Revenue Report
The Revenue report gives you a financial snapshot of your organization built from invoice and payment data: how much you have collected, what is still outstanding, an estimated monthly recurring revenue, and where revenue is coming from by client and service type.
Overview
The Revenue report lets you:
- See headline revenue metrics (Total Revenue, MRR, Collected, Outstanding) for a chosen time period
- Compare most metrics against the previous period of the same length
- Break revenue down by service type (derived from product categories)
- Track a monthly revenue trend with collection rates
- See your top clients by collected revenue, with per-client growth and share of total
- Review your largest invoices for the period
Navigate to the report
Go to Reports → Revenue in the left sidebar (/reports/revenue). The Reports area requires the reports read permission, so it is only visible to roles that have report access.
Choosing a time period
Use the period selector at the top right of the page to change the window for the whole report. Every metric and breakdown updates to match.
| Option | Window |
|---|---|
| Last 30 days | Trailing 30 days |
| Last 90 days | Trailing 90 days |
| Last 12 months | Trailing 12 months |
| Year to date | January 1 of the current year through today |
The default selection is Last 30 days.
Summary metrics
Four stat cards run across the top of the report. Each card (except Outstanding) shows a percentage change versus the previous period of the same length, with an up or down trend indicator.
| Card | What it shows |
|---|---|
| Total Revenue | Total payments collected during the period (from invoices marked Paid or Partial). Labeled "This period." |
| MRR | An estimate of monthly recurring revenue, calculated from collected revenue averaged over the months in the period. Labeled "Monthly recurring." |
| Collected | Payments received during the period, with the total amount invoiced shown as a sub-value ("X invoiced"). |
| Outstanding | Unpaid balance across invoices that are still open — those in Sent, Viewed, Partial, or Overdue status. Labeled "Awaiting payment." |
Note on MRR: This figure is an estimate derived from collected revenue divided by the number of months in the selected period — it is not a contract-level recurring-revenue total. Treat it as a directional indicator rather than an exact accounting figure.
Revenue by Service Type
A breakdown card that groups collected revenue by service category. Categories come from the category assigned to each product on your invoice line items; line items with no product category are grouped under Other. Each row shows the category name, the collected amount, and its percentage of total service revenue, with a progress bar for the share.
Monthly Revenue Trend
A month-by-month list (up to the last 12 months in range) showing revenue and collections over time. For each month you see:
- The month and year label
- Total invoiced revenue for that month
- The collection rate (collected ÷ invoiced) as a percentage, visualized as a filled bar
Revenue by Client
A table of your top clients by revenue for the period (up to 10 clients), sorted by revenue descending.
| Column | Description |
|---|---|
| Client | Client name |
| Revenue | Total payments collected from this client during the period |
| Invoices | Number of paid/partial invoices counted for the client |
| Growth | Percentage change in this client's revenue versus the previous period, with a trend indicator |
| % of Total | The client's share of total revenue, shown as a progress bar and percentage |
Top Invoices
A table of the largest invoices issued during the period (up to 10), ordered by total amount descending.
| Column | Description |
|---|---|
| Invoice | Invoice number |
| Client | Client the invoice belongs to |
| Status | Invoice status badge — Paid, Pending, Overdue, or the raw status value for any other state |
| Amount | Invoice total |
Exporting
Two buttons appear next to the period selector:
- Export downloads the report for the selected period as a CSV file named
revenue-report-<date>.csv. The file contains a summary table (total revenue, invoiced, collected, outstanding, MRR), followed by sectioned tables for revenue by client and by service type. - Save stores the current report and period as a reusable saved report that you and your teammates can re-run later.
Exporting requires the reports.export permission; saving requires reports.create.
Tip: If you need a deeper financial file to hand off to accounting, the Profit & Loss report also supports CSV and PDF export. See the Profit & Loss report and the Reports overview for the full list of available reports.
Tips
- Because most figures are based on collected payments (Paid and Partial invoices), the report reflects cash actually received rather than amounts merely billed. Use the Invoiced sub-value on the Collected card to compare billed against collected.
- Watch the Outstanding card to keep an eye on unpaid balances; the card switches to a warning style once the outstanding amount exceeds $5,000.
- Switch the period to Last 12 months to see the fuller Monthly Revenue Trend and longer-term growth patterns.