Finance AI Index
September 2026 Edition · The permanent record of this edition. The unqualified address always carries the latest edition.
Index Planning and analysis SaaS metrics › Small business September 2026 Edition

SaaS metrics and analytics for small business buyers

Asked as “SaaS metrics dashboard”, and as “ARR analytics tool”, on behalf of a small B2B company. 49 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Contested
37% of first choices, contested.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment; they sit side by side and are never added together.

01The standing

Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for a small B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01ChartMogul37%3%58endorsed leader
02ProfitWell Metrics29%0%42accepted challenger
03Databox14%3%33accepted challenger
04Baremetrics8%15%47accepted challenger
05Looker Studio8%0%23accepted challenger
06Mixpanel2%18%22accepted challenger
07Geckoboard2%7%15accepted challenger
Show the three products at 0%, ordered by negative rate
10Amplitude0%38%16criticized challenger
09Metabase0%10%10accepted challenger
08PostHog0%0%16accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its vendor page.

Recommended versus criticized

Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.

Criticized challengerCriticized default
Negative label rate →
01
02
03
04
05
06
07
08
09
10
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative50%
Key
01ChartMogul37%
02ProfitWell Metrics29%
03Databox14%
04Baremetrics8%
05Looker Studio8%
06Mixpanel2%
07Geckoboard2%
08PostHog0%
09Metabase0%
10Amplitude0%

02What they warned about

Three of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, Gemini 3.5 Flash, Perplexity Sonar, Grok 4.1 Fast, Mistral Small, Llama 4 Maverick, Qwen 3.7 Flash, GLM 4.7 FlashX and MiniMax M2.5 changed. A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
Baremetrics
15%
7 of 47 labels negative · 6 of 12 models
“Platforms that charge by MRR with steep jumps (e.g., Baremetrics’ Accelerator starting around $49/mo with no true free plan)” GLM 4.7 FlashX, negative prompt
Amplitude
38%
6 of 16 labels negative · 5 of 12 models · 3 hard negative
“Be cautious or avoid these SaaS metrics tools ... Amplitude/Heap "free" starters have strict limits pushing to custom/enterprise plans” Grok 4.1 Fast, negative prompt
Tableau
100%
8 of 8 labels negative · 5 of 12 models · 2 hard negative
“Enterprise BI tools (Tableau, Domo, Looker, Qlik) — **Avoid early on**” DeepSeek V4 Flash, negative prompt
Looker
83%
5 of 6 labels negative · 4 of 12 models · 1 hard negative
“**Skip:** Tableau, Domo, Looker, paid Baremetrics” DeepSeek V4 Flash, negative prompt

03What they cite

Citations exist only for the models that return a source list: twelve of the twelve in this edition, and all six flagship models on the expanded tier.

Sites the answers cite

66 of 72 answers in this category came back with a source list, from 12 of 12 models: citations where the model returns them, or the search results it consulted. 6 of those lists are Google grounding redirects that name no site and are left out of the counts. 853 links across 245 sites, every framing counted. Ranked by the number of answers carrying the site or page.

39 answers · 39 citations · 10 models
vendor site · Databox34 answers · 51 citations · 11 models
vendor site · Baremetrics28 answers · 59 citations · 10 models
20 answers · 27 citations · 9 models
14 answers · 14 citations · 8 models
vendor site · Taskade13 answers · 13 citations · 9 models
vendor site · Coefficient11 answers · 12 citations · 7 models
10 answers · 16 citations · 8 models
vendor site · Younium10 answers · 10 citations · 8 models
9 answers · 36 citations · 9 models
vendor site · Fastero9 answers · 12 citations · 7 models
vendor site · Klipfolio9 answers · 10 citations · 7 models

Pages the answers cite

The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.

