Describe your dashboard. Fi builds it.
Fi is the AI agent inside Definite. Tell it what you’re trying to understand, and it connects your sources, defines the metrics, and builds the dashboard. One conversation, not a project.
Here’s what’s in it
The top row leads with the 4 numbers that matter most: MRR, Net revenue, Monthly burn, Runway. Each shows a delta versus the prior period so you can see direction at a glance. Below that, 2 trend charts (MRR over time, Net new MRR by movement) show how the headline numbers have moved over time. A breakdown (Net revenue by product) splits the metric by dimension so you can see what's driving the total. A detail table (Margin & retention) rounds it out with the secondary metrics and their deltas. Every number is computed from the exact formulas shown in the metric table below. Composites are derived from their components, not pasted in, so the KPI tiles, breakdowns, and totals all reconcile to each other.
MRR
Data ▾
| Period | MRR |
|---|---|
| Jan | $575K |
| Feb | $612K |
| Mar | $656K |
| Apr | $696K |
| May | $758K |
| Jun | $815K |
| Jul | $872K |
| Aug | $934K |
| Sep | $1.01M |
| Oct | $1.08M |
| Nov | $1.16M |
| Dec | $1.26M |
Net revenue
Data ▾
| Period | Net Revenue |
|---|---|
| Jan | $570K |
| Feb | $597K |
| Mar | $699K |
| Apr | $820K |
| May | $775K |
| Jun | $793K |
| Jul | $852K |
| Aug | $908K |
| Sep | $1.01M |
| Oct | $889K |
| Nov | $991K |
| Dec | $993K |
Monthly burn
Data ▾
| Period | Monthly Burn |
|---|---|
| Jan | $185K |
| Feb | $155K |
| Mar | $151K |
| Apr | $186K |
| May | $187K |
| Jun | $157K |
| Jul | $142K |
| Aug | $157K |
| Sep | $128K |
| Oct | $165K |
| Nov | $137K |
| Dec | $128K |
Runway
Data ▾
| Period | Runway (months) |
|---|---|
| Jan | 22 |
| Feb | 25 |
| Mar | 24 |
| Apr | 19 |
| May | 18 |
| Jun | 21 |
| Jul | 22 |
| Aug | 21 |
| Sep | 24 |
| Oct | 19 |
| Nov | 22 |
| Dec | 21 |
MRR over time
Data ▾
| Period | MRR |
|---|---|
| Jan | $575K |
| Feb | $612K |
| Mar | $656K |
| Apr | $696K |
| May | $758K |
| Jun | $815K |
| Jul | $872K |
| Aug | $934K |
| Sep | $1.01M |
| Oct | $1.08M |
| Nov | $1.16M |
| Dec | $1.26M |
Net revenue by product
Data ▾
| Product | Net Revenue |
|---|---|
| Platform | $371K |
| Add-ons | $278K |
| Services | $344K |
Net new MRR by movement
Data ▾
| Period | New MRR | Expansion MRR | Contraction MRR | Churned MRR |
|---|---|---|---|---|
| Jan | $34K | $16K | $4K | $11K |
| Feb | $36K | $16K | $5K | $9K |
| Mar | $43K | $16K | $5K | $10K |
| Apr | $40K | $18K | $6K | $13K |
| May | $56K | $22K | $5K | $10K |
| Jun | $52K | $22K | $5K | $13K |
| Jul | $55K | $22K | $6K | $13K |
| Aug | $60K | $22K | $4K | $16K |
| Sep | $68K | $24K | $4K | $15K |
| Oct | $73K | $25K | $6K | $14K |
| Nov | $69K | $28K | $5K | $17K |
| Dec | $85K | $39K | $6K | $15K |
Margin & retention
- Why did net new MRR drop last month — which Chargebee subscriptions churned?
- Trace this month's net revenue back to Chargebee invoices and flag any credit notes.
- Which Chargebee plan is carrying margin, and which is dragging it?
- What's runway if burn holds at the trailing three-month average?
- Show me the gap between Chargebee invoiced revenue and QuickBooks recognized revenue.
- Break revenue out by Chargebee product catalog tier instead of plan.
- Break MRR by Chargebee plan family and flag any plan where margin is negative.
- Exclude credit notes and promotional discounts from net revenue to show gross billings.
- Show net revenue retention by Chargebee product catalog tier.
Every metric traces back to your systems
This is the part a BI tool can’t fake. Each metric is defined once, in your warehouse, from a specific object in a specific source. Change the definition in one place and every tile, report, and answer moves with it. So the number on the screen is the number in the source.
| Metric | What it measures | How it's calculated | Sources |
|---|---|---|---|
| MRR | The recurring revenue you're collecting this month, normalized to a monthly figure across every plan and billing cycle. | prior MRR + Net New MRR | Chargebee, Stripe |
| Net Revenue | Revenue you actually keep after refunds and credits, not what you originally billed. | Gross Revenue − Refunds & Credits | Stripe, Chargebee, Quickbooks |
| Runway (months) | The number that sets the deadline on every plan: how many months of cash you have left at the current burn rate. | Cash Balance ÷ Monthly Burn | Quickbooks, Stripe |
| Net New MRR | How much your recurring revenue actually grew this month after new business, expansion, contraction, and churn net out, the single number that says whether the base is compounding. | New MRR + Expansion MRR − Contraction MRR − Churned MRR | Chargebee, Stripe |
| Gross Margin | The share of net revenue left after the direct cost of delivering the product, the ceiling on how efficiently the business can grow. | (Net Revenue − COGS) ÷ Net Revenue | Stripe, Chargebee, Quickbooks |
| Net Revenue Retention | The clearest read on whether the product keeps earning its price: how much revenue this year's cohort of customers is worth versus last year, after expansion, contraction, and churn net out. | (prior MRR + Expansion MRR − Contraction MRR − Churned MRR) ÷ prior MRR | Chargebee, Stripe |
| Gross Revenue Retention | The share of recurring revenue you'd retain with zero expansion, the floor under the base once upsell is stripped out. | (prior MRR − Contraction MRR − Churned MRR) ÷ prior MRR | Chargebee, Stripe |
Have our agent watch for you
A chargebee financial dashboard tells you what happened, and Fi tells you why. The last step is not having to remember to check. Point Definite at the one number you can’t afford to miss, and it watches that number for you off the same definitions as your dashboard. When it moves, you hear about it before the next review instead of during it. One metric, one action, always reversible.
Built from whatever you already run on
Connect the systems you already use. Any source of these types works, and you don’t move data into a warehouse, because Definite is the warehouse.
No warehouse to stand up or connect. See how the platform models your data →
Build your chargebee financial dashboard
From signup to a working dashboard in one sitting. No data team required.
Connect your sources
Stripe, your CRM, accounting. Definite syncs and models them automatically.
Decide your metrics
Pick the numbers that matter or let Fi propose them from your data. Every metric gets one definition, governed in one place.
Ask Fi to build it
Describe what you need in plain language. Fi builds the dashboard, and you refine by asking follow-ups.