Overview

Filter the data in the Overview dashboard by region, account, product, and time period to get personalized and targeted analysis.

• The Revenue Recognition Overview section highlights key financial metrics including annual recurring revenue, total revenue, net receivables, number of accounts, monthly recurring revenue, invoice count, and renewal rate. Use these insights to understand overall billing performance, monitor revenue growth, and improve forecasting.
• The Billing Insights section provides charts on revenue trends and account activity based on monthly recurring revenue changes, unbilled orders, and net billed amounts. These insights help users identify billing inefficiencies, improve collection strategies, and improve revenue operation strategies.
• The Accounts and Invoices section provides charts on monthly active accounts and Days Sales Outstanding (DSO), along with counts of newly added and churned accounts. These insights help track customer base changes, assess billing efficiency, and monitor payment collection timelines.
• The Tax Generation Failure Trends section provides a time-based chart of tax calculation failures, with options to view data by month, quarter, or year. The chart helps identify patterns in tax processing issues over time, enabling teams to address root causes and improve billing accuracy.

Example A CFO can use the Overview Dashboard to monitor critical revenue metrics like Monthly Recurring Revenue (MRR), track trends in billing and account activity, and gain a clear, real-time view of the organization’s billing health. This enables faster decision-making, more accurate forecasting, and improved financial oversight.

• Key Performance Indicators in Overview Dashboard
  Learn the definitions and calculations of key metrics in the Overview dashboard.