Overview
The Revenue Tab displays financial data from your billing integration, including recurring revenue, subscriptions, invoices, and payment status.Key Metrics
At the top of the Revenue Tab, view:- Current ARR/MRR - Recurring revenue with trend indicator
- Total Contract Value - TCV and ACV
- Lifetime Value - Total revenue to date
- Payment Status - Current billing health
- Renewal Date - Days until next renewal
- Expansion Rate - Net revenue retention
Subscriptions
View all active subscriptions:| Field | Description |
|---|---|
| Plan Name | Subscription plan or product |
| Status | Active, Trial, Cancelled, Paused |
| MRR/ARR | Recurring revenue |
| Quantity | License count |
| Renewal Date | Next renewal |
Invoice History
Browse all invoices:- Filter by status (Paid, Pending, Overdue, Failed)
- View invoice details and line items
- Track payment dates and methods
- Download invoice PDFs
Payment Health
Monitor billing health indicators:- Healthy - All invoices paid on time, valid payment method
- Warning - Payment method expiring soon, slow payment velocity
- At-Risk - Overdue invoices, failed payment attempts
Revenue Timeline
View revenue changes over time:- Initial purchase
- Expansions (upsells, add-ons)
- Contractions (downgrades)
- Renewals
- Credits or refunds
Renewal Tracking
Track upcoming renewals:- Renewal date and days remaining
- Projected renewal value
- Renewal probability based on health score
- Auto-renewal status