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.

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

Scope what you see

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.

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

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.

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

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 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.