Revenue analytics
See where your revenue comes from, and why customers leave.
Go to Admin > CRM > Revenue Analytics.
Every figure comes from paid invoices.
What this page does not have
The page is a fixed view of the last 12 months. It has no date pickers, no filters, and no export button. It does no forecasting, and it has no cohort analysis.
For a month-by-month chart on one screen with your other headline figures, use the CRM Dashboard.
WARNING
Amounts on this page carry a dollar sign, whatever currency you set in Admin > Billing > Settings.
Revenue by month
A bar chart of the last 12 months, then the same data as a table.
The table columns are Month, Revenue, and Change %. The change is against the month before. A rise is green with an up arrow and a plus sign. A fall is red with a down arrow. The first month reads --, because there is nothing before it to compare.
Hover a bar to read the exact figure.
Empty state: No monthly revenue data available
Revenue by product
Which products earn the money. The columns are Product Name, Revenue, % of Total with a green bar, and Active Subs.
Active Subs is the number of services running on that product now. Revenue is everything ever paid for it.
Empty state: No product revenue data available
Revenue by billing cycle
Which billing cycles your customers pick. The columns are Cycle, Revenue, % of Total with a blue bar, and Count.
Use this to decide whether a longer cycle is worth a discount.
Empty state: No billing cycle data available
Revenue by payment method
How your customers pay. The columns are Method, Revenue, Count, and Avg Order.
Avg Order is the revenue divided by the count for that method.
Empty state: No payment method data available
Churn analysis
Why customers leave. The columns are Reason, Count, and % of Total with a red bar.
The reasons come from what customers wrote when they asked to cancel a service. Read Service Lifecycle.
Empty state: No churn data available
Next steps
- CRM Dashboard - MRR, ARR, and customer segments
- Renewals - services that are due or overdue
- Customers - what one account is worth
- Tags - segment your accounts by hand