ScaleXP is a comprehensive financial management platform – integrating Pipedrive with your accounting system for a better overview of your data.

ScaleXP fully integrates your Pipedrive CRM, and accounting data to help you better manage your sales processes and financial operations. With ScaleXP, you can:

— Understand when deals have closed and are ready to be invoiced — Review booked versus billed data — Track the sales pipeline, close, and conversion rates — Consolidate financials across countries, currencies, and geographies — Track multiple budgets and forecasts across entities and systems — Integrate tracking codes to understand costs by department — Benefit from a suite of automated metrics, such as ARR, MRR, net dollar retention, gross revenue churn, renewals, and upsells — Present data beautifully in graphs and charts that are ready to share with the business

By integrating ScaleXP with Pipedrive, you can streamline your financial operations, gain better insights into your sales data, and make informed decisions to help drive business growth and success.

ScaleXP combines data from other software such as Xero, Quickbooks, Stripe and HubSpot to fully automate calculations for 40+ SaaS metrics.

ScaleXP offers an easy-to-use, comprehensive financial management platform that saves up to 5 days a month, takes only an hour to set up and start receiving value, and is completely customisable to each business's requirements.

With ScaleXP, you can save time, reduce costs, and focus on strategic planning to drive long-term growth and success for your business. Visit https://scalexp.com to learn more.

1. Sign up and log in to ScaleXP at https://app.scalexp.com
2. Follow the onboarding instructions
3. Navigate to "Load Data" → "Connections"
4. In "Integrations" find Pipedrive, and press "Add integration"
5. Read the instructions and press "Allow and Install" if you're happy with the requested permissions
6. Press "Sync now" to start importing data from Pipedrive
7. Wait for the import to complete and page to refresh
8. Click the "..." icon next to the "Sync now" button and then "Configure"
9. In the dropdowns, select what pipelines you consider "New Customers" and "Renewals" pipelines
10. Optionally exclude stages below from the system
11. Your data will now be available for use in Reports, Dashboards, and Presentations

For example, let's create a report showing the ACV of all deals in progress by month.

1. Navigate to "Reports"
2. Press "New Report" → "Create my own report"
3. Press "add new row" → "CRM" → "New Sales in Progress ACV" → "Done"
4. Select "12 months actuals" for the column config
5. "Save"

You now have a report that live updates your "New Sales in Progress ACV" every day. Combine it with accounting data, and define your own metrics to get powerful automated insights.