Chelsey Fang
Last updated: 6 March 2025
SaaSGrid pulls revenue, sales, costs, billing, costs, cash, and headcount data from different sources into workspaces. Each data source can unlock metrics in SaaSGrid, and multiple data sources can be used to calculate composite metrics.
Data Category | Integration | Example Metrics |
|---|---|---|
Revenue | CRM, Stripe, Quickbooks, Xero, Sage Intacct, Netsuite, Files | ARR, MRR, Retention, New Sales, Expansion, Churn |
Sales | CRM | Pipeline amount, win rate, sales cycle length |
Billing | Stripe, Quickbooks, Xero, Sage Intacct, Netsuite | Invoice Amount, Overdue Invoice Count, AR Aging |
Costs | Quickbooks, Xero, Sage Intacct, Netsuite, Files | S&M Expenses, R&D Percent of Revenue |
Cash | Quickbooks, Xero, Sage Intacct, Netsuite, Files | Ending Cash Balance, Cash from Finance |
Headcount |
To configure Workspace Data, navigate to Workspace Data in the left navigation pane and click on Configure in the top right corner.
Workspace data sources can be configured in the menu shown below, where admins can select which data sources map to which data categories in SaaSGrid.
To add a new data source, select + Add Data Source. All available integrations will be listed here, as well as the data categories that they map to.
Select the integration to add in to the workspace. SaaSGrid will allow admins to either connect an existing integration, or create a new integration. Once added, admins can configure the mapping of the data source to the appropriate data category, and add or delete additional data sources.
