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BI for SaaS

Track MRR, churn, net revenue retention, and every metric that matters, powered by AI and connected to your billing, CRM, and product data.

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Quick answer

Basedash is an AI-native BI platform for SaaS companies that unifies billing, CRM, and product data to track MRR, churn, net revenue retention, and other SaaS metrics — with natural language queries and AI-generated dashboards.

Real-time visibility into the metrics that drive your business.

MRR

$284K

+12%

Net revenue retention

118%

+3pp

Logo churn

2.1%

-0.4pp

CAC payback

8.2 mo

-1.1 mo

Trial-to-paid

14.8%

+2.1pp

Expansion revenue

$38K

+22%

From revenue reporting to customer health scoring, Basedash handles the analytics SaaS teams need.

SaaS metrics dashboard

Track MRR, ARR, churn, net revenue retention, and expansion revenue in real time. Basedash connects billing, CRM, and product data to calculate metrics automatically.

Show me MRR growth, churn rate, and net revenue retention by month for the last 12 months

Product-led growth analytics

Measure trial conversion, activation rates, feature adoption, and time-to-value. Understand which onboarding paths drive paid conversion.

What is our trial-to-paid conversion rate by signup source?

Customer health scoring

Combine product usage, support tickets, billing history, and NPS data to identify accounts at risk of churning before they cancel.

Which enterprise accounts have declining usage and open support tickets?

Board and investor reporting

Generate investor-ready reports with consistent metrics. Basedash uses governed definitions so your board deck numbers always match your internal dashboards.

Generate a monthly board report with MRR, burn rate, runway, and customer count

Connect your SaaS stack

Basedash integrates with the tools SaaS companies already use.

Stripe

Billing and subscription data

Salesforce

CRM and pipeline data

HubSpot

Marketing and lead data

Intercom

Support and engagement data

Segment

Event and behavioral data

Snowflake

Data warehouse

BigQuery

Data warehouse

PostgreSQL

Application database

Plus 750+ more data sources. See all integrations

Get instant answers, uncover important trends, and make confident decisions faster.

SalesWhat accounts had the largest expansions this quarter?MarketingWhat is our CAC?ProductWhich features correlate most with conversion to paid?SalesWhich opportunities are stuck beyond the expected stage duration?SalesWhich accounts are likely to expand based on recent product activity?ProductShow onboarding conversion rate compared to last month.OperationsSurface users who recently hit errors or experienced slow response times.OperationsGive me a table of all new users with their signup source/medium.ProductAre there any features we added recently that increased engagement?SalesList all workspaces with an upcoming renewal in the next month.EngineeringShow recent error logs and users impacted in the last week.Data & AnalyticsTrend key KPIs over time and flag abnormal spikes.MarketingList Google Ads campaigns and show CPC trends for each.EngineeringHow many auth configs or connected accounts exist for provider X?Data & AnalyticsIdentify top entities (e.g., products, practices, segments) by net earnings or volume.MarketingShow campaigns with delivery errors that still spent in the last 24 hours.ProductWhich cohorts have the highest week-8 retention?MarketingWhich campaigns or channels drove the most leads and conversions this month?OperationsShow customers with at least two visits or repeat usage in the last month.ProductWhat is our WAU/MAU and how is it trending?SalesWho are the most engaged accounts in the last 14 days?EngineeringMake table links open detailed views in our admin tool.MarketingAre we seeing a drop in lead volume year over year? Which months and segments are down?Data & AnalyticsBreak down counts by type (categories, forms, service items) and show percentages.MarketingWhich categories or segments contributed the most revenue or transactions?SalesWhat accounts had the largest expansions this quarter?MarketingWhat is our CAC?ProductWhich features correlate most with conversion to paid?SalesWhich opportunities are stuck beyond the expected stage duration?SalesWhich accounts are likely to expand based on recent product activity?ProductShow onboarding conversion rate compared to last month.OperationsSurface users who recently hit errors or experienced slow response times.OperationsGive me a table of all new users with their signup source/medium.ProductAre there any features we added recently that increased engagement?SalesList all workspaces with an upcoming renewal in the next month.EngineeringShow recent error logs and users impacted in the last week.Data & AnalyticsTrend key KPIs over time and flag abnormal spikes.MarketingList Google Ads campaigns and show CPC trends for each.EngineeringHow many auth configs or connected accounts exist for provider X?Data & AnalyticsIdentify top entities (e.g., products, practices, segments) by net earnings or volume.MarketingShow campaigns with delivery errors that still spent in the last 24 hours.ProductWhich cohorts have the highest week-8 retention?MarketingWhich campaigns or channels drove the most leads and conversions this month?OperationsShow customers with at least two visits or repeat usage in the last month.ProductWhat is our WAU/MAU and how is it trending?SalesWho are the most engaged accounts in the last 14 days?EngineeringMake table links open detailed views in our admin tool.MarketingAre we seeing a drop in lead volume year over year? Which months and segments are down?Data & AnalyticsBreak down counts by type (categories, forms, service items) and show percentages.MarketingWhich categories or segments contributed the most revenue or transactions?
SalesWhich organizations that have not converted to paid are the most active?MarketingWhat should be on a performance dashboard for our account managers?OperationsWhich customers are running into more bugs recently?ProductShow retention by cohort and first-usage month.OperationsWhich customers have open issues tied to performance or reliability?OperationsFilter paid organizations and show their current usage details.SalesWhat should a sales-facing dashboard include for quick qualification and follow-up?SalesWhich accounts are a churn risk?ProductWhich product areas are slowing users down (timeouts, latency, error-prone steps)?MarketingHow many deals or opportunities are in our current campaign from a specific region?ProductDid anything else spike when a specific feature usage increased?Data & AnalyticsPull IDs or names for items matching a keyword across connected sources.Data & AnalyticsShow me revenue and subscription growth.EngineeringWhat are the most common errors this month, and what endpoints are causing them?Data & AnalyticsBuild a quick-start KPI dashboard with filters and best-practice layout.EngineeringFind domains or metadata for a list of organizations from builder records.EngineeringWhich services or endpoints have the highest error rates this week?MarketingWhat is our blended cost per lead and cost per acquisition by channel?OperationsWhich tickets are trending by category and time to resolution?EngineeringWhich SDK versions or app versions are most error-prone?Data & AnalyticsHow many records/jobs/tasks were created or submitted in a given timeframe?SalesHow many leads are currently close to closing?MarketingWhich geographies are performing best this quarter by pipeline and closed-won?EngineeringFetch IDs created in a given month for a specific provider or integration.ProductIdentify the magic moment that predicts long-term engagement.SalesWhich organizations that have not converted to paid are the most active?MarketingWhat should be on a performance dashboard for our account managers?OperationsWhich customers are running into more bugs recently?ProductShow retention by cohort and first-usage month.OperationsWhich customers have open issues tied to performance or reliability?OperationsFilter paid organizations and show their current usage details.SalesWhat should a sales-facing dashboard include for quick qualification and follow-up?SalesWhich accounts are a churn risk?ProductWhich product areas are slowing users down (timeouts, latency, error-prone steps)?MarketingHow many deals or opportunities are in our current campaign from a specific region?ProductDid anything else spike when a specific feature usage increased?Data & AnalyticsPull IDs or names for items matching a keyword across connected sources.Data & AnalyticsShow me revenue and subscription growth.EngineeringWhat are the most common errors this month, and what endpoints are causing them?Data & AnalyticsBuild a quick-start KPI dashboard with filters and best-practice layout.EngineeringFind domains or metadata for a list of organizations from builder records.EngineeringWhich services or endpoints have the highest error rates this week?MarketingWhat is our blended cost per lead and cost per acquisition by channel?OperationsWhich tickets are trending by category and time to resolution?EngineeringWhich SDK versions or app versions are most error-prone?Data & AnalyticsHow many records/jobs/tasks were created or submitted in a given timeframe?SalesHow many leads are currently close to closing?MarketingWhich geographies are performing best this quarter by pipeline and closed-won?EngineeringFetch IDs created in a given month for a specific provider or integration.ProductIdentify the magic moment that predicts long-term engagement.

