Revenue Dashboard
Your complete SaaS revenue metrics, automated.
Get MRR, ARR, churn, NRR, and unit economics calculated and formatted into a board-ready dashboard — pulled directly from your payment gateway. Know your real revenue health without a BI tool.
Computes full MRR waterfall, key metrics with period comparisons, and flags metrics outside healthy thresholds.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Call verslay_recall to retrieve prior revenue dashboard baselines, pipeline targets, and KPI benchmarks from memory. Connect to HubSpot to pull current pipeline value by stage, deals closed this period, deal velocity (average days to close), and win/loss rates. Produce a CRM revenue snapshot as Phase 1 output.
crm scannerConnect to Stripe to extract the period's gross revenue, net revenue, MRR, ARR, new customer revenue, expansion revenue, churn revenue, refund rate, and LTV per cohort. Cross-reference Stripe customer IDs with HubSpot deal data from crm-scanner to build a unified revenue picture.
payment scannerConsume Phase 1 CRM and payment data. Calculate net revenue retention, gross margin estimate, revenue per sales rep, CAC payback period, and magic number (expansion / prior-quarter S&M spend). Identify the top 5 revenue-generating customer segments and flag the top 3 churn risk accounts. Produce a revenue analysis summary for Phase 4.
revenue analystIn parallel with revenue-analyst, call verslay_news_search targeting the user's industry and 'revenue KPI benchmarks SaaS 2026' to surface comparable company performance data. Call verslay_news_headlines for funding and market momentum news that provides investor-relevant context. Call verslay_web_search for public company revenue multiple benchmarks in the user's sector. Produce an industry benchmarks package for Phase 4.
web researcherConsume Phase 2 revenue analysis and Phase 2 industry benchmarks. Build a comprehensive revenue KPI dashboard table: all metrics vs prior period vs industry benchmark. Call verslay_chart_create to generate a revenue waterfall chart (new + expansion − churn − contraction) and a pipeline-to-revenue funnel chart. Flag any metric deviating >15% from benchmark or >20% from prior period. Produce an enriched dashboard package for Phase 5.
data analystConsume Phase 3 dashboard package, Phase 2 revenue analysis, and Phase 2 benchmarks. Write the revenue dashboard report: headline metric summary, waterfall chart narrative, pipeline health, top segments and churn risk, benchmark comparison, and forward guidance. Structure as an executive-ready dashboard, suitable for sharing with investors or board. Call verslay_memorize to store the current period's full KPI set as the new dashboard baseline. Pass to distributor.
executive briefing writerReceive the revenue dashboard report from executive-briefing-writer. Distribute to the configured Slack channel or email recipient. Confirm delivery and log the send timestamp.
distributorRequired Agents
7- crm-scanner
- payment-scanner
- revenue-analyst
- web-researcher
- data-analyst
- executive-briefing-writer
- distributor
Connections
Required
What it does
- Full MRR waterfall
- Net Revenue Retention tracking
- Revenue concentration risk
- LTV and unit economics
- Automated threshold alerts
Example prompt
What time window (last month, this quarter, YTD), how should I break it down (product line, segment, region, rep), and what comparison baseline (forecast, last period, same period last year)? I will include MRR/ARR, growth, churn, ARPU, and revenue by source.
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