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What is SaaSGrid?
Our innovative method tracks more than 60 key SaaS metrics, including ARR, bookings, net dollar retention, and burn multiple, so you can put your worries about errors to rest. You have the ability to categorize your customer segments and adjust your calculation parameters, which will help you uncover vital trends within your organization. Sharing customized dashboards is simple, facilitating strategic conversations with your internal teams and giving investors a clear snapshot of your company's performance. Furthermore, you can easily align your essential data from current systems, merging bookings, billings, expenses, and operational strategies into a single, all-encompassing hub for a fully integrated view of your business. This smooth integration not only enhances your ability to make well-informed decisions but also ensures that you have a holistic understanding of your operations at your fingertips. Ultimately, this empowers you to drive growth and improve efficiencies across the board.
What is Banker's Dashboard?
Monitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
Integrations Supported
CoreBank
FPS GOLD Banking Software
Finacle
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
Fusion Phoenix
API Availability
API Availability
Has API
Pricing Information
$5,000 per year
Free Version
Pricing Information
We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Training Options
Not specified
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
SaaSGrid
Company Website
www.saasgrid.com
Company Facts
Organization Name
Deluxe
Date Founded
1915
Company Location
United States
Company Website
www.deluxe.com/business-operations/bankers-dashboard/
Categories and Features
Business Performance Management
Not specified
Dashboard
Not specified
Categories and Features
Banking
Corporate Banking
Credit Union
Investment Banking
Multi-Branch
Private Banking
Retail Banking
Transaction Monitoring
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Dashboard
Data Source Integrations
Functions / Calculations
Interactive
Private Dashboards
Scorecards
Visual Analytics
Widgets
Financial Management
Budgeting & Forecasting
Consolidation / Roll-Up
Financial Reporting
Investment Management
Revenue Recognition
Financial Planning and Analysis (FP&A)
Not specified
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Research
Not specified
Financial Services
Analytics
Branch Optimization
Performance Management