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SaaS Financial Dashboard (Stripe + Xero + HubSpot CRM)

Stay on top of your SaaS financial performance with the SaaS Leadership Dashboard (Stripe + Xero) dashboard template. This interactive dashboard is the perfect fit for CEOs and business owners. It displays key SaaS financial metrics from Stripe, HubSpot CRM, Mixpanel, Google Analytics 4 and Xero, such as Expenses, ARR, MRR, Churn... and more, enabling you to monitor performance, analyze data, and make informed decisions about your financial strategy.

Pulls data from

HubSpot CRM

HubSpot CRM

HubSpot CRM is a customer relationship management software that helps businesses organize, track, and manage customer interactions and sales pipeline efficiently. It offers features like contact management, email tracking, deal tracking, and integrations to streamline sales operations.

Stripe

Stripe

Stripe is a global online payment platform that allows businesses to accept and process payments securely, effortlessly enabling e-commerce transactions. It provides tools for managing subscriptions, building marketplaces, and handling complex payment flows, making it a popular choice for businesses of all sizes.

Xero

Xero

Xero is a cloud-based accounting software designed to simplify financial tasks, record and reconcile transactions, track expenses, generate invoices, and provide real-time insights into business performance. It helps small businesses streamline their accounting processes, save time, and make informed financial decisions.

If you don't use HubSpot CRM, Stripe or Xero, you can pull data from any of our 130+ one-click, native integrations or from spreadsheets, databases and other APIs.

SaaS Financial Dashboard (Stripe + Xero + HubSpot CRM)

What you’ll learn from this SaaS Leadership Dashboard (Stripe + Xero + HubSpot CRM) Dashboard Template:

Connect your Stripe, Xero, HubSpot CRM, GA4, and Mixpanel accounts and learn:

  • What is your gross profit margin? Find out how much money you made after accounting for the cost of doing business. And you can also compare it to previous periods to track company growth.
  • How to view a clear comparison of your income and expenses? By seeing your income and expenses side by side, you can easily detect if there is a major change in one or both of these metrics. Ideally, your income should be significantly higher than your expenses, but if there are any sudden or visible changes, you can easily detect them and take steps to find the cause and remove them.
  • How do you track our monthly recurring revenue? View the total amount of revenue you expect to make regularly. Monitor your business’ health and growth by keeping an eye on the following metrics: New MRR, upgrades, downgrades, revenue churn, and so much more.
  • What can I learn from my key sales metrics? Discover the total number of deals closed/won, the average deals close amount, and the average close rate. This will also give you insights into the productivity of your sales team
  • How to track a bank transaction? See how cash comes in and goes out of your business’ bank accounts. Get up-to-date information on the state of your finances in regards to bank balance after withdrawals or transfers and deposits to your accounts.
  • Keep track of your marketing and product performance? Track and visually monitor your most important marketing and product metrics - sessions, signups, new subscriptions and more. Use this data to map out future growth opportunities for your marketing.

Pull additional data using our deep integration with Stripe, Xero, and HubSpot CRM

What else can you track and visualize with our robust integration with Stripe, Xero, and HubSpot CRM? When it comes to your most important payment metrics, churn, etc, almost anything:

  • Gross and Net volume
  • Customer retention rate
  • SEO results
  • Cash flow
  • Conversion rate

There are many, many different metrics and metric combinations you can track using Stripe, Xero, and HubSpot CRM. And in Databox, you can quickly visualize dozens of Stripe, Xero, and HubSpot CRM metrics & KPIs in a variety of ways, alongside all the important metrics from other data sources you’re using.

Read more about Databox’s Stripe, Xero, and HubSpot CRM integration.

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Customize this dashboard with Databox

Customize this template with Databox's Dashboard Designer. Add metrics, visualizations, and data from any source with simple drag and drop.

A Databox dashboard beside the Dashboard Designer's visualization picker — number, combo, pie, funnel and bubble