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Profitwell SaaS MRR Drilldown for Leadership Dashboard Template

Template created by Databox Databox
Stay on top of your SaaS financial performance with the SaaS MRR Drilldown for Decision-makers (PW) dashboard template. This interactive dashboard is the perfect fit for financial experts, CFOs, and business owners. It displays key SaaS financial metrics from ProfitWell, such as Net New MRR, Recurring Revenue, Customer Churn Rate... and more, enabling you to monitor performance, analyze data, and make informed decisions about your SaaS financial strategy.

Uses one-click integrations:

  • ProfitWell ProfitWell

If you don’t use ProfitWell, 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 MRR Drilldown for Leadership - Profitwell Dashboard Template

Get quick updates on your revenue reporting KPIs without hassle. Connect your Profitwell account and learn:

  • How do you keep track of your monthly reoccurring income? Find out how much you’re making from the purchase of your products and/or services within a given month. Monitor your income stream and identify key periods of growth and decline in money coming in and take the required steps to get back on track if your income flow is down.
  • How do you keep track of your churned MRR? For a Saas company churned MRR is one of the biggest issues. Monitoring this metric can help you understand and forecast your business growth better. Also you will know when it is time to take action to reduce the churn if possible.
  • How many customers do you currently have? View the total number of clients your company has at any given point in time. Staying on top of your customer count is important, as it lets you know if your customer base is growing or declining in number.
  • How many new customers signed up last month? Keep track of your new paying customers anytime, anywhere. See how many people have newly signed up to make a purchase or tried your product or service. Compare this data to the same time period in the previous week/month/year.
  • How much in revenue did you lose from churned customers? See how much in monthly recurring revenue your company lost as a result of customers that churned or downgraded their subscriptions. Your revenue churn rate is a good indicator of your company’s growth in terms of retention and upselling.

Pull additional data using our deep integration with Profitwell

What other campaign metrics can you track and visualize with our Profitwell integration? Among others:

  • Cash flow & Cash balance
  • Accounts receivable and payable
  • Consolidated net income
  • Net sales
  • Gross profit margin
  • Top customers, vendors and products

There are many different metrics and metric combinations you can track using this integration. And in Databox, you can quickly visualize your most important financial metrics in various ways to help you create consolidated reports.

Read more about Databox’s Profitwell integration.

ProfitWell ProfitWell metrics included in this template
  • Downgraded Recurring Revenue

    Downgraded Recurring Revenue measures the reduction in monthly or annual recurring revenue (MRR/ARR) due to customers downgrading their subscription plans or packages.

  • New Customers

    New Customers metric measures the number of new users who signed up for your product or service within a given time period. It helps you track the growth of your customer base and evaluate the effectiveness of your marketing and acquisition efforts.

  • Recurring Revenue (MRR)

    MRR is a crucial metric for subscription-based businesses that measures the predictable, recurring revenue generated from subscriptions each month.

  • Revenue Retention Rate

    Revenue Retention Rate measures how much recurring revenue you retain from existing customers over a period of time, after accounting for churn and upgrades/downgrades.

  • Net new customers (PW)

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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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