Overview

The Overview dashboard is the home of the Multi-Channel Revenue workspace. It shows the health of your revenue lifecycle — from bookings through billing, cash collection, disbursement, and recognition — across every connected channel in one view.

Overview

Open the workspace from Revenue → Overview. The left sidebar groups the workspace into two areas:

Operations — Overview, Revenue Records, Invoices, Cash & Disbursements, Bank Reconciliation, Revenue Recognition.
Analytics — SaaS Metrics, Channel Performance, Financial Reports.

Settings is available at the bottom of the sidebar.

Two controls at the top of most pages scope everything below them:

Channel — filter to a single channel (AWS, Azure, GCP, or Stripe) or view All channels. The Settings page is never channel-scoped.
Date range — the Overview defaults to the last 90 days. Options are the last 7, 30, 90, or 180 days, the last 1 or 2 years, or a custom start/end date.

Revenue lifecycle stage cards

Five cards trace one dollar of revenue through its lifecycle. Each card shows a base-currency amount for the selected channel and date range, with a supporting ratio and record count.

Card	What it represents
Bookings	Total revenue attributed to the channels in scope. See the caveat below — this tile is derived from revenue records, not from signed-contract value.
Billings	Invoice amount issued in the period, with the share of bookings invoiced and the invoice count.
Cash Collected	Invoices confirmed paid by the buyer to the marketplace or Stripe. The channel is holding this cash — it has not yet been paid out to you, and channel fees are deducted before payout.
Disbursed	Cash the provider has recorded as paid out to you, with the pending disbursement amount.
Recognized	Revenue earned under your recognition schedules, with the deferred (collected-but-unearned) balance.

At-risk revenue alerts

The At-Risk Revenue Alerts panel highlights items that need attention, with a total issue count and three chips:

Unbilled deals — closed-won CRM deals not yet linked to a first invoice.
Overdue > 90 days — outstanding balance and invoice count in the oldest aging bucket.
Unmatched deposits — bank deposits not yet matched to a revenue record.

Each chip links to the page where you can act on it. When everything is clear, the panel shows No at-risk revenue alerts.

Revenue trend and channel mix

Revenue Trend plots Bookings, Billings, Collected, and Disbursed over the selected period as grouped bars. Toggle any series on or off using the legend.
Channel mix lists each channel’s share of revenue and its amount for the period.

KPI calculation formulas

All amounts are converted to your base currency (see Revenue Settings for how the base currency is chosen). Values are aggregated across the selected channel and date range.

KPI	Applies to	Formula	Calculation details
Bookings	AWS, Azure, GCP, Stripe	`Σ revenue-record gross amount in period`	Bucketed by the first available of service-start, billing-period-start, invoice, or provider-update date. Represents revenue attributed to the channel, not signed-contract value.
Billings	AWS, Azure, GCP, Stripe	`Σ invoice amount where invoice date is in period`	Common across channels.
Cash Collected	AWS, Azure, GCP	`Σ (invoice amount − channel fee)`	Amount the channel collected from the buyer before paying you.
Cash Collected	AWS	`Σ (invoice amount − channel fee − tax)`	AWS additionally nets tax from the collectable amount.
Cash Collected	Stripe	`Σ invoice amount`	Stripe (direct billing) treats the full invoice as collectable.
Disbursed	AWS, Azure, GCP, Stripe	`Σ disbursed amount (FX-converted)`	Counts only records the provider has marked disbursed.
Pending disbursement	AWS, Azure, GCP, Stripe	`max(0, cash collected − disbursed)`	Cash held by the channel but not yet paid out.
Recognized	AWS, Azure, GCP, Stripe	`Σ recognized schedule amount in the accounting period`	From recognition schedules with a recognized status. See Revenue Recognition.
Deferred	AWS, Azure, GCP, Stripe	`max(0, cash collected − recognized)`	Collected revenue not yet earned.