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The Insights module provides a comprehensive overview of your financial and revenue metrics through interactive charts, detailed tables, and customizable filters. All chart and table cells are clickable, allowing you to explore the underlying data (e.g., invoices, transactions) and drill down for more details.
This feature is in beta and may incur additional charges. Please contact our support team if you’re interested.

Financial page

The Financial page gives you a clear view of your financial health. It displays your cash flow, MRR and debt evolution, aged balances, and revenue breakdown. You can filter the data by invoicing entity, currency, and date range.

Accounts receivable

The Accounts receivable section provides a complete breakdown of your outstanding balances. Accounts receivable figures are based on when invoices are sent and their current status, while cash figures reflect when payments are actually received.

MRR financials

The MRR financials section offers a detailed breakdown of your Monthly Recurring Revenue. Billed MRR is derived from invoice line items based on the service period start date and billing interval, normalized to monthly amounts. Expansion and contraction reflect contract changes, while new and lost represent contracts that started or ended. Variable revenue includes usage-based charges or credits, as well as committed revenue.

Revenue page

The Revenue page provides in-depth insights into your revenue streams, including revenue by geography, recurring revenue evolution, and the breakdown between committed and variable components.

Product & customer breakdown

The Revenue per product section provides a detailed breakdown of your revenue by product and customer. Use this section to track the performance of each product and monitor revenue evolution over time per customer.