Account Details - Financials

The Financials page shows the history and trend of all financial activities related to this account.

Revenue

This section summarizes basic financial information of this account since its creation.

Terms Description
Lifetime Revenue Total accumulated revenue of this account since its creation.
Recurring Invoice Revenue Sum of booked revenue that is recurring from invoices at invoice creation date in that month.
Non-Recurring Invoice Revenue Sum of booked revenue that is one-time from invoices at invoice creation date in that month.
Subscription MRR Sum of MRR of active subscriptions associated with this account at the start of each month.
Payments Sum of revenue from invoices at invoice paid date in that month.

Invoice History

This section contains a list of invoices generated for this account. 

Subscription History

This section contains a list of subscription history for this account.

Terms Description
Subscription ID The unique ID for this subscription.
Start Date Subscription start date.
End Date Subscription end date.
Subscription Code Name of the subscription.
Billing Cycle Shows the billing cycle of the subscription. (e.g. monthly, annual)
Monthly Revenue Shows the monthly recurring revenue calculated at the the end of the previous month for this subscription.
Is Renewal  Indicates whether the subscription is a renewal - if the renewal date changed or the subscription start date is after the previous renewal end date.
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