Review Revenue at the Account Level

Written By GoCSM

Last updated 19 days ago

Click on the account to view their data

The Account-Level Revenue view lets you review revenue, cost, margin, renewals, and risk signals for each individual account.

It helps you move from high-level trends to specific accounts that need action.

Why This Matters

Dashboards show patterns. Accounts show reality.

Reviewing revenue at the account level helps you:

  • Prioritize high-value customers

  • Spot at-risk accounts early

  • Understand which accounts are profitable

  • Decide where your team should focus next

This is where Revenue Intelligence turns into action.

Where to Find It

Path: Dashboard → Revenue Intelligence → Sub-accounts

Click on the account to view their data

How It Works

Each row in the Sub-accounts table represents one customer account.

For each account, GoCSM displays:

  • Total revenue

  • Cost and margin

  • Margin percentage

  • Wallet balance and spend

  • Renewal timing

  • Payment and risk indicators

  • Tags showing account signals

All data is synced nightly and reflects recent trends.

How to Read an Account Row

When reviewing an account, look at signals together:

  • Revenue: How valuable is this account?

  • Margin: Is the revenue profitable?

  • Wallet balance: Is usage-based spend at risk?

  • Renewal date: Is a decision coming up?

  • Tags: Are there warnings like low wallet, renewal due, or declining spend?

No single column tells the full story, patterns matter.

Common Account Signals Explained

  • Growing: Revenue is increasing

  • Declining: Revenue is decreasing

  • Low Wallet Balance: Usage-based charges may fail soon

  • Failed Payment: Immediate follow-up needed

  • Renewal Due: Renewal decision approaching

These signals help you prioritize outreach.

How to Use This View Effectively

  • Start with high-revenue, low-margin accounts

  • Prioritize accounts with multiple risk signals

  • Review this table during weekly or bi-weekly check-ins

  • Assign ownership for follow-ups and renewals

Automate This with Workflow Triggers

You can automatically or manually take action when these signals appear using Workflow Triggers such as triggering GoHighLevel workflows or requesting feedback directly from the table.

Tips

  • Don’t treat all accounts equally

  • Focus on impact, not volume

  • Use Revenue Intelligence alongside Health Status and Adoption

Who Should Use This

  • Customer Success Managers

  • Account managers

  • Agency owners

  • Operations teams