Revenue dashboard

Plans supporting this feature: Starter Growth Enterprise

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.

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?

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

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.

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.