Advanced SaaS Metrics SuiteApp lets you inspect and analyze recurring revenue for contract-based and software as a service (SaaS) business setups. The SuiteApp creates contract transaction records from sales orders, invoices, or CSV imports and then processes them for viewing as metrics on the dashboard.
You can do the following from the Saas Metrics dashboard:
- View tiles for your company’s key performance indicators (KPIs) such as monthly recurring revenue (MRR), annual recurring revenue (ARR), total customers, new customers, churn rate, and renewal rate. From the tiles, you can also view comparisons for this month versus the previous month for each of these KPIs.
- View annual recurring revenue amounts per month.
- View a 12-month rolling forecast to gauge the annual or monthly run rate of recurring revenue from existing customers.
- View detailed ARR and MRR information for each new, downsell, renewal, upsell, or churn amounts.
- View a graph or table that lets you compare the new and churn customer count per month.
- View a report showing the customer count per month.
- View metrics and reports for a single subsidiary.
- View metrics and reports for consolidated subsidiaries.
Advanced SaaS Metrics has the following features:
- Use of sales orders and invoices as the primary source record for the dashboard. You can also select secondary source records for information that may not be available in sales orders or invoices.
- Ability to import contract transaction records through CSV.
- Capability to establish contract relationship manually through a custom field or by letting the SuiteApp automatically predict related contracts.
- Process and include RMA (return authorization merchandise) records in the dashboard calculations for sales orders, invoices, and CSV imported records.