--- generated: '2026-07-19' method: searched source: https://help.saasgrid.com/llms.txt --- # Grid Knowledge Base ## Getting Started - [Getting your Data into Grid](https://help.saasgrid.com/articles/4405613168-getting-your-data-into-saasgrid) - [Navigating Grid](https://help.saasgrid.com/articles/6536679903-navigating-saasgrid) ## Getting Data into Grid - [Custom Attributes](https://help.saasgrid.com/articles/5413161511-custom-attributes) - [Additional Metrics](https://help.saasgrid.com/articles/5315099599-additional-metrics) - [Retroactive Changes](https://help.saasgrid.com/articles/3621656676-retroactive-changes) ### Setting up Data Sources - [Configuring a Workspace](https://help.saasgrid.com/articles/5067118884-configuring-a-workspace) - [Connect Netsuite to Grid](https://help.saasgrid.com/articles/7203699248-connect-netsuite-to-saasgrid) - [Connect QuickBooks to Grid](https://help.saasgrid.com/articles/3590414770-connect-quickbooks-to-saasgrid) - [Connect Sage Intacct to Grid](https://help.saasgrid.com/articles/4437605908-connect-sage-intacct-to-saasgrid) - [Connect Salesforce to Grid](https://help.saasgrid.com/articles/6412174647-connect-salesforce-to-saasgrid) - [Connect HubSpot to Grid](https://help.saasgrid.com/articles/4120731560-connect-hubspot-to-saasgrid) - [Connect Xero to Grid](https://help.saasgrid.com/articles/5816302327-connect-xero-to-saasgrid) ### Files (Excel or Sheets) - [Uploading a File Template](https://help.saasgrid.com/articles/2153644623-uploading-a-file-template) - [MRR Waterfall Template](https://help.saasgrid.com/articles/4682774014-mrr-waterfall-template) - [Transaction Revenue Template](https://help.saasgrid.com/articles/3211093927-transaction-revenue-template) ### CRM - [Overview of CRMs](https://help.saasgrid.com/articles/7695441986-overview-of-crms) - [CRM Issue Types](https://help.saasgrid.com/articles/1958846479-crm-issue-types) - [CRM Rules Flow - Opportunities / Deals (Step 1)](https://help.saasgrid.com/articles/1880452377-crm-rules-flow-opportunities-deals-step-1) - [CRM Rules Flow - Dates (Step 2)](https://help.saasgrid.com/articles/8064116137-crm-rules-flow-dates-step-2) - [Rules Flow - Miscellaneous (Step 3)](https://help.saasgrid.com/articles/6886963050-rules-flow-miscellaneous-step-3) - [Rules Flow - Segments and Filters (Step 4)](https://help.saasgrid.com/articles/9006715958-rules-flow-segments-and-filters-step-4) - [Setting up Orders ](https://help.saasgrid.com/articles/1640717515-orders) ### Billing - [QuickBooks (Billing)](https://help.saasgrid.com/articles/2301993478-quickbooks-billing) - [Netsuite (Billing)](https://help.saasgrid.com/articles/6731900298-netsuite-billing) - [Xero (Billing)](https://help.saasgrid.com/articles/1666390821-xero-billing) - [SageIntacct (Billing)](https://help.saasgrid.com/articles/8673459482-sageintacct-billing) - [Configuring Numeral Sales Tax in Grid](https://help.saasgrid.com/articles/3518399150-configuring-numeral-sales-tax-in-grid) #### Stripe - [Setting Up Stripe in Grid](https://help.saasgrid.com/articles/7866490724-setting-up-stripe-in-saasgrid) - [Aligning Stripe and Grid](https://help.saasgrid.com/articles/9690758673-aligning-stripe-and-saasgrid) - [Subscriptions vs Invoices](https://help.saasgrid.com/articles/3878235271-subscriptions-vs-invoices) - [Append Custom Attributes to Customers from Stripe](https://help.saasgrid.com/articles/5081388942-append-custom-attributes-to-customers-from-stripe) ### Accounting - [Expense Segments](https://help.saasgrid.com/articles/7419855907-expense-segments) - [Rules Flow for Accounting Data](https://help.saasgrid.com/articles/9465351217-rules-flow-for-accounting-data) ### Headcount - [How to upload Headcount Data](https://help.saasgrid.com/articles/2712469838-how-to-upload-headcount-data) ## Dashboards - [Creating and Editing Dashboards (V1)](https://help.saasgrid.com/articles/2565925834-creating-and-editing-dashboards-v1) - [Sharing your Dashboard](https://help.saasgrid.com/articles/5238428811-sharing-your-dashboard) - [Configuring the Overview](https://help.saasgrid.com/articles/4232184169-configuring-the-overview) - [Dashboard Lenses](https://help.saasgrid.com/articles/7872390082-dashboard-lenses) - [Creating and Editing Dashboards (V2)](https://help.saasgrid.com/articles/1496687368-creating-and-editing-dashboards-v2) ## Reports - [Metrics](https://help.saasgrid.com/articles/6370104512-metrics) - [Segments](https://help.saasgrid.com/articles/3147319648-segments) - [Metric Groupings](https://help.saasgrid.com/articles/7057654051-metric-groupings) - [Stacking Metrics](https://help.saasgrid.com/articles/2349419475-stacking-metrics) - [Custom Attribute Metrics](https://help.saasgrid.com/articles/9974018539-custom-attribute-metrics) - [Custom Metrics](https://help.saasgrid.com/articles/4417857839-custom-metrics) - [Data Filters](https://help.saasgrid.com/articles/8279567445-data-filters) - [Formula Breakdowns](https://help.saasgrid.com/articles/7191970674-formula-breakdowns) ### Reports - [Creating and Editing Reports](https://help.saasgrid.com/articles/4811365899-creating-and-editing-reports) ### Charts - [Creating and Editing Charts](https://help.saasgrid.com/articles/4566131946-creating-and-editing-charts) ### Plans - [Creating & Editing Plans](https://help.saasgrid.com/articles/4910259599-creating-editing-plans) - [Creating and Editing Plans (V2)](https://help.saasgrid.com/articles/9423590697-creating-plans-v2) ### Metric Settings - [Contracted ARR](https://help.saasgrid.com/articles/4274580879-contracted-arr) - [Revenue Recognition](https://help.saasgrid.com/articles/8721046035-revenue-recognition) - [Bookings Baseline](https://help.saasgrid.com/articles/1253880707-bookings-baseline) - [FX Adjustments and Movements](https://help.saasgrid.com/articles/6474303151-fx-adjustments-and-movements) - [Forecast Mode](https://help.saasgrid.com/articles/5844837027-forecast-mode) ## User Management - [Inviting Users to Grid](https://help.saasgrid.com/articles/8303539837-inviting-users-to-saasgrid) - [Creating Multiple Organizations](https://help.saasgrid.com/articles/7310845425-creating-multiple-organizations) - [User Roles](https://help.saasgrid.com/articles/7313064116-user-roles) - [Setting up SSO for Grid](https://help.saasgrid.com/articles/9859006764-setting-up-sso-for-saasgrid) ## AI Analyst - [Using AI Analyst](https://help.saasgrid.com/articles/3992929051-using-ai-analyst) ## Workflows - [Merging Customers](https://help.saasgrid.com/articles/8535120385-merging-customers) - [Pushing Data to CRM](https://help.saasgrid.com/articles/6254456705-pushing-data-to-crm) - [Digests](https://help.saasgrid.com/articles/9295016651-digests) - [Connect to Grid MCP](https://help.saasgrid.com/articles/5945378492-grid-mcp)