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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.
Full Revenue tab showing MRR History line chart and subscriptions table below

Revenue tab showing the MRR History chart and subscriptions table

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.

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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.
Use the MRR History chart to assess whether an account is growing, stable, or declining before reaching out. A downward trend may signal dissatisfaction, while an upward trend could indicate readiness for a conversation about expanded plans.

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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.

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Billing History

A paginated table of the account’s invoice history, showing 5 invoices per page.
Invoices with a Failed status indicate payment issues. Check the Transactions section below for more details on what went wrong, and consider reaching out to the customer to resolve billing problems.

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Transactions

A table of individual payment transactions for the account.

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How data flows into the Revenue tab

All financial data on this tab is synced automatically from your connected payment provider.
1

Connect a payment provider

Link your Stripe, PayPal, or other supported payment provider in your workspace integrations settings.
2

Data syncs automatically

Subscriptions, invoices, and transactions are imported and kept up to date automatically.
3

View on any account

Open any account profile and navigate to the Revenue tab to see the full financial picture.
Combine the Revenue tab with Revenue Stages for a complete financial monitoring workflow. Revenue Stages categorize accounts by payment status, and the Revenue tab gives you the details when you need to dig deeper.