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Finance

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.

Best forEcommerceConsultingFinancial ServicesSaaS
Agents4 required
Duration5-10 minutes

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.

01

Retrieve subscriber-level transaction data

payment scanner
02

Cross-reference CRM deals against payment records

crm scanner
03

Compute MRR waterfall, churn, NRR, growth, LTV

revenue analyst
04

Assemble revenue dashboard with alerts

report formatter

Required Agents

4
  • payment-scanner
  • crm-scanner
  • revenue-analyst
  • report-formatter

Connections

Required

hubspotstripe

What it does

  • Full MRR waterfall
  • Net Revenue Retention tracking
  • Revenue concentration risk
  • LTV and unit economics
  • Automated threshold alerts

Example prompt

Build my revenue dashboard for [last month / this quarter / YTD]. Break down by: [product line / customer segment / region / sales rep]. Include: [MRR/ARR, growth rate, churn, ARPU, revenue by source]. Compare to [forecast / last period / same period last year].

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