Billing dashboard

Plans supporting this feature: Growth Enterprise

1. Overview

Purpose: The Billing Dashboard provides visibility into the full invoice lifecycle — from creation to settlement, including failed, canceled, pending, dunning, and refunded states. It helps teams monitor billing performance, detect bottlenecks, and manage credit notes.

Who it’s for: Finance leaders, billing operations managers, revenue analysts, customer success managers, and RevOps teams.

Business Value:

• Ensures transparency across all invoice states for better cash flow operations.

• Supports operational efficiency by surfacing failed invoices.

• Improves financial control by monitoring net vs. total billing and credit notes.

2. Key Questions Answered

• How much total billing was generated in a given period?

• How much billing has been successfully settled and paid?

• What is the volume and value of invoices in different states (dunning, canceled, failed, pending, refunded)?

• How many invoices were created vs. how many were settled?

• What is the net billing amount after credits and refunds?

3. Metrics & Definitions

• Total Billing

  Gross value of all invoices created in a given period.

  Calculation: Sum of Invoice Amount in all states

• Net Billing

  Total billing minus credit notes and refunds.

  Calculation: Total Billing – Credit Notes – Refunded Invoices

• New Billing

  Billing amount from newly created invoices in the selected period.

  Calculation: Sum of Invoice Amount Invoice Created Date = Selected period

• Total Billing Paid
  Amount of billing that has been successfully settled and paid.

  Calculation: Sum of Invoice Amount where State = Settled

• Total Credit Notes Amount

  Value of credit notes issued, reducing total receivable billing.

  Calculation: Sum of Credit Note Amount

• Amount of Settled Invoices

  Total value of invoices that reached settlement.

  Calculation: Sum of Invoice Amount where State = Settled

• Amount of Dunning Invoices

  Value of invoices currently in the dunning process.

  Calculation: Sum of Invoice Amount where State = Dunning

• Amount of Canceled Invoices

  Value of invoices canceled before settlement.

  Calculation: Sum of Invoice Amount where State = Canceled

• Amount of Failed Invoices

  Value of invoices that failed to process.

  Calculation: Sum of Invoice Amount where State = Failed

• Amount of Refunded Invoices

  Value refunded back to customers after payment.

  Calculation: Sum of Invoice Amount where State = Refunded

• Amount of Authorized Invoices

  Value of invoices authorized but not yet settled.

  Calculation: Sum of Invoice Amount where State = Authorized

• Amount of Pending Invoices

  Value of invoices created but pending settlement.

  Calculation: Sum of Invoice Amount where State = Pending

• Number of [Invoice State] Invoices

  Count of invoices per lifecycle stage (Created, Settled, Dunning, Canceled, Failed, Pending, Authorized, Refunded).

  Calculation: Count of Invoices where State = X

4. Filters

All the above metrics can be filtered using the following criteria:

• Date (billing period selector)

• Plan (subscription plans)

• Invoice Type – Focus on the billing model driving the revenue.

  • Charge – one-time payments for products or services

  • Customer – manually created invoices

  • Subscription – regular recurring invoices generated by active subscriptions (e.g., monthly or annual plans)

  • Subscription one-time – hybrid invoices combining recurring fees with usage-based or metered charges

  • Subscription one-time instant – immediate subscription invoices created upon activation, often for real-time usage tracking

• Country (filter by billing country)

These filters enable targeted analysis and greater insights into specific dimensions of your revenue performance.

5. Usage Scenarios

• Finance Leader: Track net billing vs. total billing to validate reported revenue and assess impact.

• RevOps Manager: Monitor invoice lifecycle to identify billing frictions (e.g., high share of failed or dunning invoices).