When companies expand into multiple customer segments, reporting often becomes a messy and time-consuming manual process. Automating reporting lets you roll up all the different segments and create insights tailored to your different audiences.
For Executives: They’ll want to see aggregate transactions and key business metrics such as ARR, net retention, and churn.
For Finance Teams: They’ll want quick and easy closes, so make sure your AR and revenue numbers across different customer segments are nicely summarized.
For Stakeholders: They’ll want more detailed info, so use cohort analysis to show how each of your customer segments is doing.