Operational Intelligence Software
Run Your SaaS Business with Confidence
Transform complex, disconnected data into operational intelligence with Discern’s KPI Tracking Software. This is SaaS performance management made easy.
The SaaS Data Visualization Tool Trusted by Thousands
The BI BS
Legacy BI tools are often a hassle—expensive, time-consuming, and too complex to see widespread adoption within an organization. But in today’s competitive SaaS landscape, having operational intelligence isn’t just a luxury; it’s essential for operating efficiently and nimbly.
That’s where Discern comes in. We specialize in delivering top-tier Key Performance Indicators (KPIs) dashboards designed specifically for SaaS.
By working with companies between $2M and $200M in revenues and drawing upon experience with leading PE investors, we know exactly what’s needed.
Our turn-key solution gets SaaS companies up and running with KPI dashboard software in a matter of weeks, while still accommodating for complex data and deep customization.
The Discern Difference
Speed to Insights
Experience quick data visualization wins with minimal disruption to your business processes.
Investor-Approved Metrics
Tap into KPI definitions and calculations shaped by leading PE and VC investors.
Experts On Demand
Our data science pros are ready to help build out your custom requirements—no need to drain internal resources.
Data for the Entire Team
User roles ensure team members gain instant access to only the most relevant KPI data.
Build with Ease
Building interactive dashboards and custom KPI reports is a breeze—no technical expertise is required.
Designed to Evolve
Flexible today, scalable for tomorrow. Our KPI software adapts to your evolving needs, no matter how fast you grow.
Case Study
The Challenge
After a series of acquisitions, PSPDFKit faced the challenge of managing operations across three separate Salesforce instances while also pulling data from NetSuite for financial metrics. This fragmentation made it difficult to gain an accurate, comprehensive view of business data.
Discern’s Solution
Discern stepped in with KPI reporting software to unify all disparate data sources into a single, cohesive view into business performance. By working closely with PSPDFKit, the Discern team tailored KPI analytics and metrics to meet evolving business needs, providing a streamlined solution for real time insights and data driven decisions.
Data Consolidation for Any System or Source
We like to say Discern is “data source agnostic” so we can harmonize complex data from multiple sources into one centralized location.
Whether you want to pull data sitting in SaaS tools, Microsoft Excel, Google Sheets, and / or databases, Discern can support your KPI tracking needs.
Customizable KPI Dashboards
SQL or No SQL? Your choice.
Whether you’re a database whiz or prefer no-code, Discern has you covered with options for custom dashboards that suit every level of tech experience.
Robust KPI Tracking
200+ KPIs, Easily Managed
Start with over 200 KPIs right out of the box and easily add your own with our drag and drop interface for dashboard creation. Manage all your business data in one extensive library.
Target Management
Proactively Manage Targets
Upload and track KPI targets for any metric, and monitor progress towards goals. Get ahead of potential risks with predictive analytics related to target pacing.
AI Insights
Smart Alerts from Your AI Sidekick
Let Discern’s AI data analysts spotlight trends across all the KPIs by granular segments. Or, use our Chatbot to save time searching for actionable insights across multiple KPI reports.
Customer Testimonials
Case Study
The Challenge
CFO Rob Costanzo at Extole struggled with inefficient data management processes. Tracking and updating KPI trends required frequent follow-ups with business heads and extensive spreadsheet manipulation, which was both time-consuming and less effective for executive decision-making.
Discern’s Solution
Discern provided a streamlined, user-friendly KPI dashboard and analytics solution that addressed Extole’s needs for improved data visibility and autonomy.
Discern FAQs
Implementing Discern Operational Intelligence typically takes 1-2 weeks per system integration, but implementation time can vary depending on your organization’s specific needs and the complexity of your existing systems.
However, most of our Operational Intelligence implementations are 80%+ complete in one month.
The cost of Discern Operational Intelligence varies based on factors like the size of your organization and integration or customization requirements. We offer flexible pricing to accommodate different budgets and needs. Click here to book a meeting and we can better understand your needs to give you and accurate quote.
If you just wanted to get started with Benchmarks data, pricing starts at $500 per year per data set.
Yes. Operational Intelligence includes investor reporting and board management capabilities, offering a robust solution for evaluating and reporting on performance data. Click here to learn more about our Investor Reporting and Board Management capabilities.
Yes! We also work with professional services companies, franchises, and financial service firms. However, Discern’s out of the box metrics make the solution powerful, and fast to onboard. If you sit outside SaaS, you’ll need additional project management and services from our data analysts to satisfy your custom requirements. So just know, implementation might take a bit longer to get you 100% set up.
Out of the box, Discern offers function-based KPI dashboards for Sales, Finance, Customer Success, Marketing and HR.
We also work with customers on custom dashboard creation. Custom KPI dashboard examples include: board reporting, management meetings, product management and product usage.
Some Financial KPIs include: OPEX, cash runway, cash burn, profit margins, sales and marketing expense as a percentage of revenue, R&D as percentage of Opex, etc.
