# 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, and disbursement — across every connected channel in one view.

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## Overview

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

- **Operations** — Overview, Revenue Records, Invoices, Cash & Disbursements.
- **Analytics** — SaaS Metrics, Channel Performance, Financial Reports.

**Settings** is available at the bottom of the sidebar.

![Revenue Overview dashboard: lifecycle stage cards, at-risk alerts, revenue trend, and channel mix](images/overview.png)

### Scope what you see

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

1. **Channel** — filter to a single channel (AWS, Azure, GCP, or Stripe) or view **All channels**. The Settings page is never channel-scoped.
2. **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.

Set both before reading the cards below — every amount, ratio, and chart on the page reflects the current channel and date range.

## Revenue lifecycle stage cards

Four 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. |

![Lifecycle stage cards with each amount circled](images/overview-lifecycle-cards.png)

Reading the cards left to right (circled above): **① Bookings** is the revenue baseline, **② Billings** shows the share of that baseline invoiced (e.g. *100.00% of baseline invoiced*), **③ Cash Collected** shows the share of billings the buyer has paid (e.g. *61.36% of billings collected*), and **④ Disbursed** shows how much of that collected cash the provider has paid out, with the amount still pending (e.g. *$623.04 pending*).

Select **Details** on any card to jump to the page that backs it — Bookings and Billings open **Revenue Records** and **Invoices**, Disbursed opens **Cash & Disbursements**.

:::info
The **Bookings** card reflects revenue-record totals, not committed contract value from signed deals. True booking-stage data lives on your entitlements and CRM-sourced deals. Use **Channel Performance** for booking-versus-billing analysis.
:::

## 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 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. Channels are ranked by amount, so your largest revenue source sits at the top.

![Channel mix panel with each channel's revenue amount circled](images/overview-channel-mix.png)

In the example above, **① Azure** contributes the most revenue for the period, followed by **② GCP** and **③ AWS** — the share percentage and base-currency amount are shown for each connected channel.

## KPI calculation formulas

All amounts are converted to your base currency (see [Revenue Settings](/revenue/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, Stripe | `Σ invoice amount (base currency)` | Full invoice amount the channel or Stripe confirmed the buyer paid. Channel fees (and AWS tax) are netted later, at the Disbursed stage — not from this card. |
| 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)` | Gross cash collected that the channel has not yet disbursed. Because Cash Collected is gross, for fee-bearing channels this still includes the fees the channel retains. |

:::info
Revenue data refreshes on each channel's configured sync schedule. See [Revenue Settings](/revenue/revenue-settings/) to set a channel's schedule and check its sync status.
:::