SaaS Intelligence

Lead with confidence. Get strategic SaaS insights to accelerate growth

In the fast-paced world of software as a service (SaaS) and subscription-based models, deep strategic insights and financial clarity aren’t just goals — they’re necessities. SaaS Intelligence is intricately designed with Sage Intacct, the leading ERP for software companies. Our solution offers more than just data; it provides a clear path to transforming your financial strategy and driving accelerated growth. 

Escape Excel limitations: Step into automated SaaS Intelligence

Bid farewell to manual Excel spreadsheets, tedious data management, and surface-level analysis.  Unleash the power of strategic finance with instant access to detailed analytics delivered with ease and precision.

Excel SaaS Intelligence
Time-consuming Automated efficiency
Error-prone Engineered precision
Delayed results Immediate insights
Not scalable Limitless scalability
Lacks audibility and version control Single source of truth
Surface-level metrics Intelligence system for deepest insights

Get actionable insights to drive growth

  • Robust CMRR analysis
  • Dashboards for functional focus
  • Detailed expansion and contraction behaviors
  • Control churn and cancellations

Automated CMRR categorization

SaaS Intelligence completely automates the tracking and bucketizing of key SaaS metrics at a level of granularity that goes undetected and unmeasured by many other comparable systems.

With automated committed monthly recurring revenue (CMRR) categorization, SaaS Intelligence interprets transactions in real-time as they post, analyzes the activity and automatically categorizes the CMRR into the appropriate bucket.

You can easily track the renewal timing of existing CMRR value to provide a clear picture of the future. Accurately forecast renewals of recurring revenue to provide greater predictability and achieve alignment with your Customer Success/Renewals team.

The application does not rely on any user-driven category inputs to make decisions about the type of transactional activity that has occurred — it does it all for you. Easily configure your categorizations for additional flexibility.

Organize your insights by function

To give you the most actionable insights from your SaaS metrics, your insights are organized into five SaaS KPI dashboards focused on critical functions of your SaaS and Subscription KPIs and trends, including:

  • Growth – focused on CMRR and customer growth momentum trends and includes 16 different categories of CMRR
  • Retention – designed to highlight customer and revenue retention and renewal metrics
  • Unit economics – see critical metrics like customer acquisition costs, months to recover customer acquisition costs (CAC), lifetime value (LTV), and LTV:CAC as a ratio
  • Cash – know precisely where you stand with regards to what's in the bank and the status of your current cash balances, working capital, burn rates and runway.
  • Audit – gain visibility into future renewal events and the CMRR that will be at stake

Automated, granular insights

With SaaS Intelligence, you can analyze Expansion and Contraction at a more granular level than ever before. Empower your management teams with actionable insights into what’s actually happening with the business so they know where and how to react.

For example, while other applications may track general “Contraction,” they lack visibility into the underlying causes of revenue retention issues. SaaS Intelligence exposes the distinction between Downgrades and Markdowns to illuminate product-related attrition issues versus sales price reductions and discounting behaviors. Both of these will result in Contraction, but knowing exactly what’s happening on which Products for which Customers enables more effective action planning.

You'll even be able to isolate foreign exchange impact on the CMRR of multicurrency contracts. For example, where there are CMRR gains attributed to foreign exchange rates changing from the time of contract inception to renewal, SaaS Intelligence actually shows you how foreign exchange fluctuations are hurting or helping your CMRR growth.

Get the utmost visibility into attrition

Churn is an incredibly important and highly visible metric that drives a lot of your activities, so it's important to get it right. The last thing you want to do is inflate Churn and have the business in a frenzy. At times, customers can be delayed in renewing, so SaaS Intelligence does not immediately move CMRR to Churn at the end of a subscription. Instead, the late renewal status of customers is apparent to your business by tracking past-due renewals in “Pending Renewal CMRR,” allowing you to keep a pulse on potential churn, but without forcing that decision prematurely. In this way, the business can appropriately and proactively address late renewals or customer churn risks.

And if the customer is ultimately lost, the system allows for custom categorization via Churn Reasons (e.g., customer satisfaction, acquired, bankruptcy, etc.), which can be segregated into Avoidable or Unavoidable Churn for enhanced analysis. Not every churn event is the same, and certainly shouldn’t be treated as such!

And what about those customers that failed to launch and never generated revenue? Don’t fret: SaaS Intelligence enables you to Cancel (not Churn) those customers to more clearly distinguish and segregate those which were never fully onboarded in the first place. You get to decide how that type of customer situation is treated.

You get dozens of SaaS KPIs and CMRR categories

With SaaS Intelligence, you get real-time visibility into all the standard, SaaS finance metrics you expect, and more importantly, the ones that you didn’t. You'll have a robust selection of key SaaS metrics that enable you to understand the health and trajectory of the business.

actionable insights with SaaS Intelligence
Quest Analytics easily measures subscription KPIs

Technology company discovers actionable insights with SaaS Intelligence

As the company moved more of its products and services to the cloud, it became clear that Quest Analytics should be measuring itself against subscription business model metrics and evaluating its business as a software-as-a-service (SaaS) company.

According to Robertson, "We found ourselves often saying ‘What does the spreadsheet say?’ and then ‘But what does SaaS Intelligence say?’ and that process has taught us a lot about our assumptions and our policies around SaaS metrics. It gives you the flexibility to look at things differently, to challenge your assumptions, and to look at true KPIs. It spurs conversations we didn’t use to have around things like customer acquisition cost (CAC) and customer lifetime value (CLTV)."