Role-Based Dashboards

At the heart of SaaSOptics is a powerful reporting and analytics engine ready to leverage your financial data.

Put it to work with highly configurable dashboards for every role in your business. 

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Chief Executive Officer

As a CEO of a fast-growing SaaS business, you need insight into the drivers of your business growth using both financials and analytics. You need to see growing revenue, react quickly to churn, and have real-time insight into MRR and ARR.  

With SaaSOptics, your metrics and analytics are Inherently tied with your system of record. That means you can have confidence in the numbers behind your reports.


Chief Financial Officer

As a CFO, you need accurate insight into your financial operations and be able to make informed decisions and projections. You need the ability to think both tactically and strategically about your business.

No manual processes needed. These reports give you a real-time view of revenues by product or by customer, along with the drivers of business performance like new, expanding and lost customers. 


As the power user of SaaSOptics, you need to be the first to know of any misreported revenue or outstanding invoices. You are alerted of any out of balance conditions with steps to resolve.

Our custom widgets deliver real-time views of revenue reporting, invoicing, and customer on-boarding. These reports are designed to streamline your month-end close process and speed through audits.



The bookkeeper dashboard is designed to streamline daily financial operations. At a glance, you can see which transactions are renewing, all invoices to be sent, all payments received or pending, and expected cash flow for the upcoming quarter. You can be confident in the accuracy of your books and financial statements.

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"SaaSOptics has pulled SaaS revenue recognition out of the dark ages! Accurate revenue recognition and other critical metrics such as MRR can now be generated in real time."

Eric Rosenberg, DUO Security

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