Revenue Stages

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What are Revenue Stages?

Revenue Stages are labels automatically assigned to each account based on billing data from your connected payment provider. They give you an instant understanding of where each customer stands financially — whether they are actively paying, trying out your product, or at risk of being lost. No manual setup is required. Once you connect a payment provider like Stripe or PayPal, Revenue Stages are assigned and updated automatically.

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The four Revenue Stages

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How Revenue Stages are assigned

Revenue Stages are derived entirely from your billing data. As billing events occur, stages update automatically:

• A new subscription is created — the account moves to Paying
• A trial begins — the account moves to Trialing
• A trial expires without conversion — the account moves to Non-Paying
• A paid subscription is cancelled — the account moves to Churned

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Where Revenue Stages appear

Revenue Stages are visible in two places:

1. Accounts list — A stage column appears in the table view, allowing you to scan the financial status of all accounts at a glance
2. Account profiles — The stage is displayed on each individual account’s profile page

You can filter and sort by Revenue Stage in any account view to quickly find the customers that matter most.

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Revenue Stages vs. Product Stages

Revenue Stages tell you about payment status, while Product Stages tell you about product engagement. Together they give you the full picture of account health.