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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

The PlanBase Scorecard offers a robust system for managing metrics that not only tracks operational performance and key indicators but also aligns these metrics with the objectives of the strategic plan outlined in PlanBase Hoshin. This seamless integration, which is fully automated within PlanBase's cohesive platform, enhances efforts for continuous improvement, ensuring that processes can be advanced whenever necessary. With its user-friendly click-and-go interface, the PlanBase Scorecard encourages team engagement by providing clear visibility and accountability. Each scorecard, often referred to as a bowler chart, is assigned a specific owner, fostering a sense of responsibility throughout the organization. Team members, including managers and their direct reports, can access customized real-time dashboards that display performance metrics. This suite of visual management tools allows for meaningful comparisons to historical data and future goals, empowering informed decision-making and driving organizational success. Ultimately, the PlanBase Scorecard not only supports performance tracking but also cultivates a culture of accountability and proactive management.

Description

Our cutting-edge approach monitors over 60 SaaS metrics such as ARR, bookings, net dollar retention, and burn multiple, ensuring you’ll never have to fret about miscalculations again. You can segment your customer base and modify your calculation settings to reveal essential trends within your organization. Sharing tailored dashboards becomes a breeze, allowing for strategic discussions with internal teams or providing investors with a concise overview of your company’s performance. Additionally, you can effortlessly synchronize your crucial data from existing systems, consolidating bookings, billings, expenses, and operational plans into one comprehensive location for a truly integrated perspective on your business. This seamless integration empowers you to make informed decisions based on accurate and readily accessible data.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Averi No 
Chargebee No 
Google No 
Google Sheets No 
Google Slides No 
HubSpot CRM No 
HubSpot Customer Platform No 
Maxio No 
Metronome No 
Microsoft Excel No 
Microsoft PowerPoint No 
NetSuite No 
QuickBooks Online No 
Recurly No 
Sage Intacct No 
Salesforce No 
Stripe No 
Xero No 

Integrations

Averi Yes 
Chargebee Yes 
Google Yes 
Google Sheets Yes 
Google Slides Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Maxio Yes 
Metronome Yes 
Microsoft Excel Yes 
Microsoft PowerPoint Yes 
NetSuite Yes 
QuickBooks Online Yes 
Recurly Yes 
Sage Intacct Yes 
Salesforce Yes 
Stripe Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5,000 per year
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PlanBase

Website

planbase.com/scorecard/

Vendor Details

Company Name

SaaSGrid

Website

www.saasgrid.com

Product Features

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis No 
Scorecarding Yes 
Strategic Planning No 

Product Features

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard No 
Key Performance Indicators No 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards No 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

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