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Overview

Revenue work in Quivly lives on the same customer as health, usage, and support. Billing data comes from your billing integration. Deal data comes from your CRM. Quivly does not write back to either system. Use this workflow to:

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What you need connected

Without billing, the Revenue tab is empty. Without CRM, Opportunities has nothing to sync.

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Build a working list

1

Open Customers

Click Customers. Start from All Customers or My Accounts if you only own a book.
2

Add revenue columns

Use + Add column or the header Settings gear. Include MRR, Health Score, and Health Risk Level. Add any billing or CRM fields you map — for example lifecycle stage — so you can sort without opening every profile.
3

Filter to the book you are working

Typical filters:Conditions combine with AND. Save the result as a custom view (for example “Renewals this quarter”).
4

Sort

Sort by MRR descending when you are protecting revenue, or by Health Score ascending when risk should lead.
Days to renewal and outstanding balance are shown on each customer’s Revenue tab. They are not default customer-list columns. Open the profile — or ask Ask Quivly — when you need those values for a specific account.

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Inspect the Revenue tab

Open a customer → Revenue.

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Metric cards

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Subscriptions

Each active or trialing subscription shows name, status (Active, Trialing, Past Due, Canceled), MRR, line items, start/renewal/trial dates, and an orange notice if the subscription is set to cancel at period end. Canceled and expired subscriptions sit in Past Subscriptions.

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Invoices

The left panel lists invoices newest first, with status (Paid, Open, Draft, Uncollectible/Void), amount, due date, and whether payment was early, on time, or late. Select an invoice for totals, line items, billing reason, collection method, and payment attempt count when the provider sends it.

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Inspect Opportunities

Open Opportunities in the main nav for the org-wide pipeline, or the customer’s Opportunities tab for that account only. Filter, sort, and save a named view. Deal data stays in the CRM — Quivly is the reading surface. Open pipeline also feeds the customer’s revenue picture and health score context.

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Read revenue in the health score

On the customer Health Score tab, expand the Revenue category. Default revenue metrics cover MRR, outstanding balances, and renewal timing. A low score in a heavily weighted Revenue category moves the overall score more than the same drop in a light category. See interpreting scores. If Revenue is disabled or weighted to 0% in configuration, it does not affect the overall score.

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Act

Recommendations from signal rules are always drafts. Agents only send outbound messages if you published them that way; add a Review step to require approval.

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Portfolio dashboards

Under Dashboards, the template library includes a Revenue category. Use number, table, and trend widgets on customers, subscriptions, or opportunities, then apply dashboard-level date filters. See creating dashboards.

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FAQ

No. Billing integrations are read-only. Change plans, collect payment, or void invoices in Stripe (or your billing provider).
No. The CRM stays the system of record. Use Ask Quivly or agents to analyze pipeline; close or re-stage the deal in Salesforce or HubSpot.
The billing integration is not connected, the customer is not linked to a billing record, or the subscription has no period end. See customer information not linking.

Identifying at-risk customers

Health-score workflow for churn risk, including revenue red flags

Customer 360 review

Prep a QBR or account review from the overview and notebooks

Product adoption

Usage trends, health usage scoring, and expansion from adoption

Revenue tab

Metric cards, subscriptions, and invoice detail