Revenue health overview
The Home page gives you an at-a-glance view of your revenue health. It is the first thing you see when you open Bigdelta and is designed to help you quickly identify what needs your attention.
The three panels
The Home page is organized into three panels, each focused on a different aspect of your revenue:
| Panel | What it shows |
|---|
| Revenue Changes | Recent shifts in your recurring revenue, helping you understand how your MRR is moving |
| Revenue Opportunities | Accounts showing expansion potential, so you can prioritize upsell and growth conversations |
| Revenue at Risk | Accounts showing signs of churn or contraction, so you can act before it is too late |
How to use the Home page
- Use the time range selector to view data for different periods (7 days, 1 month, 3 months, etc.)
- Click on any account in the panels to open its full profile and see detailed information
- Use the panels to prioritize which customers need attention right now
Make the Home page part of your daily routine. A quick check each morning helps you stay on top of revenue changes and catch issues early.
