyzing data to identify opportunities for improving internal efficiency.
Your CRM excels at collecting data, but it lacks comprehensive segmentation tools. For example, Salesforce restricts historical filters and doesn’t support formula fields in historical trend reports, making it labor-intensive to segment customers by criteria like cohort or ACV over time.
The result? Your team spends valuable time building complex dashboards from scratch to understand retention changes across channels or how conversions change down the funnel. And while you’re crunching the numbers, your teams are waiting to take action on initiatives.
Salesforce and Hubspot collect data in real time — but don’t calculate metrics in real time. Every time a department or stakeholder asks for an update or progress on a specific initiative, you have to manually consolidate data from multiple data sources and run the calculations.
However, by the time you transfer this data, it’s already outdated. This time-consuming process not only creates bottlenecks in decision-making but also introduces the risk of errors.
SaaSGrid connects siloed information, automatically syncing and calculating the performance metrics you need to run your business. By auditing and analyzing your CRM, billing system, and ERP data, the platform provides a holistic view you can trust — saving time and resources once spent on custom reporting.
As your business grows, SaaSGrid delivers complete visibility across all channels so you can optimize pricing, streamline workflows, and improve customer retention.
Here’s how:
SaaSGrid houses all your operational metrics in one place — from revenue to retention to efficiency — providing 360-degree visibility of your business performance. During onboarding, SaaSGrid works with your team to audit and map CRM, billing, and accounting data, ensuring a seamless transition and accurate metrics from the start. Integrating data sources like Salesforce, Stripe, QuickBooks, and CSVs enables you to build centralized dashboards with the platform’s 150+ SaaS metrics spanning Pipeline Value, Bookings, and NDR.
Drill down into any of these metrics to understand individual customer contributions, unlocking more refined product, pricing, and sales strategies. Since each metric is automatically calculated using standardized formulas, you and your investors get consistent, accurate reports at your fingertips as your data analytics needs evolve.
Take Vizion. The fast-growing logistics platform streamlined reporting workflows by integrating HubSpot and QuickBooks accounts with SaaSGrid, saving 15 hours every month.
With SaaSGrid, RevOps teams reclaim countless hours previously lost to data wrangling. By automatically calculating key metrics like ARR, MRR, and CAC, you can build custom retention, sales, and growth reports in just a few clicks. Customizable metrics support specific investor requirements and address shifting business priorities. The platform’s intuitive interface makes it easy for anyone — from sales to finance — to get the answers they need without specialized support.
Plus, SaaSGrid scales to meet your needs without extra headcount or team resources. As new information flows in, SaaSGrid automates data mapping and cleaning and flags inconsistencies across your sources, saving time on data reviews. Your dashboard is always up-to-date, saving your RevOps team hours every week and freeing time for strategic initiatives.
HRSoft is a prime example of how SaaSGrid automatically syncs new deals as they come in to provide accurate numbers, surfacing NDR, GDR, and Renewals insights in seconds.
SaaSGrid lets you slice and dice your data however your business needs it. The platform gives you full control over data segmentation with custom and computed attributes like sales stage, customer type, and product category, creating granular segments in minutes. With SaaSGrid, you can segment by custom attributes like cohorts or ACV over time, identify customers at risk of churn, and confidently answer pressing investor questions about your CAC payback.
The best part? With secure, flexible access control, you can share intuitive dashboards while limiting access to sensitive data. Investors and other key stakeholders can navigate the data independently without risking changes to sensitive information.
For example, after unifying all their data in SaaSGrid, Hourly now provides board members with fast, standardized metrics with the precise visibility needed for accurate forecasting and capacity planning.
With SaaSGrid, your metrics are always up-to-date, automatically calculating raw numbers and turning them into accurate metrics. By syncing data from your CRM, billing system, and accounting tools, you get real-time, actionable insights into metrics like CAC, revenue, and NDR. Teams can take immediate action on insights, like reallocating marketing spend or connecting with at-risk accounts — without manual data consolidation and calculations.
These capabilities adapt to support you as your data volume increases, providing reliable KPI reporting out-of-the-box to keep teams aligned on business initiatives without additional resources.
Look at Pearl. The industry-leading dental AI platform leverages SaaSGrid’s up-to-the-minute metrics to address investor questions about MRR, cutting 15 hours per week on RevOps reporting and increasing confidence with every report.
If wrangling data is slowing down your decision-making, SaaSGrid can help. Book a demo today and streamline your SaaS reporting.
As part of our most recent product launch we revamped our “Retention” chart to show non-cohorted retention rates.
SaaS businesses are attractive to investors because of their potential to have high gross margins and predictable CAC payback which can create highly profitable businesses.
Our latest milestone in our commitment to data security and privacy.
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