Overview
The Revenue tab on an account profile gives you a complete financial picture of that customer. It brings together subscription data, invoice history, and individual payment transactions in one place, so you can quickly assess an account’s financial health. To access the Revenue tab, open any account profile and click Revenue.
All data on this tab comes from your connected payment provider (Stripe, PayPal, etc.). No manual data entry is required — everything syncs automatically as new payments and subscription changes occur.
MRR History
A 12-month line chart showing how the account’s Monthly Recurring Revenue has changed over time. Use this chart to quickly identify trends — whether the account is expanding, contracting, or holding steady.Subscriptions
A table of the account’s active subscriptions. This tells you exactly what the customer is paying for and when their next billing cycle occurs.| Column | Description |
|---|---|
| Plan | The name of the subscription plan |
| Status | Current subscription status (e.g., Active, Cancelled) |
| Billing Interval | How often the subscription is billed (monthly, yearly, etc.) |
| Start Date | When the subscription began |
| Next Billing | The date of the next scheduled payment |
| MRR | Monthly Recurring Revenue contributed by this subscription |
| Amount | The billed amount per interval |
Billing History
A paginated table of the account’s invoice history, showing 5 invoices per page.| Column | Description |
|---|---|
| Invoice number | The unique identifier for the invoice |
| Date | When the invoice was issued |
| Description | A summary of what the invoice covers |
| Status | Payment status — Paid, Pending, or Failed |
| Amount | The total invoice amount |
Transactions
A table of individual payment transactions for the account.| Column | Description |
|---|---|
| Name | The type of transaction (Charge or Refund) |
| Date | When the transaction occurred |
| Transaction ID | The unique identifier from your payment provider |
| Status | Transaction result — Succeeded or Failed |
| Amount | The transaction amount |
How data flows into the Revenue tab
All financial data on this tab is synced automatically from your connected payment provider.Connect a payment provider
Link your Stripe, PayPal, or other supported payment provider in your workspace integrations settings.
Data syncs automatically
Subscriptions, invoices, and transactions are imported and kept up to date automatically.