> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Revenue Management
> Find renewals, outstanding invoices, and expansion pipeline in Quivly, then act from the customer profile, Opportunities, agents, and notebooks.
## Overview
Revenue work in Quivly lives on the same customer as health, usage, and support. Billing data comes from your [billing integration](/integrations/billing/stripe). Deal data comes from your [CRM](/integrations/introduction). Quivly does not write back to either system.
Use this workflow to:
* Build a renewal and collections list from the [customer list](/customer-views/customer-list)
* Inspect MRR, invoices, and cancellation notices on the [Revenue tab](/customer-views/revenue-tab)
* Review expansion and renewal deals on [Opportunities](/product/opportunities)
* Draft outreach with [signal rules](/product/signal-rules), [agents](/product/agents), and [notebooks](/product/notebooks)
***
## What you need connected
| Source | What it supplies |
| ---------------------------------------------------------------------------------- | ------------------------------------------------------------ |
| [Stripe](/integrations/billing/stripe) (or your billing provider) | MRR, ARR, subscriptions, invoices, renewal dates |
| [Salesforce](/integrations/crm/salesforce) or [HubSpot](/integrations/crm/hubspot) | Opportunities, stages, close dates |
| [Health scores](/health-scores/introduction) | Revenue category (MRR, outstanding balances, renewal timing) |
Without billing, the Revenue tab is empty. Without CRM, Opportunities has nothing to sync.
***
## Build a working list
Click **Customers**. Start from **All Customers** or **My Accounts** if you only own a book.
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.
Typical filters:
| Filter | Operator | Why |
| ----------------- | --------------------------- | --------------------------------- |
| Health Risk Level | is one of Critical, At Risk | Renewals that also look unhealthy |
| Segment | is | Enterprise or strategic book |
| Lifecycle Stage | is | Accounts already marked Renewing |
Conditions combine with AND. Save the result as a [custom view](/customer-views/custom-views) (for example "Renewals this quarter").
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](/customer-views/revenue-tab). They are not default customer-list columns. Open the profile — or ask [Ask Quivly](/product/ask-quivly) — when you need those values for a specific account.
***
## Inspect the Revenue tab
Open a customer → **Revenue**.
### Metric cards
| Metric | What to use it for |
| ------------------- | ----------------------------------------------------- |
| **MRR** / **ARR** | Current recurring value |
| **Total Paid** | Historical collections |
| **Outstanding** | Unpaid invoices (highlighted if greater than zero) |
| **Days to Renewal** | Time until the current period ends (amber if overdue) |
| **Renewal Date** | Period end date |
### 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**.
### 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.
***
## Inspect Opportunities
Open **Opportunities** in the main nav for the org-wide pipeline, or the customer's **Opportunities** tab for that account only.
| View | Use |
| ------------ | -------------------------- |
| **Board** | Deals grouped by stage |
| **List** | Filterable, sortable table |
| **Calendar** | Deals by date |
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](/health-scores/introduction) context.
***
## 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](/health-scores/interpreting-scores).
If Revenue is disabled or weighted to 0% in [configuration](/health-scores/configuration), it does not affect the overall score.
***
## Act
| Job | Where |
| --------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------- |
| Draft a renewal brief from live billing, contracts, usage, and health | [Notebook](/product/notebooks) on the customer, with a renewal or QBR [skill](/product/skills) |
| Ask who renews soon, who has outstanding invoices, or where MRR moved | [Ask Quivly](/product/ask-quivly) |
| Fire a drafted recommendation when a renewal is approaching | [Signal rules](/product/signal-rules) — trigger **approaching renewals** |
| Run a scheduled renewal brief, then pause for approval | [Agents](/product/agents) — template **Renewal prep brief** |
| Surface accounts ready to grow and draft outreach | [Agents](/product/agents) — template **Expansion spotter** |
| Review and send the draft email, Slack message, or calendar event | [Actions](/product/actions) |
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.
***
## 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](/dashboards/creating-dashboards).
***
## 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](/troubleshooting/customer-information-not-linking).
***
## Related guides
Health-score workflow for churn risk, including revenue red flags
Prep a QBR or account review from the overview and notebooks
Usage trends, health usage scoring, and expansion from adoption
Metric cards, subscriptions, and invoice detail