Overview
The Revenue Tab displays billing data from your connected billing provider, including recurring revenue metrics, active and past subscriptions, and a full invoice history.Key Metrics
Six metric cards are displayed at the top:| Metric | Description |
|---|---|
| MRR | Monthly recurring revenue from active subscriptions |
| ARR | Annual recurring revenue (MRR x 12) |
| Total Paid | Sum of all paid invoices |
| Outstanding Balance | Unpaid invoice amounts (highlighted in red if > 0) |
| Days to Renewal | Time until subscription renewal (amber if overdue) |
| Renewal Date | Date when the current subscription period ends |
Subscriptions
Active Subscriptions
Each active or trialing subscription displays:- Name and status - Subscription description with a color-coded status badge (Active, Trialing, Past Due, Canceled)
- MRR - Monthly recurring amount
- Line items - Individual products with quantity, unit price, and billing interval
- Dates - Start date, renewal date with countdown, and trial end date if applicable
- Cancellation notice - Orange warning if the subscription is set to cancel at the end of the billing period
Past Subscriptions
Canceled and expired subscriptions appear in a separate section below active subscriptions, using the same card layout.Invoices
Invoices are displayed in a two-panel layout.Invoice List
The left panel shows all invoices sorted by date (newest first). Each invoice displays:- Invoice number
- Status badge - Paid (green), Open (amber), Draft (gray), Uncollectible/Void (red)
- Total amount
- Due date
- Payment timing - Shows whether payment was early, on time, or late relative to the due date
Invoice Details
The right panel displays the selected invoice with:- Status and source system
- Total, subtotal, tax, amount paid, and amount remaining
- Line items - Description, billing period, quantity, and amount for each item
- Dates - Due date, paid date, billing period, and created date
- Additional info - Billing reason, collection method, and payment attempt count (when available)
- Actions - Download PDF and view hosted invoice links (when available from your billing provider)