SaaS Business Intelligence Without the Headaches
Discern's Modular Solutions
Build Your SaaS Analytics Suite
Lead With Data-Backed Confidence
Investors expect their portfolio companies to be making data-driven decisions. And, while there is often no shortage of data, it can be difficult to cut through the noise.
Discern Operational KPIs serves as the foundation for data-driven strategies. By connecting the story of the data across platforms, Discern reveals the biggest risks, opportunities, and priorities.
Discern connects to your favorite SaaS platforms, your internal databases and even live spreadsheets to create holistic business analytics solution. As a no code BI tool, customization is easy and opportunities are endless.
By working with leading PE and VC firms, we know the metrics that matter most. As such, we pre-calculate more than 200 KPIs and organize them in function-specific dashboards.
Discern’s board and investor reporting capabilities make board deck creation a push-button process.
At the end of every quarter, gain a recap of performance against targets, with insights into segment-specific performance and trends. Additionally, these retrospectives can be provided on a weekly, monthly, or annual basis.
Never miss a beat with the power of AI insights and advice. Discern utilizes the power of GPT to analyze your entire dataset and uncover hidden insights.
OPERATIONAL KPI DASHBOARDS
Discern’s SaaS analytics fuel data-driven strategies by revealing the biggest risks and opportunities for the business.
Leverage the power of AI to accurately forecast bookings for the quarter and year. Additionally, Discern’s forecast rollup workflow can offer a second opinion while encouraging data hygiene behaviors.
Track the performance of sales KPIs over any time period for unparalleled point-in-time insights. Then, segment performance by any CRM field to understand your most efficient cohorts and optimize efforts accordingly.
Gain all of the reports and dashboards you’ve been trying to build for several months. For example, pipeline reviews, funnel visualizations, opportunity flows, pipeline waterfalls and more.
Stack rank reps based on various performance metrics and activities. Plus, utilize our historical ramp analytics and capacity model to understand how many reps you need to meet your targets.
Understand how many meetings it takes to win an opportunity and compare open opportunities against the baseline. Then, dive into which reps are most efficiently closing business and replicate their process across your sales force.
Eliminate Inefficiencies in Your Sales Process
CRMs are notorious for offering rigid reporting. Plus, without the right workflows set up, CRM reporting can break easily or provide inaccurate insights.
Discern uncovers the true story behind your CRM data to help sales leaders meet targets most efficiently.
”Implementing Discern was one of the best choices I made in my first 90 days of building out a RevOps Organization at Florence Healthcare. The Discern team turns a task that is normally super complex and time-consuming into an easy, bite-sized effort that can be stood up quickly.Ben CookVP of RevOps, Florence Healthcare
Take a 360 Degree Approach to Customer Success
Today, high-performing companies are expected to not only retain but also expand with existing customers. However, data is usually dispersed, making it difficult to proactively manage accounts.
Discern connects customer data wherever it lives to provide a holistic look at health and activity.
Discern reconciles data across your CRM, billing and contract systems. Then, by applying unique rules, Discern can calculate ARR/MRR changes by account.
Discern cross references the accounts up for renewal with key health indicators. As a result, you can ensure customers are happy well ahead of contract expiration.
Discern groups customers by sign-on or onboarding vintage. As a result, you can track how the cohorted ARR, NDR, GDR, and customer count evolves over time.
Automatically calculate your daily transactions volume by segment, apply price books, and gain leading indicators for revenue.
Discern calculates your latest renewal and expansion rates. Then, by applying the latest data to your expiring contacts, Discern forecasts NRR and ARR.
Discern connects customer data wherever it lives to provide a holistic look at health and activity. As a result, increase NRR while reducing churn.
ARR Dashboards & Waterfalls
Transactional Revenue Insights
Customer Cohort Analytics
See how leads created within a certain period move through your marketing and sales funnel. As a result, gain more accurate cycle length and conversion rate insights.
Visualize where and why your greatest funnel dropoffs occur. This way, you can optimize your lead nurturing efforts.
Utilize historical funnel trends and conversion rates to build out a reliable plan for marketing goals and targets.
Understand which tactics not only feed the top of the funnel, but are also creating the most revenue for your business. Then, with campaign spend details, Discern can calculate ROI accurately.
Optimize Marketing Spend and Influence More Revenue
It can be difficult to connect data from the marketing funnel to the sales funnel to analyze full marketing impact.
Meanwhile, Discern connects your CRM and marketing automation systems for deeper funnel and lead cohort analytics. Additionally, we integrate your Google analytics and Google / LinkedIn Ad performance for a holistic look at marketing engagement.
”It is critically important for us to slice and dice financial data and operational KPIs. Discern helps us actively measure, monitor, and analyze business performance in real-time, enabling us to drive smart business behaviors.Riya CaoCEO, LSpedia