Case Study: Scratchpad streamlines board reporting with Grid

Streamlined Board Reporting Across PLG and Sales-Driven Metrics

Scratchpad, a software development company, needed a scalable way to report on its hybrid product-led and sales-led revenue channels for board meetings. Without a formal finance team, Head of Operations Diane Garcia was manually consolidating data from Salesforce and Stripe, a process that was extremely time-consuming and prone to error. The challenge was finding a platform that could effectively handle the complexity of both sales motions, which legacy analytics tools could not. The vendor, SaaSGrid, provided the solution.

SaaSGrid integrated with Scratchpad's systems to create a single source of truth, enabling real-time reporting and over 150 built-in SaaS metrics. This solution automated the entire reporting process, eliminating manual data transfers. The results were significant: a 95% reduction in time spent on board reporting, $200,000 saved annually on operational expenses, and 100% accurate financial reporting, providing the company with investor-ready insights.

Scratchpad

Diane Garcia

Head of Operations