Dashboard Examples / Financial / Profit and Loss / ChartMogul & Xero SaaS Leadership Dashboard
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ChartMogul & Xero SaaS Leadership Dashboard Template

Template created by Databox Databox
Stay on top of your SaaS financial performance with the ChartMogul & Xero Leadership dashboard template. This interactive dashboard is the perfect fit for SaaS and B2Bs. It displays key SaaS metrics from ChartMogul, Xero, Mixpanel, HubSpot CRM, and GA4, such as ARR, MRR, Net Cash Flow, Gross Profit Margin... and more, enabling you to monitor performance, analyze data, and make informed decisions about your SaaS financial strategy.

Uses one-click integrations:

  • Google Analytics 4 Google Analytics 4
  • HubSpot CRM HubSpot CRM
  • Xero Xero
  • Mixpanel Mixpanel
  • ChartMogul ChartMogul

If you don’t use Google Analytics 4, HubSpot CRM, Xero, Mixpanel or ChartMogul, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.

Get this dashboard for free

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

Connect your ChartMogul, Xero, HubSpot CRM, GA4, and Mixpanel 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.
  • 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.
  • 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 do you keep track of your annual recurring revenue? ARR plays an instrumental role in measuring the momentum of your business and forecasting future growth. With this vital information, you can actively work toward achieving your goals and dominating the industry.

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

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

  • MRR
  • Customer retention rate
  • Average Sale Price
  • Cash flow
  • Conversion rate

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

Explore more Xero dashboards, Mixpanel dashboards, HubSpot CRM dashboards, and ChartMogul dashboards.

Google Analytics 4 Google Analytics 4 metrics included in this template
HubSpot CRM HubSpot CRM metrics included in this template
Xero Xero metrics included in this template
  • Opening Balance by Bank Account

    The Opening Balance by Bank Account metric in Xero is a report that displays the balance of each bank account at the beginning of a specified financial period. It provides a snapshot of the account balances before any transactions for the selected period have been entered into Xero.

Mixpanel Mixpanel metrics included in this template
ChartMogul ChartMogul metrics included in this template
  • Expansion MRR

    Expansion MRR measures the increase in Monthly Recurring Revenue from existing customers due to upsells, cross-sells, or pricing changes. It quantifies the revenue growth generated by expanding relationships with current customers.

  • 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.

  • Net MRR Movement

    Net MRR Movement is a metric that measures the overall change in monthly recurring revenue (MRR) by considering both positive and negative changes, giving a comprehensive view of how MRR is trending over a specific period of time.

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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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