---
title: "SaaS Report Dashboard Template"
canonical: "https://www.owox.com/dashboards/saas-report"
updated: "2026-09-29"
---

# SaaS report

## 1\. Evaluate the effectiveness of advertising channels

What the report shows:

*   Comparison of your current result in terms of attracted users with your monthly plan by channel
*   Comparison of sources, channels, and campaigns in terms of the efficiency of passing funnel steps

Questions you can answer with this report:

*   Is your team meeting the [user acquisition](/metrics/user-acquisition) plan, and through which channels?
*   Which channels and campaigns have significantly lower than average conversions in attracted leads and customers?

[Get the dashboard](#lead-form)

![SaaS report](https://cdn.owox.com/www/content-marketing-dashboard/saas-report/cover/2.png/public)

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## S01 · Dashboards

## 2\. Find out the contribution of touchpoints in capturing contacts

What the report shows:

*   Comparison of your current result in terms of attracted contacts with your monthly plan in the context of touchpoints
*   Distribution of attracted leads by touchpoint

Questions you can answer with this report:

*   Through which touchpoints do you get more targeted leads: marketing or sales?
*   Which channel–touchpoint pairs work best? Can they be scaled?

![2\. Find out the contribution of touchpoints in capturing contacts](https://cdn.owox.com/www/content-marketing-dashboard/saas-report/body/2.gif/public)

## S02 · Dashboards

## 3\. Analyze the implementation of the lead plan in target regions

What the report shows:

*   Comparison of your current result in terms of attracted leads with the monthly plan by region
*   Distribution of attracted leads by type: new and returning
*   Distribution of attracted leads by quality score

Questions you can answer with this report:

*   Is your team meeting the lead generation plan?
*   What regions are driving your result?
*   Are you able to find new leads or are your activities mostly bringing back regular customers?
*   Are you able to attract qualified leads to whom you can sell your product?

![3\. Analyze the implementation of the lead plan in target regions](https://cdn.owox.com/www/content-marketing-dashboard/saas-report/body/3.gif/public)

## S03 · Dashboards

## 4\. Evaluate the efficiency of closing deals

What the report shows:

*   Comparison of your current funnel result with the monthly plan
*   Comparison of your current result for new customers by type of monthly subscription

Questions you can answer with this report:

*   What percentage of deals generated per month were won by your sales team?
*   What proportion of deals are at the final stage of the sales funnel, and what efforts have influenced this?
*   Why type of subscription do your customers most often buy nand what channels influence this choice?

![4\. Evaluate the efficiency of closing deals](https://cdn.owox.com/www/content-marketing-dashboard/saas-report/body/4.gif/public)

## S04 · Dashboards

## With this report, you can

*   Understand if your team is meeting the plan in terms of the key steps in your SaaS business funnel
*   Evaluate the effectiveness of each advertising channel in terms of contribution to new customers and [MRR](/metrics/monthly-recurring-revenue)
*   Find out which touchpoints help you capture contacts
*   Analyze how the plan for SQL leads is being implemented in target regions
*   Find out what share of deals the sales team has won and how it affects the implementation of the plan for new recurring income

![With this report, you can](https://cdn.owox.com/www/content-marketing-dashboard/saas-report/body/5.jpg/public)

## More dashboards

[QuickBooks Accounting Dashboard · reporting](/dashboards/quickbooks-accounting-dashboard)

[Net sales review, built by AI on your Data Model · reporting](/dashboards/net-sales-review)

[CMO dashboard, built by AI on your Data Model · reporting](/dashboards/cmo-dashboard)

[Digital marketing dashboard, built by AI on your Data Model · reporting](/dashboards/digital-marketing-dashboard)

## Links

Pages this page links to, on this site and on docs.owox.com. Where the page has a Markdown twin, its address follows the link.

- [user acquisition](https://www.owox.com/metrics/user-acquisition) — /metrics/user-acquisition.md
- [MRR](https://www.owox.com/metrics/monthly-recurring-revenue) — /metrics/monthly-recurring-revenue.md
- [QuickBooks Accounting Dashboard · reporting](https://www.owox.com/dashboards/quickbooks-accounting-dashboard) — /dashboards/quickbooks-accounting-dashboard.md
- [Net sales review, built by AI on your Data Model · reporting](https://www.owox.com/dashboards/net-sales-review) — /dashboards/net-sales-review.md
- [CMO dashboard, built by AI on your Data Model · reporting](https://www.owox.com/dashboards/cmo-dashboard) — /dashboards/cmo-dashboard.md
- [Digital marketing dashboard, built by AI on your Data Model · reporting](https://www.owox.com/dashboards/digital-marketing-dashboard) — /dashboards/digital-marketing-dashboard.md