Choosing the right SaaS tools

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Tracking, monitoring, and reporting SaaS metrics requires special attention, especially because of the dispersed nature of the data you need. Take customer acquisition cost calculation as an example.

Total sales expense includes salestech subscriptions, consultant fees, travel expenses, etc., each from a different source
Total marketing spend includes martech subscriptions, ads, sponsorships, events, travel expenses, etc., each coming from a different source.
The number of net new customers is likely to be found in the CRM
To calculate a simple metric like CAC, you need a tool that integrates with a dozen sources, including a customer relationship management (CRM) platform. As the complexity of your metrics increases, your SaaS tools become increasingly important.

When choosing a SaaS tool to track your metrics, keep the following in mind.

Goal tracking
Is your metrics management tool also a goal tracking app ? Does it allow you to set goals for each metric and track progress on each one in real time? ClickUp Goals is designed to do exactly that.

ClickUp Goals

progress tracking towards multiple foals related to roll-up progress_

In ClickUp you can set goals such as task completion, numeric, monetary, or true/false and track them in real time.

For example, if you are tracking customer concentration, you can set a goal to monitor whether the coo email list top 20% of customers are generating less than 60% of revenue. You can also choose to set up an alert for the sales manager if this goal is not met.

Not sure where to start? Here are some 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 biggest nightmare. So, choose a growth hacking tool that integrates effortlessly with a number of other tools.

Going beyond simply pulling information from a spreadsheet, you might be able to dynamically import data from various tools, such as HubSpot, Salesforce, Google Forms, Typeform, etc. ClickUp can do all of this and much more. Using ClickUp’s public API, you can also build your own custom integrations based on your needs.