Connect your own warehouse, or use Basedash Warehouse to visualize all your data in one place.

See all 750+ integrations
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Basedash vs SaaS analytics tools

How Basedash compares to purpose-built SaaS analytics platforms.

CapabilityBasedashOther tools
AI-generated SaaS dashboardsYesNo
Natural language queriesYesSQL or drag-and-drop
SaaS metric definitionsBuilt-in and customizableManual setup
Time to first dashboardMinutesDays to weeks
Multi-source (billing + CRM + product)750+ sourcesLimited integrations
Board-ready exportsGoverned and consistentManual formatting
Embedded analytics optionYesVaries
Self-hostingAvailableRarely

Related resources

Startup metrics guide

What to track at every stage

BI for startups

AI-native analytics for startup teams

Embedded analytics

Embed dashboards in your SaaS product

SaaS analytics FAQ

What BI metrics should a SaaS company track?

Core SaaS metrics include MRR/ARR, churn rate (logo and revenue), net revenue retention, customer acquisition cost (CAC), CAC payback period, LTV, trial-to-paid conversion, and expansion revenue. Basedash calculates these automatically when connected to your billing and CRM data.

How does Basedash calculate SaaS metrics?

Basedash connects to your billing system (Stripe, Chargebee, etc.), CRM, and product database. It uses governed metric definitions to calculate MRR, churn, NRR, and other metrics consistently. You can customize definitions to match your specific business logic.

Can Basedash replace our SaaS analytics tool?

For most early and growth-stage SaaS companies, yes. Basedash covers product analytics, revenue metrics, customer health scoring, and reporting in one platform. Teams that need deep product event analytics may use Basedash alongside a dedicated product analytics tool.

Does Basedash work for product-led growth companies?

Yes. Basedash connects to your product database and event stream to track activation rates, feature adoption, trial conversion funnels, and expansion triggers — the metrics PLG companies need to optimize their self-serve motion.

Can I generate investor reports with Basedash?

Yes. Basedash dashboards use governed metric definitions, so the numbers in your board deck match your internal analytics. You can export dashboards to share with investors or embed live metrics in Notion or other tools.

We can help you migrate your data and dashboards from any other tool.

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