Profitwell SaaS Revenue Breakdown for Leadership Dashboard Template

Template created by Databox Databox
Stay on top of your SaaS performance with the SaaS Key Revenue Metrics for Decision-Makers (PW) dashboard template. This interactive dashboard is the perfect fit for SaaS and B2B companies. It displays key SaaS metrics from ProfitWell, such as Expenses, SaaS Churn, Growth, MRR... and more, enabling you to monitor performance, analyze data, and make informed decisions about your growth 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 Revenue Breakdown for Leadership - Profitwell Dashboard Template

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

  • How do you track your 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.
  • 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.
  • How many customers do you have month over month? Keep track of your paying customers anytime, anywhere.Compare this data to the same time period in the previous week/month/year. Are you gaining enough customers to keep your pipeline full? And how is this affecting your MRR
  • How do you track customer lifetime value? This metric shows you the total net profit a company can expect to generate from a customer throughout their entire relationship. And it is important to see it trending up, and if its not discover what are the possible causes.

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
  • Active Customers

    Active Customers is a metric that measures the total number of customers that have engaged in a paid transaction with a business during a given period of time.

  • Growth Rate

    Growth Rate is the percentage increase or decrease in revenue over a set time period, used to gauge the performance of a business and its ability to expand.

  • Lifetime Value

    Lifetime Value (LTV) measures the total revenue a customer will bring to a business over their entire lifespan as a customer.

  • Net New MRR

    Net New MRR is a metric that measures the total amount of revenue generated from new customers minus the revenue lost from cancellations and downgrades.

  • Reactivated Recurring Revenue

    The Reactivated Recurring Revenue metric measures the revenue generated from previously churned customers who have come back to a subscription-based business. It helps track the effectiveness of a company's re-engagement efforts.

  • Annual Recurring Revenue (ARR)

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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