A performance report is the perfect document to measure your progress as a SaaS business.
老实说，这个单行句子无法捕获衡量这一成功的程度可以帮助您发展应用程序。只有当您使用绩效报告陷入困境时，您才能准确地了解此类报告的有多么有益。
But you’ve only just made up your mind on creating a performance report, isn’t it? Or you’ve been tracking one but are unsure how you can drive the most value from it.
Either way, we’ve the information on how a performance report can help you – straight from the horse’s mouth, people who’ve been in the SaaS industry and have been using performance reports for years.
实际上，在成熟阶段，我们与之交谈的人中有50％的人处于成长阶段。只有19.2％的人处于早期阶段，其余3.9％不确定其SaaS阶段。
Now let’s see how other SaaS businesses used performance reports to improve key business processes and grow their product.
- 允许您建立现实的目标
- Gives you real-time updates
- 改善潜在客户的产生和营销
- Helps identify progress by measuring goal and objectives
- Provides better market data insights
- 支持产品开发
- Helps provide better customer experience
- Helps with website improvement
- Helps improve app performance
1. Allows You to Establish Realistic Goals
To begin with, Jonathan Baillie Strong fromSpotlight Podcastingshares the value of a performance report for helping you set challenging yet achievable goals.
“As a manager, one of your key responsibilities is to establish team goals. If statistics are to be believed, this very attribute, while potentially beneficial to the team, can also be its downfall,” Strong writes.
“As we grow, we’re usually required to stretch ourselves even more. This is also true in the business sector. You’re forced to stretch your ambitions to accommodate more and more tasks as additional demands come in,” admits Strong.
“我们倾向于设定不切实际的目标，无论我们在途中努力奋斗，这些目标是无法实现的。归根结底，您可能还没有实现不现实的目标而用尽了团队成员。”
解决方案？“A robust analytics system,” according to Strong. “A performance report provides you with a clear image of how far your team can go, allowing you to set a more realistic target that can be accomplished with a little extra effort.”
Essentially, your performance report gives you an idea of what it is that you can achieve in a defined period without burning out the team. From there on, you can setSMART goalsthat support growth while ensuring the team doesn’t overwork to deliver results.
Related:How to Improve Your Business Bottom Line By Setting Goals and Alerts in Databox
2.给您实时更新
“如果您是一家小型企业，只有不到10名员工，每月的潜在客户流入率不到100，那么Excel表可以简单地跟踪它们，”Provectus Digital’sNabeel Keblawi observes.
“But what happens if the clients grow, especially in the SaaS business? Requesting that your sales team keep a manual record of their performance is cruel. However, having a CRM that can provide you with real-time performance reports makes things easier for you and your team,” shares Keblawi.
“Your sales process can become more complicated as your company grows. The performance report can take your new processes into account and track all of your agents’ activity. Having real-time reporting allows you to monitor the health of your processes and, if necessary, take corrective measures.”
A lot of our contributors are fans of real-time reporting as well. When it comes to reporting on performance, the experts we surveyed mostly rely on spreadsheets, presentations, and centralized dashboard solutions (such as Databox). Hardly a quarter of them go without documentation.
Keep in mind that performance reports that automatically track updates improve team productivity as it gives them space for focusing on sales-driving activities. For example, more time for building their relationships with customers.
3. Improve Lead Generation and Marketing
INK’s亚历山大·德·里德（Alexander de Ridder）指出，绩效报告有助于以下三个关键领域：营销，潜在客户产生和演示。
Here’s De Ridder explanation for how performance reporting helps in the three departments:
“Analyzing performance reports helps us improve our targeting and messaging for marketing. They allow us to better answer the intent of our prospects for lead generation. And, they are data gold for demos as they help us identify — who, when, and how to get more registrations for demos.
De Ridder isn’t alone in thinking that a performance report helps in these areas. Our respondents agree as well, saying performance reports benefit lead generation the most.
Next, they think the reporting helps with prospecting, demonstrating, qualification, closing, operations, and finally marketing (in that order).
For all these benefits though, De Ridder creditsMRR/LTV/CAC作为最重要的指标。他们还说另一个指标：每月活跃用户（MAU）“因为它与我们的激活指标密切相关。”
Our respondents are on the same page here. But while they say MRR and LTV are important reporting metrics, Quick Ratio (a metric that assesses a company’s growth ratio in terms of the recurring revenue it brings in despite the churn) is considered the most important metric.
Other metrics that are important to track in performance reports include:客户流失率, Net Promoter Score (NPS), and CAC (Customer Acquisition Cost)
4.通过衡量目标和目标来帮助确定进度
“Performance reporting helps us identify our company’s progress, measuring set goals and objectives against the met targets,” Harriet Chan fromCocoFindernotes.
“As such, we can identify the strategies that are producing the most desirable results,” Chan highlights.
“根据定期报告，我们可以预测并计划未来。我们使用软件进行了会计和簿记，项目管理和其他功能的业务流程。它有助于减少手动完成的大部分工作，因此我们可以专注于其他活动，例如与客户建立关系。”
简而言之，绩效报告的数据可以帮助您：
- See how well you’re achieving your set objectives and goals.
