这software as a service (SaaS) industry straddles the line between product and service. You’re selling a product, but it functions as an ongoing service. As a result, you need to track a wide variety of metrics related to growth, sales and customer satisfaction for the best chance at success.
If your SaaS business doesn’t already use dashboards to measure and analyze data, you’re missing out on their productivity benefits. Let’s learn more about SaaS dashboards and what databoards and KPIs you should monitor.
Time to get started.
什么是SaaS仪表板？
Adashboard, also called a18beplay官网
, is a data visualization tool that displays your most important metrics in one place. It can include data representations like:
- 线图
- Pie charts
- Bar graphs
- 表
- Numbers and number comparisons
- Funnels
- 管道
- 进度条
- 仪表
Most dashboards feature different but related metrics that you can analyze together. For example, you could make adashboard with time tracking metricsacross your team so you can see them all in one place. Or, you couldpull data from different ad platformsto look at your overall ad performance.
为什么要使用SaaS仪表板？
是什么使仪表板与出色的电子表格或报告不同？很多。当您为SaaS业务使用仪表板时，您将享受这些好处：
- Visualization:Dashboards translate data from multiple sources into graphs, charts and other visualizations that make it easy to compare them.
- Consolidation:您可以在一个地方访问所有顶级指标，从而节省时间和精力。
- Real-time info:No need to wait for monthly reports — check your dashboard at any time for real-time updates on your data.
- 数据优先的工作流程：When you integrate databoards into your daily workflow, you’ll encourage a data-driven culture at your organization where everyone can use data to improve.
When you use the right databoards for your SaaS organization, you’ll have more accessible data and more efficient analyses.
PRO TIP: Are You Tracking the Right Metrics for Your SaaS Company?
作为SaaS业务负责人，您不乏可以监视的指标，但真正的问题是，您应该最关注哪些指标？为了监控SaaS业务的健康状况，您想确定增长的任何障碍，并确定增长策略的哪些要素需要改进。为此，您可以在方便的仪表板中跟踪以下关键指标，并使用Profellwell的数据：
- 经常性收入。请参阅公司收入的一部分，预计每月将增加一个月。
- MRR概述。View the different contributions to and losses from MRR from different kinds of customer engagements.
- Customer overview。查看公司的客户总数公顷s at any given point in time and the gains and losses from different customer transactions.
- Growth Overview。总结所有不同类型的客户交易及其对收入增长的影响。
- Churn overview.测量在给定时间段内丢失的客户或订户的数量和百分比。
If you want to track these in ProfitWell, you can do it easily by building aplug-and-play dashboardthat 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:Connect your Profitwell account with Databox.
步骤3：在几秒钟内观看仪表板。
专家使用哪些SaaS仪表板？
We consulted 17 SaaS professionals about the dashboards they consider essential in the industry. The majority, 88.2%, work directly at SaaS companies, while agencies and investors that work with SaaS organizations made up 5.9% each.
Most of these experts have used databoards for at least a year. While 64.7% of them have 1 to 5 years of experience with dashboards, 17.6% have more than 5 years of expertise.
我们调查的专业人员中有一半以上使用仪表板进行关键指标，增长，市场营销，客户指标和销售。大约30％使用财务和用户体验仪表板。
When we asked what dashboard they would choose for a SaaS business if they could only pick one, the experts we consulted named these five dashboards:
- 客户保留仪表板
- 每月经常性收入（MRR）仪表板
- 净收入保留（NRR）dashboard
- Sales dashboard
- Web analytics dashboard
1.客户保留仪表板
这SaaS industry’s subscription model requires you to stay on top of your customers’ reception to your product. Customers who continue using your software contribute to ongoing profits and a more stable business. A customer retention dashboard helps you track how many customers stick around to indicate your revenue’s overall health.
“The customer retention rate dashboard would be my pick for the most essential dashboards in any SaaS business,” says Sally Stevens ofFastPeopleSearch。“The phrase ‘customers are always right’ is most important in any SaaS business.”
史蒂文斯继续说：“拥有长期忠实的客户是品牌信任的标志。客户保留率仪表板最终将为您提供对客户满意度的见解，以及为了减少客户流失而需要改进的事物。”
Some of the most important客户保留指标请密切关注您的客户忠诚度率，客户流失率和用户挫败感。
Try using Databox’s客户成功概述仪表板as part of your customer retention databoards. It combines service and revenue metrics to help you see how your service affects churn — the number of customers you don’t retain every month.
2.每月经常性收入（MRR）仪表板
Monthly recurring revenue (MRR)指您每月可以从SaaS订阅中获得的常规收入。这是每个SaaS组织的利润中的骨干，因此使用数据库来跟踪它是不费吹灰之力的。
“The dashboard I would choose as an essential for SaaS is monthly recurring revenue,” Ravi Parikh fromRoverPassconfirms. “MRR is an essential dashboard because it doesn’t just show how successful your business is right now. It helps you predict how successful it will be in the future.”