Some Sales KPIs include: pipeline conversion rates, bookings, bookings by opportunity type, product, or team, bookings per AE, etc. Create a sales hub with our Sales KPIs.
Some Marketing KPIs include: mCAC, marketing contribution percentages, lead lifecycle length, lead conversion rates, etc. Create a marketing hub with our marketing KPIs.
Some SaaS KPIs include: Rule of 40, Magic Number, Efficiency Rule, Net Revenue Retention (NRR), Gross Dollar Retention (GDR), etc.
Some Customer Success KPIs include: NPS, ARR, Churn rate, customer lifetime value (LTV), CSAT score, average implementation time, etc.
Analyzing Business Health Has Never Been Easier
Book a demo to learn more about how Discern’s customizable dashboards and KPI reporting tools can streamline SaaS performance management.
Industry FAQs
Evaluating your key performance indicator performance involves several steps. First, compare actual results to the targets or benchmarks set for each KPI. Analyze the data to understand trends and patterns over time. Look for deviations from expected performance and investigate potential causes. Regularly review these metrics to assess progress and make informed decisions. By understanding how well you’re meeting your KPIs, you can adjust strategies and operations to improve performance and achieve your goals more effectively.
This can be a time consuming effort; fortunately solutions like Discern make it easy to track KPIs. Our AI automatically analyzes performance and delivers critical insights and takeaways so you don’t have to go fishing for the information.
Key Performance Indictor (KPI) management involves the systematic process of setting, monitoring, and analyzing Key Performance Indicators to track progress towards organizational goals. It includes defining relevant KPIs, regularly tracking KPIs, and interpreting results to make strategic decisions.
We recommend using a tool like Discern for KPI tracking to monitor, manage, report and improve on metric performance.
KPI software is a specialized tool designed to track, measure, and analyze Key Performance Indicators. It provides a centralized platform for tracking KPIs, generating reports, and visualizing data. KPI software helps organizations stay on top of their performance goals by offering real-time insights, facilitating data-driven decision-making, and enabling better management of key metrics across different business areas.
Discern is a great example of best in class KPI software for B2B and SaaS companies.
Like KPI software, a KPI measurement tool is a software or system used to track and assess Key Performance Indicators. It allows organizations to monitor performance metrics, evaluate progress towards goals, and analyze data to make informed decisions. Many KPI measurement solutions offer collaboration tools to drop notes and questions on metric performance.
KPI measurement tools, like Discern, often include features for data visualization, reporting, and real-time analysis, helping users understand how well they are performing against their targets and identify areas for improvement. Discern is different, though, in that we provide out of the box metrics and function-specific dashboard so you’re not starting from a blank slate.
The best tool to track KPIs depends on your organization’s needs, size, and industry. Traditional Business Intelligence tools (Tableau, Power BI, Looker, etc.) are known for their ability to handle large datasets, advanced data visualizations (like gantt charts), and deep customization levels. However, they can be difficult and expensive to set up since you’re starting with a blank slate and need data science expertise. Often, employee satisfaction and user adoption can be low with these traditional BI tools.
On the other hand, Discern’s customizable KPI analytics offer SaaS companies a cost effective solution to automatically calculate, monitor, and report on KPIs.
Operational KPIs are business metrics used to measure the effectiveness and efficiency of day-to-day business operations. These indicators focus on short-term performance and are crucial for managing and optimizing daily processes.
Examples include metrics related to marketing engagement, sales movement, customer satisfaction, and operational costs. Operational KPIs help organizations monitor their current activities and make adjustments to improve efficiency and performance.
Strategic KPIs focus on long-term goals and overall organizational success, such as revenue growth or market expansion. They help guide high-level decision-making and measure progress towards major business objectives.
Operational KPIs, in contrast, deal with day-to-day processes and short-term performance, such as production efficiency or customer service response times. They are used to manage and optimize daily operations and ensure that immediate tasks align with broader strategic goals.
Discern’s KPI dashboards can be utilized to manage and monitor both strategic KPIs and operational KPIs. Identifying KPIs that matter most from a strategic and operational perspective is critical to business optimization.
Operational intelligence software is a data analysis tool that provides real-time analysis and visualization of operational data. It enables organizations to track performance metrics, identify trends, and make informed decisions to optimize daily operations. This software often includes features for real-time KPI monitoring, data integration, and interactive KPI dashboards, helping businesses improve operational efficiency and respond quickly to changing conditions.
An example of operational intelligence software for SaaS companies is Discern’s KPI platform.
Tracking KPIs effectively involves the use KPI software or KPI dashboards that offer real-time data visualization and reporting. Start by defining clear KPIs aligned with your business goals. Regularly monitor these metrics through your chosen tool, analyze performance data, and review trends to gauge progress. Utilize the insights gained to make data-driven decisions, adjust strategies, and enhance overall performance.
If you are a SaaS company, we recommend using Discern’s Operational Intelligence solution for KPI tracking.