WHERE TO FIND IT

FEATURES

• Analytics Portal (the viewing area of the data) which is split into four sections:
  • GEO FILTER (extreme left): Here, you filter out what exactly you want to be displayed on the portal: the data itself. The filters are categorized as:
    • Country
    • Customer
    • Subscription
  • METRICS FILTER (top-middle): Here, you filter the data type (revenue/quantity) - applies to when you have multiple data points, choose the stripe status or invoice state, and finally, what SaaS metrics you want to be seen displayed (MRR, ARR, Churn, Churn %, etc.)
  • INTERVAL FILTER (extreme right): Here, you filter the interval you want displayed on the portal - whether it’s a month (where granularity = 30 days), a year (where granularity = 12 months), etc. This is essentially the time frame for the displayed data. You can also compare multiple years' data here.
  • MAIN PORTAL (main middle): This is the main data display area.
    • Hamburger menu: You have multiple options here, such as viewing in full screen, printing the chart, or saving it in whatever file format you choose.
    • Data display option: What form would you like to visualize your data: as a pie chart or bar graph?
    • Favorite button: Press the favorite button if you want to save this chart for future use. It’ll then move to the dashboard where you can view it whenever you open the dashboard.

BENEFITS

• Analyze your financial data at multiple levels - country, client, subscription, product
• Generate multiple chart types based on your needs - bar, pie, spline, stack
• Use graphs and charts in reports to share with colleagues
• Identify opportunities for revenue growth

VIDEO TUTORIAL

https://www.youtube.com/watch?v=UnP-0e9vLs4&ab_channel=ReveniQ