Getting started
If your account is newly set up, a Getting Started tile appears on your dashboard. It guides you through the initial steps of syncing customers, creating your first plan, and adding your first subscription.This tile disappears once you have completed all the Getting Started steps
Metric tiles
Four summary tiles sit at the top of the dashboard. Each tile shows the current value alongside a comparison to the previous month so you can spot movement at a glance.| Tile | What it shows |
|---|---|
| Active Customers | The number of customers with the active status |
| Active Subscriptions | The total number of currently active subscriptions across all customers |
| Current Month’s Revenue | Revenue from approved and paid invoices generated in the current calendar month |
| Annual Subscriptions Value | The annualised value of all pending and active subscriptions |
Revenue figures are based on invoices created in Saasybill and reflect the company currency set in your settings. If you bill in multiple currencies, values are converted for display, and exchange rates are calculated at the time of invoice creation.
Revenue chart
Below the tiles, the revenue chart plots revenue from Approved and Paid invoices over the past 12 months. Use this to track billing trends across months.
Revenue sources chart
The revenue sources chart breaks down your revenue by customer for the past year, showing your top revenue generating customers and their contribution across all subscriptions to your overall billing. Use this to understand customer revenue concentrations.
What the dashboard doesn’t show
The dashboard is a summary view. It does not replace the detailed data available elsewhere in the app:- For individual invoice records and statuses, go to Invoices
- For a full list of customers and their subscriptions, go to Customers
- For subscription-level detail including credit balances and history, go to Subscriptions