What This Is

This view shows how your total revenue is distributed across different subscription plans.

It helps you understand which plans contribute the most to your revenue and which ones may need attention.

Why This Matters

Not all plans contribute equally to business growth.

Understanding revenue by plan helps you:

• Identify your most valuable plans

• See which plans drive profitability

• Spot pricing or packaging issues

• Decide where to focus sales, retention, and expansion efforts

A smaller number of high-value plans can often outperform many low-value ones.

Where to Find It

Path: Dashboard → Revenue Intelligence → Overview

How It Works

GoCSM groups revenue based on the subscription plans your customers are on.

For each plan, it shows:

• How much revenue that plan contributes

• How revenue is distributed across all plans

This data is synced nightly and reflects trends, not same-day changes.

How to Read the Revenue by Plan Chart

• Larger segments represent plans contributing more revenue

• Smaller segments represent lower overall contribution

• A plan with fewer customers can still dominate revenue if pricing is higher

This view focuses on revenue impact, not customer count.

What This Chart Can Reveal

• Over-reliance on a single plan

• Plans that generate revenue but low margin

• Entry-level plans that don’t convert into higher tiers

• Opportunities to simplify or restructure pricing

Tips

• Compare revenue by plan with margin data

• Watch for plans with high usage but low profitability

• Use this insight to guide upsell and packaging decisions

Who Should Use This

• Agency owners

• Leadership teams

• Sales and growth teams

Related Articles

• Understand Cost, Margin, and Profit

• Understand Revenue by Product and Service

• Review Revenue at the Account Level

• How to Use the Revenue Overview Dashboard