Dashboard Examples / SaaS / SaaS Churn / SaaS Financial Dashboard (ChartMogul + QuickBooks + HubSpot)
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SaaS Financial Dashboard (ChartMogul + QuickBooks + HubSpot)

Template created by Databox Databox
Elevate your business analysis with our 'ChartMogul & QuickBooks SaaS Leadership Dashboard.' Tailor-built for SaaS Churn, Growth, Revenue Trends, and MRR sectors, it displays a crucial array of metrics from conduits like QuickBooks, Google Analytics, ChartMogul, and HubSpot CRM. Use it to track metrics such as income, expenses, MRR, ARR, sessions and deals, providing you a comprehensive view of your business health.

Uses one-click integrations:

  • HubSpot CRM HubSpot CRM
  • QuickBooks QuickBooks
  • ChartMogul ChartMogul

If you don’t use HubSpot CRM, QuickBooks or ChartMogul, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this SaaS Financial Dashboard (ChartMogul + QuickBooks + HubSpot) Dashboard Template:

Connect your ChartMogul, QuickBooks, HubSpot CRM, GA4, and Hubspot accounts and learn:

  • How to track your most important SaaS metrics? By tracking metrics like Sessions, Signups, Upgraded MRR, Reactivation MRR and more in real time, you can gain insights into your business growth. And in case any of them are significantly trending down you can take steps to fix the possible causes of that trend.
  • How to decipher your gross profit margin Investigate your business's profitability by focusing on your gross profit margin. This crucial figure highlights your financial gains post the subtraction of business-related expenses. Comparing these figures over various periods sheds light on your company's developmental progress.
  • How do we 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? Explore the dynamics of your sales achievements by analyzing essential sales indicators. Assess the aggregate deals concluded, the mean transaction value, and the overall success rate. This evaluation offers a snapshot of your sales team's productivity levels.
  • How do I track a bank transaction? Delve into the specifics of your financial standing by meticulously reviewing your bank account balances. This method facilitates an analytical look at present finances in relation to historical data, enhancing your financial management capabilities.

Pull additional data using our deep integration with ChartMogul, QuickBooks, and HubSpot CRM

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

  • Gross and Net volume
  • Customer retention rate
  • Growth Rate
  • Revenue Retention Rate
  • Conversion Rate

There are many, many different metrics and metric combinations you can track using ChartMogul, QuickBooks, and HubSpot CRM. And in Databox, you can quickly visualize dozens of ChartMogul, QuickBooks, 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 ChartMogul, QuickBooks, and HubSpot CRM integrations.

Explore more QuickBooks dashboards, HubSpot CRM dashboards, and ChartMogul dashboards.

HubSpot CRM HubSpot CRM metrics included in this template
  • Avg. Deals Closed Won Amount
ChartMogul ChartMogul metrics included in this template
  • MRR

    MRR (Monthly Recurring Revenue) is a key metric for subscription-based businesses that measures the predictable revenue generated from subscriptions on a monthly basis.

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Explore all of Databox’s functionalities:

Customize this dashboard with Databox

Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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