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Getting Started

Follow this guide to set up your account and start tracking your SaaS revenue metrics in minutes.

1

Create Your Account

Start by creating an account. You can sign up with your email or use Google authentication for faster setup.

  1. 1Visit the signup page
  2. 2Enter your email and create a password, or click "Continue with Google"
  3. 3Verify your email address (check your inbox for a confirmation email)
  4. 4Complete your profile with your company information
No credit card required

Start with our free tier and upgrade when you're ready. Full access to all features during your trial.

2

Connect Stripe

Stripe integration is the foundation of your revenue analytics. The platform syncs your subscription data, customer information, and MRR metrics.

  1. 1From your dashboard, click "Connect Stripe" in the onboarding wizard
  2. 2You'll be redirected to Stripe's secure OAuth flow
  3. 3Select the Stripe account you want to connect
  4. 4Authorize Beacon to access your subscription and customer data
  5. 5You'll be redirected back, where the initial sync will begin
Detailed Stripe integration guide

What data does Beacon access?

  • •Customer information (names, emails, IDs)
  • •Subscription data (plans, status, pricing)
  • •Invoice and payment history
  • •Product and price information
Privacy Note

Beacon does not access or store credit card numbers or sensitive payment methods. We only read the data needed for analytics.

3

Connect HubSpot (Optional)

Connect HubSpot to see how your sales pipeline correlates with revenue metrics and track deal progression.

  1. 1Click "Connect HubSpot" from the onboarding wizard
  2. 2Sign in to your HubSpot account
  3. 3Grant permission to access contacts and deals
  4. 4Map your HubSpot properties to Beacon fields (if needed)
Detailed HubSpot integration guide
4

Explore Your Dashboard

Once your integrations are connected, you'll see your metrics populate in real-time. Here's what you'll find:

Key Metrics

  • •MRR (Monthly Recurring Revenue): Your current monthly recurring revenue
  • •ARR (Annual Recurring Revenue): Annualized revenue
  • •Churn Rate: Customer and revenue churn metrics
  • •Customer Count: Active, new, and churned customers

Main Navigation

  • •Dashboard: Overview of key metrics and trends
  • •Customers: Detailed customer list and individual analysis
  • •Metrics: Deep dives into MRR, churn, and retention
  • •Pipeline: HubSpot deal tracking and forecasting
  • •Forecast: Revenue predictions and projections
  • •Settings: Manage integrations, team, and preferences
5

Next Steps

You're all set! Here are some recommended next steps:

Visit your dashboard

Start exploring your revenue metrics

Review customer health

See which customers are thriving or at risk

Browse FAQ

Find answers to common questions

Need Help?

If you run into any issues or have questions: