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