Subscription & Revenue Dashboard

To enable data-driven revenue management, a custom Subscription & Revenue Dashboard was developed in HubSpot for a SaaS company in the accounting industry, consolidating subscription activity and recurring revenue metrics into one centralized view. The dashboard provides clear visibility into growth, churn, and retention, empowering leadership to monitor performance with precision.

By breaking down revenue across pipelines, subscription statuses, and timeframes, the dashboard transforms raw data into actionable insights. Leaders can evaluate which channels generate the most sustainable MRR, identify patterns in churn, and forecast with confidence.

Key Capabilities

• Real-Time MRR Tracking: Monitor today’s recurring revenue by pipeline.

• Churn Analysis: Understand cancellations, unpaid accounts, and expirations at monthly, quarterly, and yearly levels.

• Pipeline Performance: Compare direct and agency contribution to revenue over time.

• Subscription Health: Assess active, unpaid, cancelled, and expired subscriptions in both counts and percentages.

• Revenue Lifecycle Views: Contrast new MRR creation against current subscription status for a holistic performance picture.

Business Impact

The dashboard delivers a single source of truth for subscription and revenue operations. With greater transparency into both growth and risk, leadership teams can make faster, more confident decisions that support predictable and scalable revenue outcomes.