SaaSOptics for QuickBooks
The B2B Subscription Manager

quickbooks subscription analytics

Subscription Metrics & Analytics Made Easy

MRR/ARR Momentum™, Customer Lifetime Value, Cohort, Projections, & more

Got 3 Minutes?
Spreadsheets were a good way to start.
Until your business started to grow.
It's going to get worse until you make the switch.
Dump the spreadsheet - get SaaSOptics now!

MRR Momentum™ Reports

You will recoup your investment in SaaSOptics in no time with the time you save with our MRR and ARR reporting.

No one does a better job of reporting on recurring revenue, and spreadsheets don't come close.

It’s easy to spit out a pretty chart these days, and there are plenty of tools now doing just that.

What makes SaaSOptics’ MRR/ARR reporting different?

Data Integrity
MRR and ARR data is created using sophisticated algorithms and as a by-product of creating and managing your GAAP financials. Integrity and accuracy exception reports and recasting functions also make it easy should you decide to change the rules on how you calculate MRR and ARR.

When you have thousands and thousands of transactions, how do you know the roll up numbers are correct? You drill down from the summary to whatever level of detail your want.

Our highly configurable MRR Momentum™ report can calculate using MRR, ARR, Amount, and even Quantity. You can run it by Contract or by Customer, with filters, by product or product group, by currency, and on and on.

A Customer’s Complete History


Exportable Summary

Drill Down for Finer Detail

Customer Lifetime Value

What’s your business is worth? Simply enter your discount rate, gross margin, and any segmentation you would like, click and go. Customer Lifetime Value reporting its essential for board communication and critical for capital raises, loans, and any type of subscription business financings. With the ability to run by segments, channels, products, sales reps and more, SaaSOptics CLV reporting empowers better decision making, making it easy to figure out where your highest value customers are.

Revenue Metrics

Customer Metrics

Cohort Analysis

Cohort analysis is an essential park of subscription analysis, and no one does it better. Cohort reports can be run by MRR, ARR, Quantity/Seats, Average MRR/ARR, Customer Count and more. And, you can run Cohorts by industry, market segment, and many other cohort dimensions.

Classic Cohort

Average Industry MRR

ARR Cohort by Relative Quarters

Customer Count Cohort


SaaSOptics includes a powerful forecasting tool that projects into the future the revenue and billing streams from existing contracts and future renewals. Using renal probabilities in the transactions themselves or in the report definition, you can project up to five years. Projections can be defined for market segments, selected projects, channels and other dimensions. Projections can include bookings, revenues, and invoices, and can be performed in monthly, quarterly, annual periods.
Subscription Cash Flow Projections

Customer Count

Simple question, right? Not always. How do you count your customers? By invoice, revenue, or active subscription? It doesn't matter in SaaSOptics, we can count by any.
Customer Count Subscriptions

You can’t run your subscription business by spreadsheet any longer.

If you are involved in operating any subscription business, you know your financial accounting system only provides a few of the many KPIs and metrics needed. For renewal rate, churn, customer lifetime value, revenue projections, cash flow and renewal projections, you turn to your subscription spreadsheet. Your Excel guru struggles to code and maintain that error-prone spreadsheet with countless complex formulas and equations. It's fragile and risky, but you depend on it (and him) to generate the key information you need to make operating decisions in marketing, packaging, service, sales, and product planning.

Track & Measure Subscription Metrics

Quickly and easily target and measure performance against metrics like these:
  • Monthly Recurring Revenue (MRR)
  • ARR
  • CLTV
  • New Bookings
  • Total Contract Value
  • Churn
  • Projected Bookings
  • New Customer Count
  • Renewal Rates
  • Class Of Analysis
  • Renewal Rate by Segment
  • Renewal Bookings Projections
  • Upgrade & Up Sell Performance
  • Cancellation Projections
  • Cancellation Counts
  • Total Revenue Projections
  • Average Deal Size
  • Backlog
  • Life Cycle Renewal Rates
  • Cohort Churn
  • Renewal Booking Projections
  • Total Revenues
  • Normalized Contract Values
  • Renewal Revenue Projections
  • Revenues by Market Segments
  • Lost Revenue Projections
  • Waterfall Analysis
Remove risk, improve company valuation, speed through audits, and always be prepared for board meetings, investments, and m&a!

• Easy GAAP-compliant subscription revenue recognition
• Best practices daily computation and 25 other methods
• Close dates, with close period revenue catch-up
• Support for professional services rev rec
• Revenue allocation
• Milestone triggered revenue recognition
Robust invoicing & payment functions for maximum efficiency and improved cash flow:

• Annual, quarterly, monthly, ad hoc, and 18 other invoicing options
• Milestone triggered invoicing
• Complete syncing with QuickBooks
• Email invoices from SaaSOptics
or from QuickBooks
• Support for bundled Items and sales tax
• ACH and card payments through Intuit or Stripe

Let’s Get Started

SaaSOptics is the only dedicated B2B SaaS Subscription Financial Operating Platform, built from the ground up to meet the needs of B2B subscription businesses from ear;y stage to mature.

Now serving over 300
customers, and over $2 billion in annual subscription revenue and invoicing.
Cloud Financials  For QuickBooks
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