Revenue Intelligence
Revenue Intelligence is the read-out of everything else you do in Floatless: bill runs turn into MRR, payment recovery turns into recovery rates, unpaid invoices turn into AR aging. Open it at Revenue Intelligence in the sidebar and pick a window (last 30 or 90 days).
When should I read this?
- Monday morning: is the book growing, churning, or leaking?
- Finance asks for the overdue balance and who is worst.
- You changed the dunning policy and want to know if it worked.
Use cases
| Scenario | What you do |
|---|---|
| Monthly leadership update | Screenshot the MRR/ARR/ARPU row and the churn card — they reconcile to subscriptions, not to hand-built spreadsheets. |
| Collections day | Work the Accounts receivable aging table top-down: biggest buckets, oldest invoices first. |
| Save at-risk revenue | Sort the Revenue risk queue by churn score and call the high-risk accounts with open balance first. |
The KPI row
| Metric | Meaning |
|---|---|
| MRR (committed) | Monthly recurring revenue from active subscriptions, with period-over-period trend. |
| ARR | MRR × 12 — the annualized view leadership asks for. |
| ARPU | Average revenue per active subscription/customer. |
| Active subscriptions | Count of subscriptions billing right now. |
Churn, recovery, and forecast
Three analysis cards sit under the KPIs:
- Churn — canceled subscription count, churned MRR, logo churn rate, and revenue churn rate. Logo churn says how many customers left; revenue churn says how much money that was.
- Failed payment recovery — failed invoices, recovered invoices, recovery rate, and dunning messages sent vs. suppressed. This is the scorecard for your payment recovery policy.
- 30-day forecast — committed MRR plus unbilled usage, projected forward, so cash expectations stay grounded in real subscription state.
Accounts receivable aging
The AR panel totals every open balance and splits it into buckets: current, 1–30, 31–60, 61–90, and 90+ days, each with amount and invoice count. Below it, the ten oldest overdue invoices are listed with customer, due date, days overdue, bucket, and remaining balance — and an Export CSV button hands the list to whoever makes the collection calls.
Revenue risk queue
Customers are ranked by churn risk with a risk level (high / medium / low), a churn score, open balance, and active MRR. The score comes from billing behavior — failed payments, overdue balances, subscription state — not from a black box. Click a customer to open their account and act.
The dashboard vs. this page
The main Dashboard (your landing page) is the daily glance: total revenue, active orders, pending invoices, customer count, an AI briefing card, revenue trend, and subscription distribution by product. Revenue Intelligence is the deeper, finance-grade view. Use both: dashboard for "anything on fire?", intelligence for "why, and what do we do?"
