Introducing the Revenue Analytics Dashboard

Version: v1.0.71

SaaS Factory now ships a fully autonomous Revenue Analytics Dashboard — a real-time command centre for subscription revenue, built entirely from live database queries with no manual data pipelines required.

Why It Matters

Revenue health is the most important signal in any subscription business. Until now, getting a clear picture of ARR, MRR trends, cohort retention, and product-level revenue required stitching together multiple tools, exports, and spreadsheets. This release eliminates that entirely: every metric is computed on demand from your live billing data.

What's on the Dashboard

1. ARR Summary

Your current Annual Recurring Revenue with a period-over-period comparison. Backed by trpc.revenueAnalytics.arrSummary, which aggregates active subscription values from the subscriptions table.

2. MRR Time Series

A month-by-month MRR trend chart powered by trpc.revenueAnalytics.mrrTimeSeries. Use this to spot growth acceleration, plateaus, or early signs of contraction.

3. Revenue Movement

Decomposes your MRR change into three components:

• New MRR — revenue from newly activated subscriptions
• Expansion MRR — revenue from plan upgrades or seat additions
• Churned MRR — revenue lost from cancellations or downgrades

All three are computed via correlated SQL subqueries against the invoices and subscriptions tables, ensuring they reconcile with your actual billing records.

4. Subscriber Lifecycle

A breakdown of your subscriber base by status — active, new, upgraded, and churned — giving you a head count to go alongside the revenue figures.

5. Cohort Retention

A retention matrix that groups customers by signup month and tracks what percentage are still active in subsequent months. This is the single most important leading indicator of long-term revenue health. The cohort math is handled server-side using window functions over the customers table.

6. Top Products

A ranked view of revenue contribution by product or plan, sourced from invoice_line_items joined to products. Know instantly which offerings drive your revenue — and which don't.

MRR Alert Banner

The dashboard includes an automatic alert banner that fires when month-over-month MRR growth falls below −10%. This is a passive safety net: you don't need to remember to check — the dashboard tells you when action is needed.

Technical Architecture

Revenue Dashboard UI  (src/components/billing/revenue-dashboard.tsx)
        │
        ▼
  tRPC Router  (src/lib/routers/revenue-analytics.ts)
        │
        ▼
  Raw SQL queries  →  invoices, subscriptions, customers,
                       products, invoice_line_items

• No ETL, no data warehouse — metrics are computed directly from your operational billing tables.
• Six tRPC procedures, one per metric panel, each with proper date-range filtering and SQL aggregations.
• Window functions for time series and cohort math; correlated subqueries for revenue movement decomposition.

Accessing the Dashboard

The Revenue Analytics Dashboard is available under Sales & Revenue in the platform navigation. No additional configuration is required — the dashboard reads from your existing billing schema.

Schema Requirements

The dashboard requires the following tables to be present (all part of the standard SaaS Factory billing schema):

Table	Purpose
invoices	Invoice records and amounts
subscriptions	Active and historical subscription state
customers	Customer records and signup dates
products	Product and plan definitions
invoice_line_items	Line-item detail for product-level revenue

All tables are provisioned automatically as part of the standard platform setup.