Real-time reporting, without the data wrangling.
Unite your CRM, billing, and accounting data to get clean, standardized reports on ARR, cohort behavior, and much, much more.
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B2B businesses need line of sight into core metrics like ARR, retention, and pipeline – but it’s difficult for them to turn their disconnected data into usable insights. This leads to endless CSV downloads, manual reconciliation, and misalignment across teams.
Revenue data is scattered across too many systems
CRM, billing, accounting, and spreadsheets all tell slightly different stories, and none of them fully agree.
It takes too much manual reconciliation to answer basic questions
Teams spend hours or days exporting, cleaning, and stitching data together just to explain ARR, churn, or growth.
Metrics are different depending on who you ask
Sales and finance have their own definitions of ARR, which leads to confusion and lost trust.
One person becomes the data bottleneck
Any new cut of data requires hours of analyst work, leaving leaders waiting for answers.
No shared visibility across Finance, RevOps, and GTM
Teams operate in silos, reviewing different dashboards and debating numbers instead of acting on them.
From ARR and MRR to retention and churn and beyond, Grid has offers over 150 pre-built SaaS metrics to get you started, all of them designed for SaaS best practices.
From Opportunities created to pipeline velocity and conversion, get an accurate, detailed look into your sales performance.
See formulas and drill down into the customers, deals, and products that make up your numbers. Never be in the dark about your metrics.
Never download to csv to reconcile and calculate metrics. Grid data is real-time, automated, and fully configurable.
Build customized charts and reports with rules, settings, styles, and colors to fit your company's needs.
Build custom dashboards for your executives, board, and functional leads so everyone has the exact data they need to do their jobs.
Turn revenue clarity into a competitive advantage.
Grid gives Finance, RevOps, and leadership a single, trusted view of revenue. Instead of reconciling data or debating definitions, teams get consistent metrics, instant answers, and reporting that scales as the business grows.
How Grid reporting works
Grid connects directly to the tools where your revenue data already lives.
Connect CRM, Invoice, and P&L data
Map your fields and rules
Build your single source of truth
Once connected, Grid applies a single, consistent logic layer across all data.
Standardize your ARR, churn, and retention logic
Define custom metrics, build your own charts and dashboards
Slice and dice to get the perfect cut of all your metrics
Teams use Grid as their day-to-day reporting layer.
Shared, real-time dashboards across Finance, RevOps, and GTM
Control data access with granular sharing permissions
Enable self-serve analysis so data is never siloed
Trusted by finance and operations everywhere
“Before Grid, I spent hours manually reconciling data and building reports.
Now, the platform lets me pull insights quickly, freeing time to focus on higher impact activities that drive growth.”
“Reconciling financial data across Ops, Finance, and Sales used to be like pulling teeth.
Grid aligns it almost instantly and has become a critical tool for us, we would not operate without them.”
Everything standardized.
One system for reliable reporting.
Grid transforms your raw, scattered data into clean dashboards your teams can act on.
Without Grid Reporting
Revenue reporting is fragmented and fragile. Data lives in disconnected tools, metrics shift depending on the source, and teams rely on manual effort just to answer basic questions slowing decisions as the business grows.
Revenue data scattered across tools
Manual work for basic reporting
Metrics vary by source
Dashboards break at scale
Reporting depends on one owner
Teams debate numbers, not decisions
With Grid Reporting
Reporting runs on a single, trusted system. Revenue data stays centralized, metrics remain consistent, and dashboards scale as the business grows so teams get answers instantly and move forward with confidence.
All revenue in one reporting layer
Automated reporting, no rework
Metrics defined once and used everywhere
Fast, reliable dashboards at scale
Self-serve answers for every team
Aligned teams, confident decisions
FAQ
How does Grid create a single source of truth across CRM, billing, and accounting?
How are metrics like ARR, churn, and retention standardized?
Can we customize how metrics are calculated?
Can I drill into the data behind every chart?
Can teams slice and segment metrics however they need?
How does Grid prevent reporting from breaking as we scale?
Can different teams see different data?
