SaaS Leadership Dashboard Template (Profitwell + Xero)

Uses one-click integrations:

Google Analytics 4
HubSpot CRM
Xero
Mixpanel
ProfitWell

If you don’t use Google Analytics 4, HubSpot CRM, Xero, Mixpanel or ProfitWell, 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 (Profitwell + Xero) Dashboard Template:

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

How do you monitor your annual recurring revenue? For subscription companies, like most SaaS businesses, annual recurring revenue gives you a high-level overview of your business health and helps you calculate the rate at which you need to grow to keep building on your success.
How to view a clear comparison of your revenue, expenses and net profit. By seeing your revenue, expenses and net profit side by side, you can easily detect if there is a major change in one or all three of these metrics. Ideally expenses should be lower than your revenue to allow for your net profit to grow. If there are any sudden or visible changes, you can easily detect them and take steps to find the cause and remove them.
How to 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.
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 I 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.

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

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

Sales Leaderboard
Customer retention rate
Cash summary
Balance sheet
Conversion rate
Customer Retention rate

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

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

Sales Close Rate

Expenses
The Expenses metric in Xero tracks the money spent by a business on various costs such as office supplies, rent, utilities, and employee salaries. It helps in analyzing the company's financial health by providing insights into where the money is being spent and how it can be optimized.
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.

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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.
Annual Recurring Revenue (ARR)