Analytics
The CRM analytics tools give you visibility into revenue performance, customer behavior, and business trends. Use these tools to make informed decisions about pricing, marketing, and customer retention.
Revenue Analytics
Navigate to Admin > CRM > Analytics to access the revenue analytics page.
Revenue Trends
A time-series chart showing your revenue over configurable time periods (weekly, monthly, quarterly, yearly). Track:
- Gross revenue - total invoiced amounts
- Net revenue - gross revenue minus refunds
- New revenue - revenue from first-time customers
- Recurring revenue - revenue from renewals
Forecasting
Revenue forecasting projects your expected future revenue based on current active subscriptions and historical trends. The forecast accounts for:
- All active recurring services and their billing cycles
- Historical churn rates
- Seasonal patterns in your data
Use forecasts for capacity planning and budgeting.
Renewals
Navigate to Admin > CRM > Renewals to see a dedicated view of upcoming service renewals.
Upcoming Renewals
A list of all services with renewal dates in the near future, sorted by date. Each entry shows:
- Customer name
- Product and billing cycle
- Renewal date
- Renewal amount
- Payment status of previous invoices
At-Risk Flagging
Services are flagged as at-risk when indicators suggest the customer may not renew:
- Previous invoices that went overdue before payment
- Customer has submitted a cancellation request
- Customer has not logged in for an extended period
- Customer has outstanding support tickets
At-risk flagging helps you proactively reach out to customers before they churn.
Tags
Navigate to Admin > CRM > Tags to manage your customer tagging system.
Color-Coded Categorization
Tags are color-coded labels you apply to customer profiles for segmentation and organization. Each tag has:
- Name - a descriptive label (e.g., "VIP", "Enterprise", "At Risk", "Beta Tester")
- Color - a color for visual identification in customer lists and profiles
Creating Tags
- Navigate to Admin > CRM > Tags.
- Click New Tag.
- Enter a name and select a color.
- Click Save.
Tags are applied to customers from their individual profiles (see Customers).
Using Tags
Once applied, tags appear on customer profiles and in the customer list. You can filter the customer list by tag to quickly find all customers in a specific segment. Common tagging strategies include:
- Revenue tiers - VIP, Standard, Trial
- Risk levels - At Risk, Churned, Stable
- Acquisition channels - Referral, Ad Campaign, Organic
- Support needs - High Touch, Self-Service
Churn Analysis
The analytics page includes churn metrics to help you understand customer loss:
- Churn rate - the percentage of customers who cancelled or let their services expire during a given period
- Revenue churn - the MRR lost from churned customers
- Churn reasons - a breakdown of why customers left (cancellation reasons, payment failures, etc.)
- Cohort analysis - churn rates grouped by customer signup month, showing whether newer customers retain better than older ones
Use churn data alongside at-risk flagging and tags to build a retention strategy.
Next Steps
- CRM Dashboard - high-level business metrics
- Customers - individual customer management
- Leads - pipeline tracking