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AndLeads

Solution for SaaS

SaaS Reporting That Brings Your Metrics Together

Your metrics live in ad platforms, analytics, the CRM, the billing system and a spreadsheet someone updates on Fridays. We connect those sources and automate the reporting workflow, so acquisition, sales and revenue finally share one view. Managed reporting, not another analytics product to administer.

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The problem

SaaS metrics across too many systems.

Every tool in the stack reports on itself. Nobody reports on the business, unless someone spends hours stitching it together.

Marketing

Google Ads, Meta Ads, LinkedIn Ads and the other paid channels each report in their own console.

Analytics

Google Analytics 4, Mixpanel, Amplitude and other product or web analytics hold behavior and conversion data.

CRM & sales

HubSpot, Salesforce, Pipedrive and similar systems hold leads, pipeline and sales activity.

Billing & revenue

Stripe, PayPal, Chargebee and other supported billing sources hold subscriptions and transactions.

Reporting

And the actual reporting lives in Google Sheets, Excel or Looker Studio, assembled by hand from all of the above.

What SaaS teams report

From first click to recurring revenue.

Acquisition

Traffic, leads, conversions, advertising spend and CAC, tracked consistently across channels.

Marketing

Channel and campaign performance, ROAS and lead generation, viewed side by side instead of console by console.

Sales

Pipeline, opportunities, conversion rates and sales performance from your CRM.

Customer & revenue

Subscriptions, recurring revenue, transactions, customer activity and retention-related metrics, depending on what your billing and product tools expose.

An honest caveat: not every SaaS KPI can be calculated automatically from every platform. What your tools expose defines what the reporting can show, and we map that out with you before building rather than promising metrics your stack cannot produce.

How it works

The automated SaaS reporting workflow.

  1. Step 1

    Connect

    We connect your ad platforms, analytics, CRM and billing tools, so the metrics arrive instead of being exported.

  2. Step 2

    Clean

    Periods, currencies, naming and KPI definitions standardized, so marketing numbers and revenue numbers can share a page honestly.

  3. Step 3

    Automate

    Recurring pulls, KPI calculations and report assembly run on schedule, from the weekly growth sheet to the monthly board numbers.

  4. Step 4

    Report

    Everything lands in Google Sheets, Excel or a Looker Studio dashboard, and we maintain the workflow as your stack evolves.

The connection layer is our data automation service; the marketing side is covered in depth by marketing reporting.

Outputs

Where your SaaS metrics land.

Automated Google Sheets for the growth tracker everyone shares, Excel where files rule, or a Looker Studio KPI dashboard for the live view, plus recurring reports for board and team meetings. Our reporting management service maintains the workflow, and the broader picture is covered by business reporting.

Who this is for

For SaaS teams tired of stitching numbers together.

FAQ

SaaS reporting, answered.

What SaaS metrics can you report?
Acquisition metrics like traffic, leads, conversions, ad spend and CAC; marketing performance by channel and campaign; sales pipeline and conversion rates from your CRM; and revenue-side numbers like subscriptions, transactions and recurring revenue where your billing platform exposes them. We confirm what your specific stack can provide before building.
Can you combine marketing and SaaS business data?
Yes, and that is where SaaS reporting earns its keep: ad spend and channel performance next to signups, pipeline and revenue, so acquisition cost finally sits beside what it acquired.
Can you automate SaaS reporting in Google Sheets?
Yes. Many SaaS teams already run their metrics in a spreadsheet that someone updates by hand; we keep the sheet and remove the by-hand part. Data arrives on schedule and the KPI tabs calculate themselves.
Can you create a SaaS dashboard?
Yes. A Looker Studio dashboard showing acquisition, marketing, sales and revenue KPIs in one live view is one of the most common outputs, and we maintain it after the build.
Can you connect CRM and advertising data?
Yes. Platforms like HubSpot, Salesforce, Pipedrive and Zoho CRM can be reported alongside Google Ads, Meta Ads, LinkedIn Ads and your analytics, with consistent definitions across all of them.
Can you maintain SaaS reporting workflows?
Yes, ongoing maintenance is part of the plan: connections are monitored, breakages fixed and the reporting updated as your channels, tools and KPIs evolve.

See pricing or tell us what your SaaS stack looks like.

One view from ad spend to recurring revenue.

Tell us which tools hold your metrics. We'll design the reporting workflow and run it for you.

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