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Getting Started

Welcome to SaaSGrid! Here are some tips to get started.

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Data Sources

Everything about how to get your data into SaasGrid.

• Segments and Filters for HubSpot & Salesforce
• Stripe Rules Flow
• Rules Flow for Accounting Data
• Connect QuickBooks to SaaSGrid

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Charts & Reports

Learn how to create customized charts on SaaSGrid!

• Add and Remove a Metric from a Chart
• Making Plans in SaaSGrid
• Display Settings for Charts
• Metric Groupings
• Segmenting Metrics

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Workspace & Dashboards

A collection of Charts, Reports, and Plans powered by the same Data Sources.

• What are Dashboards?
• Sharing your Dashboard
• Configure Overview

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Troubleshooting

Problems you might run into, and how to resolve them.

• Troubleshooting Files
• My data isn't showing up in SaaSGrid!

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User Management

User and Organization Management

• Inviting Users to SaaSGrid
• Creating a Secondary Organization
• User Roles
• Setting up SSO for SaaSGrid

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