Revenue trend
MRR movement, upgrades, downgrades, churned revenue, and recovered revenue over time.
Business Operations
Run the subscription business from one commercial control center.
Track revenue, intervene on accounts, recover failed payments, manage subscriptions, and surface the customers that need action today.
Subscription health snapshot
Current status mix across active, trial, overdue, paused, canceled, and override accounts.
Customer health / action queue
Priority accounts that need intervention today.
Recent operational activity
Recent subscription, billing, and support events.
Usage vs revenue insight
Spot expansion opportunities and accounts at risk.
Live user pulse
Recently active accounts and current user volume from the live API feed.
Regional activity
Where active usage is concentrated right now.
Revenue Dashboard
Financial visibility across MRR, ARR, expansion, contraction, churn, and plan mix.
Revenue over time
Gross revenue, net revenue, and MRR performance by period.
Revenue movement breakdown
New subscriptions, upgrades, downgrades, cancellations, credits, and recovery.
Plan mix
Revenue concentration across Starter, Growth, Pro, Enterprise, and Custom plans.
Insight panel
Commercial callouts to focus the team quickly.
Top revenue accounts
Highest-contributing accounts by recurring revenue and renewal value.
| Account | Plan | MRR | Users | Status | Last Billing Event |
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Customers & Accounts
Monitor accounts, subscription status, usage health, and billing risk.
| Company / Account | Primary Contact | Plan | Subscription Status | MRR | Seats / Users | Usage Health | Billing Status | Renewal Date | Last Active | Actions |
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Account Detail
The operating cockpit for a single customer account.
Subscriptions Management
Create, modify, override, and monitor subscriptions from one operating surface.
| Subscription ID | Account | Plan | Billing Cycle | Amount | Seats | Status | Billing Health | Start Date | Renewal Date | Override | Actions |
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Subscription preview
Click a row to inspect plan, override, and renewal details.
Billing & Payment Operations
Work failed payments, invoices, credits, refunds, and revenue recovery from one queue.
Failed payments queue
Accounts needing billing recovery action.
| Account | Amount Due | Retry Status | Days Overdue | Plan | Next Action | Actions |
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Recovery funnel
Track failed, retried, recovered, and churned payment outcomes.
Invoices
Invoice status, due dates, and payment method details.
| Invoice ID | Account | Amount | Issue Date | Due Date | Status | Payment Method | Actions |
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Credits & refunds
Recent credits, refunds, and manual billing adjustments.
User Activity & Product Usage
Connect product behavior to retention, expansion, and revenue risk.
Activity over time
Weekly and monthly active usage across the portfolio.
Seat utilization & feature adoption
Usage intensity by plan and feature footprint.
Usage by account
Accounts with healthy engagement, churn risk, or upsell potential.
| Account | Active Users | Seats Purchased | Seats Used | Last Active | Usage Trend | Health Status | Renewal Timing | Action Suggestion |
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Live Activity
GA4-style operational visibility across active regions, recent usage, and revenue-linked activity.
Regional activity map
Top countries and regions by active usage, account count, and revenue footprint.
Live user stream
Most recently active customer accounts and their user load.
Recent platform events
Billing, subscription, support, and license activity coming from the live admin API.
Traffic sources
Live commercial activity summarized by acquisition channel, segment, and current account load.
Support & Risk Queue
Connect support activity to revenue risk, renewals, and intervention work.
Support queue
Priority issues with linked revenue risk, ownership, and account context.
| Account | Issue Type | Priority | Subscription Value | Owner | Opened Date | Status | Revenue Risk | Actions |
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Reporting & Exports
Export operational and financial views or build a custom report for management.
Custom report builder
Choose filters, date range, and output format.
Export queue
Recently generated reports and scheduled operational summaries.
Plans & Pricing
Manage the subscription catalog and platform-wide pricing rules.
Pricing rules
Platform-wide behavior for discounts, trial defaults, proration, grace periods, and cancellations.
Catalog actions
Productized plan management separate from account-level overrides.
Settings
Commercial operations defaults, invoice behavior, notifications, and export policy.
Billing policy
Charge collection, grace periods, and retry defaults.
Notifications
Operational alerts for churn, failed payments, and manual adjustments.
Exports & governance
Retention, approvals, and data export boundaries.
Dashboard users
Add finance, support, and viewer seats with explicit permission coverage.
Permission presets
Operational access defaults for the owner team and internal support roles.
Team access
Manage dashboard access, status, and permission sets.
| Name | Role | Department | Status | 2FA | Permissions | Last Active | Actions |
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