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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.

HubSpot CRM HubSpot CRM metrics included in this template
  • Deals Closed Won

    Deals Closed Won is the total number of sales deals that have been successfully closed and won within a given time period, indicating the effectiveness of the sales team in converting potential customers into paying customers.

Stripe Stripe metrics included in this template
  • Churned MRR

    Churned MRR measures the loss or decline in revenue generated from existing customers due to cancellations, downgrades, or pricing changes.

  • Net MRR

    Net MRR stands for Net Monthly Recurring Revenue and is a measure of the change in the MRR over a specific time period.

  • New Subscriptions

    The 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.

  • MRR Upgrades

    MRR Upgrades measures the total increase in Monthly Recurring Revenue (MRR) from existing customers who upgraded to a higher-priced subscription plan.

Xero Xero metrics included in this template
  • Cash Surplus (Deficit)

    Cash Surplus (Deficit) is a financial metric that measures whether a business has more cash inflows than outflows (surplus) or more outflows than inflows (deficit) in a given period.

  • Total Income

    Total Income is the sum of all revenue earned by a business during a defined period of time, including sales, services, and other sources of income.

Mixpanel Mixpanel metrics included in this template
  • Signup to Paid Conversion R. (Mixpanel + Stripe)

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Customize dashboard
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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