Working with the Revenue Metrics Dashboard
The Revenue Metrics Dashboard provides a centralized view of key recurring revenue metrics, including MRR, ARR, and customer growth. Interactive charts and drill-down features help you analyze revenue trends and drivers for better forecasting and decision-making.
The dashboard is available to users with the required permissions in the Accounting, Classic, Executive, and Sales centers. For details, see Assigning Roles and Permissions for Subscription Metrics.
Revenue Metrics Dashboard Features
On this dashboard, you can do the following:
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Real-time revenue KPIs - Instantly view MRR, ARR, bookings, and revenue as interactive dashboard tiles.
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Trend analysis and period comparison - Analyze trends and compare metrics across periods (month, quarter, year) with automatic variance calculations and visual indicators.
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Drill down and export - Click KPI amounts to access transaction-level details, and export reports to CSV for further analysis.
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Custom filters and role-based access - Filter data by metric, subsidiary, customer, item, location, class, department, and date range; data visibility is based on user role and permissions.
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Advanced visualizations - Explore trends and revenue drivers with interactive charts, including the MRR and ARR bridge charts and KPI scorecards.
Accessing the Revenue Metrics Dashboard
Dashboard data is displayed based on your role's access to subsidiaries and transactions. Metrics use the fiscal calendar assigned to your accessible subsidiaries, and amounts are shown in your lowest common parent company's base currency. For more information, see Currency for Multiple Subsidiary Search Results.
To access the dashboard, go to Subscription Metrics > Unit Economics > View.