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Sage Intacct SaaS metrics and subscription analytics software

Gain insights on MRR, ARR, NDR, cash flow, bookings, renewal forecast, budget vs actual, churn, and CAC. Feel confident when presenting to investors and use the data to guide your strategic decisions.

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Build and track the SaaS metrics that grow your business

SaaS Dashboards helps executives and investors in SaaS and subscription businesses:

  • Easily capture sales, add-ons, and renewals from the source—Salesforce and Salesforce CPQ—in your financials.

  • See real-time graphical views of churn, MRR, ARR, renewal, CAC, payback, and other SaaS metrics.

  • Provide instant, actionable insight to key stakeholders.

  • Prepare for board meetings in minutes.

Sage Intacct SaaS Intelligence empowers you to make data-driven decisions on key SaaS metrics. Explore SaaS Intelligence

Use real-time SaaS metrics to prove your model to investors

Investors want to see the key benchmarks that pertain to your funding stage, growth rate, and billing model. Driven by a complete quote-to-cash process, Sage Intacct automatically calculates crucial SaaS metrics to instantly populate visual dashboards.

  • Early stage: Prove your revenue model with CLTV/CAC.

  • Growth stage: Monitor your recurring-revenue model with net change in CMRR, upsells, renewals, revenue churn, customer churn, and more.

  • Late stage: Track profitability.

Get a fast overview of the value that Sage Intacct can bring to SaaS companies and start charting your path to growth. Watch the product tour

Get the SaaS metrics you need— how and when you want them

With Sage Intacct, you can make quicker, smarter strategic decisions using real-time SaaS metrics that go beyond GAAP to include the critical operational metrics that are crucial for board reporting. You see the key SaaS metrics on a single dashboard of performance cards, reports, charts, and graphs. Using this accounting software for private equity-backed companies, you can see the trends, compare to benchmarks, drill down into source data, and fully understand business performance.

  • Committed monthly recurring revenue (CMRR)

  • Annual or monthly recurring revenue (ARR or MRR)

  • Customer acquisition cost (CAC)

  • Revenue and customer churn

  • Customer lifetime value (CLTV)

Get a visual overview of key SaaS metrics by growth stage: What should you track, and what processes do you need? Read the infographic

Follow the numbers, then dive deep with dimensions

As you build the dashboard from your financial system of record, use Sage Intacct dimensions to analyze SaaS metrics by the attributes that matter most:

  • Contract

  • User-defined dimensions

  • Customer

  • New customers

  • Add-on purchases

  • Upgrades

  • Churn

  • Renewals

  • And more

All Resources

Explore the latest research, guides, and webinars on accounting and finance.
G2 Report

Sage Intacct accounting software products— #1 in customer satisfaction

G2 Grid Report For Mid Market Accounting
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Managing SaaS metrics throughout the company growth life-cycle

Sage Intacct Managing Saas Metrics Throughout The Company Growth Life Cycle

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Lisa Schulz

Corporate Controller, Jobvite

Sage Intacct delivers accurate reporting for all our billed and unbilled, deferred and paid contracts, providing full transparency into our customer base so we can keep our fingers on the pulse of everything from contract renewals, upsells, and cross-sells, to churn by product and amortized commissions expenses.

Frequently asked questions

The Growth dashboard highlights CMRR, revenue growth, retention, and profitability. The dashboard also provides details for cross-sell, renewal cross-sell, uplift, downgrade, and markdown activity.

This dashboard provides detailed information by including CMRR, quantities sold, Gross/Net Dollar Retention and Gross/Net Renewal rates.

The ARR dashboard is focused on those customers who want to view their recurring revenue as an annual (ARR) measurement with other metrics.

The Retention dashboard focuses on CMRR, retention, customer renewal, revenue renewal and win back rate. Additionally lists CMRR Retention Breakdown, Customer Retention Breakdown, Top CMRR Customers and Late Renewal Customers. This dashboard is only tracked at a customer level.

This dashboard focuses on validating your financial CMRR calculations and metrics. All reporting in this dashboard is text-based. The standard sections include CMRR Available to Renew, CMRR and Revenue Reconciliation, CMRR Roll forward By Month and CMRR Customer by Month.

The Unit Economics dashboard focuses on Lifetime Value (LTV), Customer Acquisition Costs (CAC), CAC Payback Period, and Customer Retention Costs (CRC). Performance Cards also include New and Recovered Customers, Customer Lifetime Months, customer acquisition/retention spending, and advanced versions of metrics burdened by gross margins. The dashboard highlights the effectiveness of spending on getting new and retaining existing customers.

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Expert advice

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