Revenue Dashboard

Written By GoCSM

Last updated 4 months ago

1. What is this?

The Revenue Dashboard shows you a real-time overview of your agency’s financial performance. It pulls in Stripe data to help you track subscription activity, payments, churn, and customer value — all in one place.

2. Why we made this?

Revenue is a key part of customer success. If you can’t see how your subscriptions are performing, it’s hard to plan growth or catch problems early. This dashboard helps you:

  • Spot failed payments and avoid churn faster

  • Track upcoming payments before they’re missed

  • Identify your top spenders

  • Monitor renewals, downgrades, and cancellations

3. How to use this?

Log into your GoCSM account and go to the Revenue Dashboard under the Dashboard section. You’ll find metrics like:

  • Subscription Staging – Trial, Active, Failed, Canceled (visual breakdown)

  • Active Subscriptions – Customers with active plans

  • Payment Failure – Recent failed payments

  • Churned - Customers who have canceled their subscriptions

  • Stripe Customers Total – Total customers connected to Stripe

  • Premium Contacts – VIP customers on tracked plans

  • Contacts with Any Subscription – Anyone with an active or past Stripe plan

  • Upcoming Payments (This Week & Next Week) – Forecasted billing dates

  • Payments Captured This Month – Total revenue collected

  • Renewed vs Churned This Month – Who stayed, who canceled

  • Top Spenders – Highest-paying customers

  • Lost Spender Value – Revenue lost from canceled or downgraded plans

4. When to use this?

  • Weekly – Review upcoming renewals, failed payments, and current MRR

  • Monthly – Track churn, net growth, and top spending customers

  • Before campaign planning – Identify who to upsell, re-engage, or reward

5. Who’s this for?

  • Founders and Ops Leads who want fast insight into growth and churn

  • CSMs and Support Teams who need to follow up on billing issues

  • Anyone managing retention or SaaS subscription performance