See Where Revenue Is Gained or Lost

Written By GoCSM

Last updated 1 day ago

What This Is

This view helps you understand how your revenue changes over time by clearly separating revenue gains from revenue losses.

Instead of relying on one total number, GoCSM shows what is increasing revenue and what is reducing it.

Why This Matters

Revenue growth and revenue loss often happen at the same time.

This breakdown helps you:

  • Understand what’s driving growth

  • Identify where revenue is leaking

  • See whether new revenue is offsetting losses

  • Make better decisions around retention and expansion

It prevents false confidence based on totals alone.

Where to Find It

Path: Dashboard → Revenue Intelligence → Overview/Subaccounts/Churn Analysis

How It Works

GoCSM tracks revenue movement based on account and subscription activity.

Revenue gains come from:

  • New subscriptions

  • Plan upgrades

  • Increased usage-based spend

Revenue losses come from:

  • Subscription cancellations

  • Plan downgrades

  • Reduced usage-based spend

These changes are reflected automatically and update on a nightly sync.

How to Read Revenue Gains

Revenue gains indicate momentum.

  • Strong gains suggest successful acquisition or expansion

  • Gains driven only by usage may be temporary

  • Sustainable gains usually include subscription growth

Always look at gains alongside margin.

How to Read Revenue Losses

Revenue losses highlight contraction.

  • Cancellations have the largest long-term impact

  • Downgrades often signal reduced value or engagement

  • Decreased usage may indicate early risk

Losses should be reviewed together with Health Status and Adoption.

Tips

  • Don’t ignore losses just because total revenue looks stable

  • Investigate downgrades before they become cancellations

  • Use this view during monthly reviews to guide action

Who Should Use This

  • Agency owners

  • Customer Success Managers

  • Account managers

Related Articles

  • Understand Revenue Churn and Risk

  • Track Monthly Recurring Revenue (MRR)

  • Review Revenue at the Account Level

  • Identify Revenue at Risk from Failed Payments