---
title: "Revenue dashboard"
slug: "revenue-dashboard"
updated: 2026-03-31T15:52:41Z
published: 2026-03-31T15:52:41Z
canonical: "help.frisbii.com/revenue-dashboard"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Revenue dashboard

**Plans supporting this feature:** Starter Growth Scale

## 1. Overview

**Purpose**: The Revenue Dashboard provides a complete view of recurring and non-recurring revenue performance. It highlights both topline metrics (MRR, ARR, Revenue) and underlying drivers (MRR movements, cancellations, upgrades, churn).

**Who it’s for**: CFO/Finance, CEOs/Founders – to monitor and understand revenue health at a glance RevOps/CRO – to track upsell and downgrade dynamics

**Business Value**: The dashboard enables leaders to assess revenue growth and stability.

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## 2. Key Questions Answered

- What is the current MRR and ARR, and how are they trending?
- How much new recurring revenue is being added each month?
- How much revenue is lost due to cancellations, downgrades, or pauses?
- How does MRR change month to month?
- How much revenue is generated per customer?

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## 3. Metrics & Definitions

### Core Metrics

- **Revenue**

Total amount of settled invoice order lines (discounts, refunds, and credits subtracted).

*Calculation*: Sum of settled invoices amount – discounts – refunds – credit notes.
- **MRR (Monthly Recurring Revenue)**

MRR indicates the predictable revenue a company can expect to receive on a monthly basis. It’s a rolling average of revenue from the last 3 months.

*Calculation*: Sum of revenue from the last 3 months ÷ 3.
- **ARR (Annual Recurring Revenue)**

ARR provides a long-term view of expected revenue over a year and is valuable for forecasting.

*Calculation*: MRR × 12.
- **Revenue per Customer**

Average revenue generated per active paying customer.

*Calculation*: Total Revenue ÷ Active Customers.

### MRR Movements

- **New MRR** Revenue from first-time paying subscribers.

*Calculation*: Sum of MRR for subscriptions with first activation in period
- **Upgrade MRR** Revenue gained from customers moving to higher plans or adding features.

*Calculation*: Sum of MRR from upgrades
- **Downgrade MRR** Revenue lost from customers switching to lower-priced plans.

*Calculation*: Sum of MRR from downgrades
- **Cancellation MRR** Revenue lost from full subscription cancellations.

*Calculation*: Sum of MRR lost due to cancellations in period
- **Paused MRR** Revenue currently on hold due to subscriptions in paused state.

*Calculation*: Sum of MRR of paused subscriptions
- **Reactivated MRR** Revenue regained from previously canceled or on-hold subscriptions that became active again.

*Calculation*: Sum of MRR from reactivated subscriptions

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## 4. Filters

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

- **Date** (time period selection)
- **Country** (customer geography)
- **Revenue Type** – Categorizes how revenue was generated from invoice line items.
  - **Plan** – Recurring subscription plan fees
  - **Setup fee** – One-time setup or onboarding charges
  - **Add-On** – Additional paid features or services attached to a subscription
  - **Additional cost** – Extra charges linked to a subscription (e.g., overages or adjustments)
  - **Usage-based billing product** – Usage-based or pay-per-use billing items
  - **On demand** – One-off purchases or non-recurring transactions
  - **Surcharge fee** – Transaction-based fees or applied surcharges

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

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## 5. Usage Scenarios

- **Finance Leader (CFO / FP&A)**
  - Use MRR/ARR trends to validate revenue forecasts and investor reporting.
  - Analyze churn vs. upgrades to assess net growth.
- **RevOps Manager**
  - Monitor upsell and downgrade patterns to adjust sales incentives.
  - Track cancellation drivers and work with CS on retention playbooks.
- **Customer Success Manager**
  - Use Paused MRR and Cancellation MRR to flag at-risk customers.
  - Identify reactivation revenue to evaluate win-back programs.

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### FAQs

#### **Why does revenue not match settled invoices?**

Because discounts, refunds, and credits are subtracted.

#### **Why does MRR differ from my invoice totals?**

MRR is normalized recurring revenue (annual plans are prorated monthly; 3-month smoothing applied).

#### **Is revenue recognition applied?**

No, revenue recognition is **not** applied in this dashboard.