SaaS metrics

MRR, churn and retention on shared definitions.

Define MRR movements and retention once in SquareX, see how new, expansion and churn add up, follow cohorts month by month, and show customers their own usage inside your product.

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Row-level security and field masking apply to every dashboard, report, export and AI answer. See the controls

Customer-facing embedding is part of Enterprise. See plans

Illustration with sample data. MRR from start to end of month as a waterfall, and retention by signup cohort.

The questions subscription businesses ask.

Each answer describes what the product does today, and links to the page in the documentation that explains how it works.

What moved MRR this month?
Define new, expansion, contraction and churned MRR as SquareX measures in one model. A waterfall chart shows how each adds up to the month's change, and the definitions stay the same next month.
Waterfall chart
How well do our cohorts retain?
A heatmap of signup month against months since signup shows each cohort's retention. PeriodEndSnapshot gives month-end balances, and DateShift compares any period with the same one last year.
SquareX
Do product usage and revenue tell the same story?
Join usage and subscription tables in one model, or blend up to five sources into one result, even across database engines.
Blends
Can customers see their own usage in our product?
Embed a dashboard with an iframe or the React component. Your server requests a token that carries the customer's row scope and an expiry, so each customer sees only their rows. Embeds show your logo and theme, with a small Powered by DataSquares credit.
Embedding

How the work runs.

Alerts when a number crosses its line, and the reports and reviews that arrive on a schedule.

Every day
Churn you hear about
An alert rule tells the customer success lead when churned MRR crosses its limit.
Alert rules
Every month
The metrics pack
The subscription report is emailed on the date you choose, as PDF, Excel or PowerPoint.
Report scheduling
Every quarter
The investor update
Write the update as a story from the Board pack template, with live numbers and reviewers who approve it before it is published.
Reviews in Stories

Your data, where it lives.

Query billing and product data live in the warehouse it already lands in, or pull in Stripe, Salesforce and HubSpot data with Pipelines. Connectors for Chargebee and Recharge are in preview.