Revenue Analytics and Reports

The analytics pages turn your normalized revenue into decision-ready metrics: SaaS Metrics for recurring-revenue quality, Channel Performance for unit economics by channel, and Financial Reports for the standard finance report library.

Overview

Under Analytics in the sidebar:

SaaS Metrics — ARR, MRR, retention, and the ARR waterfall.
Channel Performance — revenue, mix, and margin by channel.
Financial Reports — a library of billing reports you can run and export.

SaaS Metrics

The SaaS Metrics dashboard summarizes recurring-revenue health across the selected channel and date range. One exception: retention (NRR, GRR, Churn) is measured year-to-date through the selected end date, not scoped to the selected start date.

SaaS Metrics: ARR/MRR/NRR/GRR/ARPU/DSO cards, ARR waterfall, and NRR by channel

Metric cards

Card	Meaning
ARR	Annual Recurring Revenue — a point-in-time snapshot of active recurring revenue as of the end of the period.
MRR	Monthly Recurring Revenue for the same active recurring base.
NRR	Net Revenue Retention — expansion and contraction of your existing base.
GRR	Gross Revenue Retention — retention before expansion.
ARPU	Average Revenue Per User (per month).
DSO	Days Sales Outstanding (see Invoices).

SaaS metric cards with ARR, MRR, NRR, GRR, ARPU, and DSO each circled

The six metric cards, circled left to right: ① ARR, ② MRR, ③ NRR, ④ GRR, ⑤ ARPU, and ⑥ DSO. ARR/MRR/ARPU carry an As of <date> snapshot label; NRR/GRR show the retention basis.

Charts include the ARR waterfall (opening → new → expansion → contraction → churn → closing), NRR by channel, an MRR trend by cohort, and ARPU by channel. Use Export to download the underlying data. Cohort and channel trend charts appear once there is enough history in scope; until then they read No data to display.

ARR waterfall from Opening through New, Expansion, Contraction, and Churn to Closing

The waterfall reads left to right — Opening ARR plus New business and Expansion, minus Contraction and Churn, equals Closing ARR — with the running reconciliation listed beneath the bars.

Channel Performance

The Channel Performance page compares revenue and unit economics across channels for the selected date range.

Channel Performance: metric cards, revenue-by-channel chart, channel mix, and unit-economics table

Metric cards

Card	Meaning
Total revenue	Total revenue across all channels in scope.
Top channel	The highest-revenue channel and its share.
Marketplace vs. Stripe	Split of revenue between marketplace channels and Stripe.
Avg net margin	Average net margin after platform fees.

Channel Performance metric cards with each value circled

Circled left to right: ① Total revenue, ② Top channel and its share, ③ Marketplace vs. Stripe split, and ④ Avg net margin after platform fees.

A revenue by channel bar chart and a channel mix donut visualize the split, and the channel unit economics table lists each channel’s revenue, platform fee, net revenue, net margin, and average days to payout. Use Export on the page header or above the table to download the data to CSV.

Channel unit-economics table: revenue, platform fee, net revenue, net margin, and days to payout per channel

Each row is one channel; compare net margin and avg days to payout across AWS, Azure, GCP, and Stripe to see which channel keeps the most of every dollar and pays out fastest.

Financial Reports

The Financial Reports page is a library of standard billing reports you can run on demand.

Financial Reports library with the six billing reports circled

The Billing reports library covers day-to-day receivables, billing, and collections — the six reports are circled above (① Invoice Aging, ② Invoice Detail, ③ Payment History, ④ Disbursement Summary, ⑤ Disbursement Detail, ⑥ Credit Memo):

Invoice Aging — outstanding invoices bucketed by aging tier, segmented by channel and counterparty.
Invoice Detail — full invoice list with status, amounts, payment terms, and payment history.
Payment History — all payment transactions with method, date, amount, status, and linked invoice.
Disbursement Summary — marketplace payout summary: expected vs. actual date, amount, and variance.
Disbursement Detail — invoice-level breakdown of each marketplace payout, mapping every received dollar.
Credit Memo — issued credits and refunds with linked invoices, reason codes, and cash dates.

Run and export a report

Select Run report on the report you want (for example, Disbursement Detail).
In the report modal, adjust the date range and channel in the header to scope the preview.
Review the preview table and the generated row count.
Select CSV or PDF to export, or Cancel/Close to dismiss.

Disbursement Detail report modal with the row count and CSV/PDF export buttons circled

The modal footer shows the ① generated row count for the current scope, with ② CSV and ③ PDF export beside it.

KPI calculation formulas

KPI	Applies to	Formula	Calculation details
ARR	AWS, Azure, GCP, Stripe	`Σ annualized recurring revenue active as of period end`	Built bottom-up from monthly recurring amounts; one-time charges are annualized too.
MRR	AWS, Azure, GCP, Stripe	`ARR ÷ 12` (in aggregate)	Derived from the same active recurring base.
NRR	AWS, Azure, GCP, Stripe	`(base + expansion − contraction − churn) ÷ base × 100`	Base = recurring revenue active on Jan 1 of the selected end date’s year (year-to-date); the selected start date does not shift this base.
GRR	AWS, Azure, GCP, Stripe	`(base − contraction − churn) ÷ base × 100`	Retention before expansion, on the same year-to-date base.
Churn	AWS, Azure, GCP, Stripe	`churned recurring revenue ÷ base`	Revenue lost from that year-to-date base cohort.
ARPU	AWS, Azure, GCP, Stripe	`MRR ÷ distinct active buyers`	Per month.
Total revenue	AWS, Azure, GCP, Stripe	`Σ revenue across channels in scope`	Common across channels.
Top channel share	AWS, Azure, GCP, Stripe	`channel revenue ÷ total revenue`	Highest-revenue channel.
Avg net margin	AWS, Azure, GCP, Stripe	`Σ net revenue ÷ Σ revenue (over channels with nonzero net revenue)`	Net revenue = revenue − platform fees − refunds. (Platform fee is this page’s label for the channel fee.)

These metrics run on the unified revenue records, so the formulas are common across channels; the per-channel values differ because each channel’s fees and mix differ (see Revenue Records for how collectable amounts are normalized per channel). The Financial Reports page has no summary KPIs of its own.