04How they answered

Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ModelDirect“What is the best SaaS metrics dashboard for a small B2B company?”Paraphrase“Which ARR analytics tool would you recommend to a small business that sells to other businesses?”Comparative“What are the top SaaS metrics tools for a small team and how do they differ?”Budget-constrained“What is the best SaaS metrics dashboard for a small company with a tight budget?”Scale-constrained“We are a 30 person company evaluating a SaaS metrics dashboard. What should we look at?”Negative“Which SaaS metrics tools should a small business avoid or be cautious about?”
Claude Haiku 4.5ProfitWell Metrics
Two alternativesBaremetrics, ChartMogul
ChartMogul, MixpanelChanged
One alternativeHubSpot CRM
Baremetrics, ChartMogul
Three alternativesLooker Studio, Mixpanel, ProfitWell Metrics
against: Amplitude
Looker Studio
Four alternativesDatabox, Metabase, ProfitWell Metrics, Zoho Analytics
no first choiceagainst: Google Analytics, Heap, Looker, Mixpanel, Qlik, Sigma Computing, Tableau
GPT-5.4 miniChartMogul
Two alternativesBaremetrics, Geckoboard
ChartMogulHeld
Four alternativesBaremetrics, ProfitWell Metrics, Salesforce/HubSpot + BI tool, Stripe Dashboard + custom reporting
Baremetrics, ChartMogul
Two alternativesAmplitude, Mixpanel
Databox
Three alternativesChartMogul, Google Sheets, Looker Studio
against: Baremetrics
no first choicenothing named
Gemini 3.5 FlashProfitWell Metrics
Four alternativesBaremetrics, ChartMogul, Databox, PostHog
ChartMogulChanged
Three alternativesBaremetrics, Chartsy, ProfitWell Metrics
PostHog, ProfitWell Metrics
Three alternativesBaremetrics, ChartMogul, June
ChartMogul, ProfitWell Metrics
Two alternativesGoogle Sheets, Superjoin
against: Stripe Billing
ChartMogul
Four alternativesBaremetrics, Chartsy, Databox, ProfitWell / Paddle
against: ChatGPT, Claude, Looker, Snowflake, Tableau
against: Amplitude, Baremetrics, Braintree, Chargebee, Heap, Looker, Microsoft Power BI, PayPal, Recurly, Tableau, Zuora
Perplexity SonarDatabox
Two alternativesBaremetrics, ChartMogul
against: Fairview, Maxio
ChartMogulChanged
Two alternativesBaremetrics, ProfitWell Metrics
Baremetrics, ChartMogul
Six alternativesAmplitude, Databox, Looker Studio, Mixpanel, PostHog, ProfitWell / Paddle Metrics
ChartMogul, Databox
Four alternativesLooker Studio, Metabase, Ploxir, ProfitWell / Paddle Metrics
no first choiceagainst: Google Analytics
Grok 4.1 FastLooker Studio, ProfitWell Metrics
One alternativeDatabox
ProfitWell MetricsChanged
Two alternativesBaremetrics, ChartMogul
ProfitWell Metrics
Three alternativesBaremetrics, ChartMogul, Databox
against: Amplitude
Looker Studio, ProfitWell Metrics
Four alternativesChartMogul, Databox, Mixpanel, PostHog
against: Baremetrics, Geckoboard
no first choice
Two alternativesBaremetrics, ChartMogul
against: Amplitude, Baremetrics, ChartMogul, Heap, Mixpanel
Mistral SmallDatabox, Geckoboard
Two alternativesAmplitude, Looker Studio
ProfitWell MetricsChangedBaremetrics, ChartMogul
Three alternativesDatabox, Mixpanel, ProfitWell Metrics
ProfitWell Metrics
Three alternativesChartMogul, Databox, Taskade Genesis
no first choiceagainst: Mosaic
DeepSeek V4 FlashChartMogul
Three alternativesBaremetrics, Databox, Geckoboard
against: Microsoft Power BI, Tableau
ChartMogulHeld
One alternativeBaremetrics
against: Maxio
ChartMogul, ProfitWell Metrics
Four alternativesBaremetrics, Looker Studio, Mixpanel, PostHog
against: Maxio, Microsoft Power BI, Mosaic, Tableau
ProfitWell Metrics
Four alternativesChartMogul, Databox, Geckoboard, Looker Studio
Baremetrics
Three alternativesChartMogul, Paddle Retain, ProfitWell Metrics
against: Amplitude, Baremetrics, Databox, Domo, Klipfolio, Looker, Mixpanel, Qlik, Tableau
Llama 4 Maverickno first choiceBaremetricsChanged
One alternativeChartMogul
no first choiceDatabox
Three alternativesBaremetrics, ChartMogul, Mixpanel
no first choicenothing named
Qwen 3.7 FlashChartMogul
Four alternativesAmplitude, Databox, Looker Studio, ProfitWell Metrics
Baremetrics, ChartMogulChanged
One alternativeProfitWell Metrics
Baremetrics
Four alternativesChartMogul, Databox, PostHog, ProfitWell Metrics
against: Mixpanel
Databox, Looker Studio
Two alternativesChartMogul, ProfitWell Metrics
no first choiceagainst: Google Sheets, Looker, Snowflake, Tableau, dbt
Kimi K2ChartMogul
Three alternativesBaremetrics, Databox, Looker Studio
ChartMogulHeld
Two alternativesBaremetrics, Metronome
ProfitWell Metrics
Three alternativesBaremetrics, ChartMogul, Databox
against: SaaSGrid
ChartMogul, ProfitWell Metrics
Three alternativesBaremetrics, Looker Studio, Metabase
no first choiceagainst: Baremetrics, ChartMogul
GLM 4.7 FlashXChartMogul, Databox
Five alternativesBaremetrics, Geckoboard, Mixpanel, PostHog, ProfitWell Metrics
against: Metabase, Microsoft Power BI
ChartMogul, ProfitWell MetricsChanged
Three alternativesBaremetrics, Grid, StripeReport
ProfitWell Metrics
Nine alternativesBaremetrics, ChartMogul, Databox, Geckoboard, Google Analytics, Looker Studio, Mixpanel, PostHog, SaaSGrid
against: Amplitude
ProfitWell Metrics
Five alternativesChartMogul, Databox, Geckoboard, Looker Studio, PostHog
no first choiceagainst: Baremetrics
MiniMax M2.5ChartMogul, ProfitWell Metrics
Four alternativesDatabox, Geckoboard, Looker Studio, Metabase
against: Apache Superset, Tableau
BaremetricsChanged
One alternativeChartMogul
ProfitWell Metrics
Four alternativesBaremetrics, ChartMogul, Databox, Geckoboard
ProfitWell Metrics
Four alternativesBaremetrics, ChartMogul, Databox, Mixpanel
no first choiceagainst: Funnel.io, Mention, Totango
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