- Reduce manual work by automating business processes.
- Improve strategic decision-making by using data to back decisions and growth tactics.
PRO TIP: Are You Tracking the Right Metrics for Your SaaS Company?
As a SaaS business leader, there’s no shortage of metrics you could be monitoring, but the real question is, which metrics should you be paying most attention to? To monitor the health of your SaaS business, you want to identify any obstacles to growth and determine which elements of your growth strategy require improvements. To do that, you can track the following key metrics in a convenient dashboard with data from Profitwell:
- Recurring Revenue.See the portion of your company’s revenue that is expected to grow month-over-month.
- MRR overview.和损失来回查看不同的贡献m MRR from different kinds of customer engagements.
- Customer overview. View the total number of clients your company has at any given point in time and the gains and losses from different customer transactions.
- Growth Overview. Summarize all of the different kinds of customer transactions and their impact on revenue growth.
- Churn overview.Measure the number and percentage of customers or subscribers you lost during a given time period.
If you want to track these in ProfitWell, you can do it easily by building a插件仪表板that takes your customer data from ProfitWell and automatically visualizes the right metrics to allow you to monitor your SaaS revenue performance at a glance.
You can easily set it up in just a few clicks – no coding required.
To set up the dashboard, follow these 3 simple steps:
Step 1:Get the template
Step 2:将您的Profudwell帐户与DataBox连接。beplay体育appios
Step 3:Watch your dashboard populate in seconds.
5.更好的市场数据见解
The team atSpyic还为绩效报告带来了巨大的好处。
凯瑟琳·布朗（Katherine Brown）分享说：“绩效报告有助于建立一个可靠的沟通网络，以收集和传播业务和市场数据，传达当前和预测未来的进步，以及对那些利益相关者的地位，以更加熟练。”
本质上，拥有正确的数据可以帮助您轻松地将SaaS的绩效传达给利益相关者。
On top of that, the useful insights that are packed in a performance report such as your NPS and CAC values help you improvise your growth strategies.
6.支持产品开发
Cocodoc的Alina Clark opens up about how their performance report helped them provide more value to their users while improving their product.
克拉克承认：“我们作为一家企业的头几个月被两件事统治了。大量未转化的前景和同样大量的流失。考虑到这一点，我们总是在将水作为一项企业，因为我们总是在企业中失去顾客。”
隧道尽头的光线：尤其是“追踪铅和流失率”的绩效报告。这样做给了团队“一份业务报告，迫使我们改变了我们开发产品时所设想的业务的几乎所有内容。”
Put simply, Clark says, “performance reports act as pointers to things that are working and those that simply repel the customers.
“For instance, our performance report showed us that we were not offering as much value as we thought we did. Therefore, we had to change the pricing on our product and think about increasing the features in order to offer enough value for the prospects,” recalls Clark.
Related:How 20+ Freemium SaaS Companies Increased Signup-to-Customer Conversion Rate
7.帮助提供更好的客户体验
Not only did performance reporting help Clark’s team at Cocodoc improve their product and rethink their pricing but “performance reports also guided changes in our customer experience system.”
“The CX wasn’t as good, and that’s why we had a high churn rate,” Clark notes.
This is a benefit that theMilkwhaleteam also derived from their performance reports.
“It has definitely improved our customer service significantly,” Andre Oentoro shares. “We’ve learned from the reports on what we need to improve, what we need to cut back, and what we can implement to further improve our customers’ experiences.”
Related:The 15 Most Important Customer Success Metrics for SaaS Companies
外卖？如果您想在赢得（和保留）良好客户服务的赢得（和保留）用户方面，请在调整客户服务和支持策略时，请密切注意绩效报告中的客户流失率。
8.改进您的网站
For SaaS businesses, it’s essential they offer a fast-loading website that provides value by answering questions visitors frequently ask.
Using their performance reports, Eden Cheng atPeopleFinderFreeundertook this task of improving and optimizing their website.
“We started monitoring the received feedback and reviews in-depth from our performance reports recently,” shares Cheng. “These reports gave us an idea that our website was a bit slow and some important features were not being accessed by users often.”
解决方案？Cheng说：“我们更改了UX/UI流程，在用户体验基础上进行了更多的工作，并重新设计了网站。”“除此之外，我们提高了网站的负载速度，并增加了一些支持代表。”
All this helped their team see “improvement in customer retention and conversion rate. We hired more research and UI professionals too.”
Related:Are Your Website Conversion Rates Dropping? Try These 20 Tips
9.有助于提高应用程序性能
最后，性能报告也有助于优化应用程序性能。
The Trusted House Painter团队,例如,这些任务of what they learned in their performance report.
Paul Stein highlights, “The key metrics are load times to Average time in-app. We are always trying to improve UI and UX, so these performance reports have made us realize that we need to add more time and energy into maintaining a good experience.”
绩效报告可以帮助您以更多的方式发展SaaS。从改善潜在客户的生成到吸引用户到通过降低流失率来帮助保留他们，您可以从性能报告中获取一些指导数据的金矿。
只需确保在尝试使用不同的营销，销售和增长策略之前和之后跟踪基本指标。
