SaaS Leadership Dashboard (Stripe + Xero + HubSpot CRM)

Template created by Databox Databox
Stay on top of your SaaS financial performance with the SaaS Leadership Dashboard (Stripe + Xero) dashboard template. This interactive dashboard is the perfect fit for CEOs and business owners. It displays key SaaS financial metrics from Stripe, HubSpot CRM, Mixpanel, Google Analytics 4 and Xero, such as Expenses, ARR, MRR, Churn... and more, enabling you to monitor performance, analyze data, and make informed decisions about your financial strategy.

Uses one-click integrations:

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

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

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

  • 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.
  • How to view a clear comparison of your income and expenses? By seeing your income and expenses side by side, you can easily detect if there is a major change in one or both of these metrics. Ideally, your income should be significantly higher than your expenses, but if there are any sudden or visible changes, you can easily detect them and take steps to find the cause and remove them. 
  • How do you 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? 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 to 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.
  • Keep track of your marketing and product performance? Track and visually monitor your most important marketing and product metrics - sessions, signups, new subscriptions and more. Use this data to map out future growth opportunities for your marketing.

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

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

  • Gross and Net volume
  • Customer retention rate
  • SEO results
  • Cash flow
  • Conversion rate

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

Google Analytics 4 Google Analytics 4 metrics included in this template
HubSpot CRM HubSpot CRM metrics included in this template
  • Deals Closed Won Amount

    The "Deals Closed Won Amount" metric in Hubspot CRM represents the total value of all deals that have been marked as "closed-won" in the system.

  • Sales Close Rate

Stripe Stripe metrics included in this template
  • New Subscriptions

    New Subscriptions metric tracks the number of new recurring payments or subscription sign-ups made by customers in a given period of time.

  • MRR

    MRR (Monthly Recurring Revenue) is a metric that shows the predictable monthly revenue generated by a subscription-based business model. It includes all recurring charges and allows businesses to monitor customer retention and growth.

Xero Xero metrics included in this template
  • Gross Profit Margin

    Gross Profit Margin is a financial metric that measures how much profit a company makes after deducting the cost of goods sold from its revenue.

  • 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

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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