“通过对客户每月为您的软件付款的快照，MRR仪表板可以有效回答诸如：‘我们在登上足够的新客户吗？我们是否有效地提高了我们的产品？我们是否正在产生一致的收入来源？’我确保将其包括在我们的每份季度报告中。” Parikh总结道。
MRR analyses work well when you compare them to customer activity data. Try the条纹（MRR和Churn）仪表板for Databox if you want to see your MRR in comparison to customer churn.
3. Net revenue retention (NRR) dashboard
净收入保留（NRR）捕获您在给定时期内保持的经常收入。它使您对MRR的细微差别介绍了升级，降级和搅拌的MRR。
Dan Rua from海军上将：访客关系管理公司这样解释说：“ [NRR衡量]在滚动队列中，所有客户的收入变化百分比变化，通常会查看12个月的变化，包括扩张，收缩和每个队列的流失。SaaS野兽的单个数字（最好是100％以上，但高达130-150％+），这说明了SaaS业务的产品/市场拟合度，粘性，规模潜力，最终是企业价值。”
在海军上将NRR如何发挥作用吗?“NRR been a particularly valuable metric for Admiral because of our multi-module ‘land & expand’ approach to Visitor Relationship Management (VRM) — reminding us that it’s not just about closing customers and moving on, but instead increasing our value to customers over time — and that results in consistent growth and solid NRR,” Rua says.
In other words, while MRR shows you if you’re getting consistent revenue, NRR demonstrates if you’re increasing those ongoing profits sustainably.
这Profitwell Revenue Trends Dashboardexplores multiple aspects of your MRR to help you calculate metrics like NRR. Give it a shot if you’d like to start tracking your ongoing revenue.
4. Sales dashboard
销售数据库包括对获得和保留SaaS客户至关重要的信息。由于销售领域涵盖了许多实践，因此这些仪表板有各种形式。
You might use them to track metrics and trends like:
- Your highest-priority sales KPIs
- Sales rep performance
- 销售预测
- Competitor performance
- Overall pipeline performance
“For me, the sales dashboard is the heartbeat of the company, as it shows attrition rate, new client onboarding rate, and everything else you need to keep an eye on churn and your business as a whole,” says Rich Kahn from阿努拉解决方案。“特别是对于一家SaaS公司，所有这些活动部件都是至关重要的，这就是为什么销售仪表板是我使用的最重要的仪表板的原因。”
Think about the sales metrics that you keep coming back to and consider turning them into your company’s heartbeat — your main sales dashboard.
Looking for an all-rounder sales dashboard to get you started? ThePipeline Performance dashboardfor Databox combines your sales and marketing data into a single pipeline to show you how those two parts of your business work together.
5. Web Analytics仪表板
Today, most marketing happens online, with an organization’s website at the center of its marketing. This rule especially applies to SaaS businesses competing in the tech industry.
在Bretnbeyond, Andre Oentoro considers their web analytics dashboard a top priority. “A website is our primary vehicle for sales and prospecting. So, monitoring the traffic, visitor analysis and behavior, and other metrics regarding the website is really important to us,” Oentoro says.
Most web analytics databoards pull from platforms like Google Analytics to display page views, link clicks and user behavior. More popularwebsite engagement metricsto measure include bounce rate, average session duration and returning visitors.
Consider also analyzing your web metrics in an归因报告alongside your dashboard to see which parts of your website make the most impact on subscriptions.
Databox users can use theGoogle Analytics（分析）网站参与仪表板为了广泛概述其网站指标。它为受众概述，用户计数，顶级页面和许多其他指标提供了概述，以帮助您一眼了解网站性能。
顶级KPI将包括您的SaaS仪表板
We’ve already covered some of the most important KPIs to cover in your dashboard by way of dashboard type. Some more critical KPIs for SaaS dashboards include:
- Signups:这number of people who sign up for your software subscription
- 产品-qualified leads (PQLs):Customers who have a high chance of becoming paying customers
- Organic vs. paid traffic ROI:这return on investment you get from non-paid traffic vs. paid traffic like ad visitors
- 向客户的转换率：您将铅/免费用户转换为付费用户的费率
- Average revenue per account:这average amount of money you earn per user
- Customer acquisition cost (CAC):销售和的平均数量的钱你付marketing to close a deal
- Net promoter score:这likeliness that customers would recommend your business to others
- Customer lifetime value (LTV):这total revenue you expect to earn from a customer’s time as a paying subscriber
You can learn about these metrics and others in our有关SaaS公司跟踪的重要指标的博客文章。Great inspiration for your next databoard!
Build Your First SaaS Dashboard for Free
Now that you know what goes into a SaaS dashboard, it’s time for you to build your own. Did you know that you can get started for free?
Create your Databox account for free todayto begin capturing your metrics in dashboards. You can work with three data sources at no cost.
Need help building a SaaS databoard?第一个在我们身上。
