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: ARR, MRR, Net revenue, Gross margin. Each shows a delta versus the prior period so you can see direction at a glance. Below that, 2 trend charts (ARR over time, Net new MRR by movement) show how the headline numbers have moved over time. A breakdown (Gross revenue by product) splits the metric by dimension so you can see what's driving the total. A detail table (Revenue health) 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.
ARR
Data ▾
| Period | ARR |
|---|---|
| Jan | $6.86M |
| Feb | $7.40M |
| Mar | $7.87M |
| Apr | $8.41M |
| May | $9.09M |
| Jun | $9.85M |
| Jul | $10.54M |
| Aug | $11.31M |
| Sep | $12.15M |
| Oct | $13.20M |
| Nov | $14.14M |
| Dec | $15.38M |
MRR
Data ▾
| Period | MRR |
|---|---|
| Jan | $572K |
| Feb | $616K |
| Mar | $656K |
| Apr | $701K |
| May | $757K |
| Jun | $821K |
| Jul | $879K |
| Aug | $942K |
| Sep | $1.01M |
| Oct | $1.10M |
| Nov | $1.18M |
| Dec | $1.28M |
Net revenue
Data ▾
| Period | Net Revenue |
|---|---|
| Jan | $612K |
| Feb | $646K |
| Mar | $719K |
| Apr | $764K |
| May | $776K |
| Jun | $852K |
| Jul | $764K |
| Aug | $779K |
| Sep | $945K |
| Oct | $1.05M |
| Nov | $1.02M |
| Dec | $1.26M |
Gross margin
Data ▾
| Period | Gross Margin |
|---|---|
| Jan | 78.6% |
| Feb | 79.7% |
| Mar | 81.7% |
| Apr | 80.4% |
| May | 80.8% |
| Jun | 82.2% |
| Jul | 77.0% |
| Aug | 74.7% |
| Sep | 78.3% |
| Oct | 81.7% |
| Nov | 77.7% |
| Dec | 82.8% |
ARR over time
Data ▾
| Period | ARR |
|---|---|
| Jan | $6.86M |
| Feb | $7.40M |
| Mar | $7.87M |
| Apr | $8.41M |
| May | $9.09M |
| Jun | $9.85M |
| Jul | $10.54M |
| Aug | $11.31M |
| Sep | $12.15M |
| Oct | $13.20M |
| Nov | $14.14M |
| Dec | $15.38M |
Gross revenue by product
Data ▾
| Product | Gross Revenue |
|---|---|
| Platform | $570K |
| Add-ons | $426K |
| Services | $267K |
Net new MRR by movement
Data ▾
| Period | New MRR | Expansion MRR | Contraction MRR | Churned MRR |
|---|---|---|---|---|
| Jan | $34K | $12K | $6K | $8K |
| Feb | $46K | $16K | $6K | $12K |
| Mar | $39K | $18K | $6K | $12K |
| Apr | $43K | $21K | $6K | $13K |
| May | $52K | $21K | $6K | $9K |
| Jun | $58K | $23K | $4K | $14K |
| Jul | $49K | $25K | $4K | $12K |
| Aug | $60K | $22K | $5K | $14K |
| Sep | $58K | $30K | $5K | $12K |
| Oct | $78K | $29K | $6K | $13K |
| Nov | $67K | $31K | $6K | $15K |
| Dec | $91K | $34K | $5K | $16K |
Revenue health
- Why did net revenue dip last month when Chargebee MRR was flat?
- Which item in the Chargebee product catalog is driving margin, and which is dragging it?
- Show me the credit notes and refunds behind last month's net revenue drop in Chargebee.
- What is ARR if current Chargebee MRR holds through year-end?
- Break MRR out by Chargebee plan instead of the total.
- Trace this month's gross revenue back to the Chargebee transactions and Stripe payouts.
- Break net revenue out by Chargebee product catalog item and flag the one with the tightest margin.
- Show gross revenue from Chargebee invoices versus metered usage charges separately.
- Add MRR net of contraction from Chargebee subscription downgrades so I can see the expansion story alone.
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 |
|---|---|---|---|
| ARR | Your monthly recurring revenue annualized, the figure a board or investor anchors on. | MRR × 12 | Chargebee, Stripe |
| 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 |
| 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 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 |
| 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 |
Have our agent watch for you
A chargebee revenue 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 revenue 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.