Revenue Analysis Dashboard

Board-ready revenue breakdown with churn detection and retention metrics

transactions_export.csv
Required: $_proceed, $_amount, account, created_at

accounts_export.csv
Required: name, unique id, person_account_manager, person_seller

hubspot-crm-exports-all-deals.csv
Required: Deal Name, Amount, Deal Stage, Close Date, Deal owner

export_All-PEOPLE.csv
Required: hubspot_id, name (Note: Currently using hardcoded mapping)

nps_data.csv
Required: account, score, additional_notes, email, Creation Date

Total Revenue
i
$0
All time
Active Accounts
i
0
Currently processing
Monthly Churn Rate
i
0%
Calculating...
Onboarding
i
0
Not yet onboarded
Failed Onboarding
i
0
Stalled accounts
Churned Total
i
0
Lost accounts
Churn Value
i
$0
Est. value lost
Failed Onboarding Value
i
$0
Est. value lost (onboarding)
Account Status NPS Score Feedback Categories
Onboarded Account Size Distribution (NPS Color-Coded)
Individual account sizes (onboarded accounts only) with statistics - Color coded by NPS scores: Green=Promoters, Orange=Passives, Red=Detractors, Gray=No NPS data • Click any point for detailed NPS insights
Promoters (9-10)
Passives (7-8)
Detractors (0-6)
No NPS Data
💡 Interactive: Click any point to view detailed NPS insights & trend chart • Hover for account details
Size Statistics
▼
Size Statistics Value
Onboarded Accounts 0
Mean Size $0
Median Size $0
25th Percentile $0
75th Percentile $0
90th Percentile $0
95th Percentile $0
Largest Account $0
Monthly Revenue Trend
Total revenue over time
Estimated Deal Value Changes
New deals added vs churned estimated value
Onboarding Funnel Analysis
Account progression through processing milestones over time
Key Milestones
▼
Key Milestones Success Rate
First Transaction (>$0) 0%
Engaged (>$100) 0%
Onboarded (>$250) 0%
Adopted (>$1,500) 0%
Power User (>$10,000) 0%
Avg. Days to Onboarded -
Avg. Days to Adopted -
Cohort Value Retention
% of cohort value retained over time
Cohort Performance & Onboarding
Processing milestones and value churned or failed
Account Sizes & Proceeds by Manager
Counts by size tier overlaid on proceeds stacked by manager
Sales Funnel Analysis
Deal flow by source: Referral Partners, BDRs, and Sales Self-Sourced
Source Breakdown
▼
Source Breakdown Count & Value
Referral Partners 0 deals
BDR Generated 0 deals
Sales Self-Sourced 0 deals
Total Deals 0
Total Value $0

Export Data & Reports