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Each Data Source has its own page. For CRMs, you can look through your customer and revenue information, be informed of any issues in your data, create and view Segments, and adjust your settings.
Customers
The Customers tab displays customer information. In this view, users can see start and end dates, initial and current revenue, and current status. Customers can be filtered by status, start cohort, and issue types that SaaSGrid has detected.
Clicking on a customer name leads you to the Customer Detail Page. You can view the evolution of their ARR, as well as the Start and End Dates for each new Contract, Amendment, and Renewal. At the top, you see their Salesforce Account ID and additional attributes.
Click on the Integration logo to see your customer information directly in your integration account. To add a new attribute for your customer, click on the blue Edit button on the left side.
Issues
Under Issues, you can see any issues related to your data.
Check out this article for a complete overview of all CRM related issues.
ARR Movements
Under ARR Movements, you can see the latest updates to your customer base with a list of recent deals. Users can change the data range to track revenue movements and toggle between live and contracted ARR.
Revenue
The Revenue tab breaks down your customer contracts into monthly revenue. You can adjust for your date range, aggregation, and whether you want your revenue to be reflected in MRR or ARR.
At the bottom of the page, SaaSGrid details any non-recurring revenue.
Segments
Here you can create, edit, or delete any Segments. Segments can be created per integration source. Reference this article on Segments for more information.
Settings
Under Settings, you can adjust how SaaSGrid reads your Salesforce Data. Set up your Opportunities, Amount, Start and End Dates, and Filters.