So, pick the top 5-7 metrics that matter most to you. If you’re an early stage startup, focus on lead generation, conversions, and CAC. In the first year, if you’re tracking customer lifetime value, you might not get the full picture because you won’t have enough data on customers moving through the entire lifecycle.
If you’re in the growth stage, measure MRR, ARPU, and runway. This is the stage where you’ll continue to optimize your sales and marketing strategy. So focusing too much on funnel or compliance metrics can slow you down.
As a mature startup, think about CLTV, revenue from expansion, and detailed funnel metrics. By now, if you still have trouble calculating CAC, you are in serious trouble.
Consider your business model, goals, investor expectations, growth stage and choose the metrics that are right for you.
Choose the right SaaS tools
Tracking, monitoring, and country code +36, hungary phone numbers reporting SaaS metrics requires special attention, especially given the distributed nature of the data needed. Take customer acquisition cost calculations, for example.
Total sales expenses include salestech subscriptions, consultant fees, travel expenses, etc.
Total marketing spend includes martech subscriptions, ads, sponsorships, events, travel expenses, etc.
The number of net new customers is probably in the CRM
To calculate a simple metric like CAC, you need a tool that integrates with a dozen sources, including your customer relationship management (CRM) platform. As metrics become more complex, you need the following tools SaaS tools are becoming increasingly important.
When choosing a SaaS tool to track metrics, consider the following:
Goal tracking
Is the metrics management tool also a goal tracker ? Does it allow you to set goals for each metric and track your progress against each in real time? ClickUp Goals is designed to do exactly that.
ClickUp Goals
Tracking progress towards multiple related foals with developing progress
With ClickUp you can set goals as completed tasks, numeric, monetary, or true/false statements and track them in real time.
For example, if you track customer focus, you can set a goal to track whether your top 20% of customers are generating less than 60% of revenue. You can also set an alert for your sales manager if that goal isn't met.
Not sure where to start? Here are some examples of goal setting templates to get you started on your journey.
Integrations
Manually entering data into any tool to create a KPI dashboard is a SaaS leader’s worst nightmare. So, you need to choose a growth hacking tool that integrates effortlessly with a variety of other tools.
Going beyond simply extracting information from a spreadsheet, it can dynamically import data from various tools like HubSpot, Salesforce, Google Forms, Typeform, etc. ClickUp can do all of this and more. With ClickUp’s public API, you can also create your own custom integrations based on your needs.
Visualization
Startup leaders tend to review their data weekly, if not daily. It’s not worth the time to look through hundreds of rows and columns. You need clear and engaging data visualizations.
ClickUp Dashboard for Marketing Campaign
use multi-faceted metrics in easy-to-understand visualizations with ClickUp Dashboards_
Dynamic, fully customizable ClickUp Dashboards help you get all the important information at a glance. Pre-designed widgets help you track what's important to you, whether it's team performance, budget utilization, or sales overview.
When you use ClickUp as your marketing and sales project management platform, it elevates your insights with 360-degree business context. For example, you can draw connections from cost per lead to CAC in one place.
Templates and structures
A good SaaS performance reporting tool must also allow you to get started quickly. The best way to do this is with pre-designed templates like ClickUp.
