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. |