Streamlining Financial Analysis with Structured

This use-case offers a comprehensive view of how Structured can be utilized for financial analysis and strategic decisions.

 min. read
May 23, 2024
Streamlining Financial Analysis with Structured

Streamlining Financial Analysis with Structured

Accurate financial analysis is crucial for making informed decisions in any business. Structured provides a robust platform to analyze financial metrics and optimize unit economics, allowing finance teams to drive profitability and strategic growth. Let’s dive deeper into how a SaaS company can utilize Structured’s capabilities for comprehensive financial analysis.

Use Case

A SaaS company aims to optimize their pricing strategy and improve unit economics. They use Structured to analyze subscription data, customer lifetime value (CLV), and churn rates.

Step-by-Step Process:

Data Integration

The first step is integrating various financial data sources into Structured, ensuring a comprehensive view of the company’s financial health.

Billing Systems Integration:
Structured connects with the company’s billing systems, such as Stripe or PayPal. This integration provides detailed transaction data, including subscription fees, one-time payments, refunds, and discounts.

CRM Integration:
Next, the company integrates their CRM system, pulling in customer profiles, subscription histories, and interaction data. This helps in correlating financial metrics with customer behavior and demographics.

Customer Support Data Integration:
Integrating customer support systems, such as Zendesk or Intercom, allows Structured to analyze the impact of support interactions on subscription renewals and customer satisfaction.

Real-Time Analysis

With data integrated, the finance team uses Structured to perform real-time analysis, gaining immediate insights into key financial metrics.

Subscription Trends:
Structured provides a detailed analysis of subscription trends, highlighting metrics such as Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), and average revenue per user (ARPU). This helps in understanding revenue patterns and forecasting future growth.

Customer Lifetime Value (CLV):
Structured calculates the CLV for different customer segments, considering factors like average subscription length, upsell potential, and customer acquisition costs. This metric is crucial for understanding the long-term value of customers and informing investment decisions.

Churn Rate Analysis:
Structured analyzes churn rates, identifying patterns and triggers that lead to cancellations. This includes evaluating the impact of pricing changes, customer service interactions, and product usage trends on churn.

Pricing Strategy

Based on the real-time analysis, the finance team models different pricing scenarios to determine the most profitable approach.

Scenario Modeling:
Structured allows the team to create various pricing models, simulating the impact of changes in subscription fees, discounts, and payment plans. They can see how these changes affect metrics like MRR, CLV, and customer acquisition cost (CAC).

Competitive Benchmarking:
The team uses Structured to compare their pricing strategies with competitors. This involves analyzing market trends and customer preferences to ensure their pricing is competitive yet profitable.

Sensitivity Analysis:
Structured performs sensitivity analysis to understand how changes in pricing affect customer behavior. For example, they can evaluate how a price increase might impact churn rates versus the potential revenue gain.


With insights from Structured, the team identifies opportunities to upsell and cross-sell to existing customers, improving overall unit economics.

Upsell Opportunities:
Structured identifies segments of customers who are most likely to upgrade their subscriptions based on usage patterns and past behavior. The team can then tailor marketing campaigns to these segments, promoting premium features or higher-tier plans.

Cross-Sell Potential:
By analyzing customer data, Structured reveals opportunities for cross-selling complementary products or services. For example, customers using a particular software feature might benefit from an additional module, which can be offered at a discounted rate.

Cost Optimization:
Structured helps in identifying areas where costs can be reduced without compromising customer value. This includes optimizing customer acquisition channels, reducing churn through targeted interventions, and streamlining support operations.


The SaaS company implements a new pricing strategy that maximizes revenue and reduces churn. With Structured’s real-time analysis, they continuously monitor performance and adjust their approach as needed.

Increased Revenue:
The company sees a significant increase in MRR and ARR due to optimized pricing and effective upselling strategies.

Reduced Churn:
By understanding and addressing the causes of churn, the company reduces cancellation rates, leading to a more stable and predictable revenue stream.

Improved Profitability:
With better insights into customer lifetime value and acquisition costs, the company allocates resources more efficiently, enhancing overall profitability.


Structured empowers finance teams with the tools to conduct thorough financial analysis and optimize unit economics. By leveraging real-time data, businesses can make strategic decisions that drive profitability and growth. Structured simplifies complex financial analysis, enabling teams to focus on strategic initiatives and long-term success.