Understand Revenue by Product and Service

Written By GoCSM

Last updated 1 day ago

What This Is

This view shows how your revenue is generated across different products and services you offer, such as subscriptions, usage-based services, and add-ons.

It helps you understand what customers are paying for and where revenue is really coming from.

Why This Matters

Revenue does not behave the same across all products and services.

Some services:

  • Generate steady, predictable revenue

  • Have usage-based costs attached

  • Produce high revenue but lower margins

Understanding revenue by product helps you:

  • Identify your most valuable offerings

  • Spot services that are expensive to deliver

  • Optimize pricing, packaging, and usage limits

  • Avoid scaling low-margin services unknowingly

Where to Find It

Path: Dashboard → Revenue Intelligence → Overview

How It Works

GoCSM groups revenue based on the type of product or service being used, such as:

  • Subscription plans

  • SMS

  • AI usage

  • Phone and call services

  • Email and messaging

  • Ads or other usage-based tools

Revenue and associated costs are tracked together and synced nightly to reflect overall trends.

How to Read Revenue by Product

  • Larger segments indicate higher revenue contribution

  • Smaller segments may still carry high costs

  • Usage-based services often fluctuate more than subscriptions

This view shows revenue distribution, not profitability on its own.

Important Context About Cost and Margin

Some products and services have direct delivery costs.

This means:

  • High revenue does not always equal high profit

  • Margin can vary significantly by product

  • Usage spikes can reduce profitability quickly

Always review this view together with margin data.

Tips

  • Pair this chart with Cost and Margin insights

  • Watch usage-based services closely

  • Use this view to guide pricing and usage policies

Who Should Use This

  • Agency owners

  • Operations and finance teams

  • Customer Success Managers

Related Articles

  • Understand Cost, Margin, and Profit

  • See Which Plans Generate the Most Revenue

  • Review Revenue at the Account Level

  • How Revenue Data Impacts Customer Health