Overview
SaaSGrid is the dashboarding tool built specifically for Saas companies, setting the standard for how Saas metrics are calculated, analyzed, and reported.
SaaSGrid + Xero
SaaSGrid pulls in your Journals and Accounts from Xero, which you can then map to SaaSGrid's categories to power your dashboards, charts, and reports in SaaSGrid.
Getting started
Connect your Xero account and use it as a data source to power our dashboarding and analysis tools. After you've connected your Xero account and we've pulled in Journals and Accounts, you will be prompted to map each of your Xero Accounts to one of SaaSGrid's categories (R&D, S&M, G&A, COGS, Cash, Cash from Financing) or to ignore transactions from the Account. It's as simple as that. You can now track the most important metrics you need to run your business, all powered by live data directly from your Xero account.