05The record

One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency. Full answer text is in the free responses file. Download the record
Seventy-two rows: every prompt, every model, every answer.
PromptModelVersion stringTime (UTC)SearchedSourcesLatency
Direct recommendationClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:48yes99 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:06yes36 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:10yes1724 s
Direct recommendationPerplexity Sonarsonar2026-09-17 18:36yes207 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:56yes3622 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 19:09yes56 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:35yes1720 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:34yes53 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:36yes529 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 17:58yes1535 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:59yes1760 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:56yes1057 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:38yes97 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:52no04 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:20yes1722 s
ParaphrasePerplexity Sonarsonar2026-09-17 18:36yes205 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:31yes4019 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 19:25yes119 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 18:46yes2441 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:07yes54 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:51no029 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:06yes820 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:24yes1970 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:59yes721 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:30yes1514 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:33yes47 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:47yes1821 s
ComparativePerplexity Sonarsonar2026-09-17 20:53yes2014 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:48yes2415 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 20:08yes57 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:46yes1921 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:11yes52 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:09yes530 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:11yes1482 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:55yes2141 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:50yes1225 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:13yes97 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:26yes36 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:27yes2322 s
Budget constrainedPerplexity Sonarsonar2026-09-17 20:26yes206 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 21:09yes4118 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:47yes55 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 21:00yes1739 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:46yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:16yes526 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:21yes1524 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:05yes813 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:30yes1334 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:16no05 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:57no08 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:46yes625 s
Scale constrainedPerplexity Sonarsonar2026-09-17 18:37yes209 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:16yes1314 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 20:02no07 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 20:22yes2043 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:30yes53 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:53yes527 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:33yes1225 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:30yes1087 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:20no052 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 17:54yes1910 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:06yes56 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:56yes1657 s
Negative framingPerplexity Sonarsonar2026-09-17 19:58yes208 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:41yes3217 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 20:14yes129 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 20:17yes2365 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:07yes56 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:26yes29113 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:40yes1549 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:51yes2878 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:21yes1037 s

Normalization in this category

Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.

Category-scoped readings
Google Looker Studio read as Looker Studio
Google Looker Studio (Data Studio) read as Looker Studio
Google Looker Studio (formerly Data Studio) read as Looker Studio
PowerBI read as Microsoft Power BI
ProfitWell read as ProfitWell Metrics
ProfitWell (Paddle Metrics) read as ProfitWell Metrics
ProfitWell (by Paddle) read as ProfitWell Metrics
ProfitWell (by Stripe) read as ProfitWell Metrics
ProfitWell (now Paddle Retain) read as ProfitWell Metrics
Sigma read as Sigma Computing
Unresolved, counted raw
Funnel.io
GrowthBook
June (June.so)
Kluster
Mention
Paddle / ProfitWell-style metrics
Paddle Retain (formerly ProfitWell Metrics
Ploxir
Porter Metrics
SaaS Dash AI
Salesforce/HubSpot + BI tool
Stripe Dashboard
Stripe Dashboard + Sigma
Stripe Dashboard + custom reporting
Superjoin
Wingify Insights
Zite
Discontinued, still offered
No shut-down product was recommended here.
← FP&A platformsAccounts payable automat →