What This Is

The Revenue Overview Dashboard gives you a high-level snapshot of your overall revenue performance and profitability.

It combines revenue, cost, margin, churn, renewals, and payment risk into one place so you can quickly understand what’s happening and where to look next.

Why This Matters

Revenue issues usually appear as patterns, not one-time events.

This dashboard helps you:

• See revenue health without digging into reports

• Spot early warning signs before revenue is lost

• Focus on trends instead of daily fluctuations Decide which accounts or areas need deeper review

• It’s designed to guide decisions, not replace accounting tools.

Where to Find It

Dashboard → Revenue Intelligence → Overview

How It Works

The Revenue Overview Dashboard pulls data from:

• Subscriptions (recurring revenue)

• Usage-based wallet spend

• Service costs

• Renewal dates

• Payment activity

Data is synced nightly, so numbers may not reflect same-day changes. This dashboard is best used for weekly and monthly reviews.

Each card and chart is meant to point you toward investigation, not act as a final answer.

What You’ll See on the Dashboard

Revenue, Cost, and Margin Summary

Top-level cards showing:

• Total Revenue

• Total Cost

• Total Margin

• Margin Percentage

These help you understand both growth and profitability at a glance.

Revenue and Margin Trends

Line charts showing how revenue and margin change over time

• Direction matters more than exact values

• Short-term movement is normal

• Consistent declines require attention

Growth and Decline Indicators

Visual indicators highlighting:

• Growing accounts

• Declining accounts

This helps you understand whether revenue movement is driven by expansion or contraction.

Churn, Renewals, and Payment Risk

Cards and sections that surface:

• Revenue churn

• Upcoming renewals

• Failed payments and low wallet balance signals

These are early warning areas that should be reviewed regularly.

How to Use This Dashboard Effectively

• Start with trends, not individual numbers

• Click into Sub-accounts or Churn Analysis when something stands out

• Review alongside Health Status and Product Adoption

This dashboard works best as a starting point, not a final destination.

Tips

• Review weekly for patterns, monthly for decisions

• Watch margin changes, not just revenue growth

• Assign clear ownership for renewals and payment follow-ups

Who Should Use This

• Agency owners

• Leadership teams

• Customer Success Managers

• Operations and finance teams

Related Articles

• Track Revenue Intelligence Metrics

• Understand Cost, Margin, and Profit

• Review Revenue at the Account Level

• Understand Revenue Churn and Risk