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Your revenue dashboard, every dollar traced to its source.

MRR, ARR, gross and net revenue, and margin in one view, reconciled from billing and accounting, so every dollar traces back to where it came from.

See how to build one in Definite

What’s in a revenue dashboard?

A revenue dashboard is the single governed view of how money comes in: monthly recurring revenue, annual recurring revenue, gross and net revenue after refunds, and the margin underneath. The version worth closing on reconciles billing and accounting, so the numbers tie out to the bank and there is one definition of revenue everywhere.

Revenue gets counted differently in every tool. Stripe counts one way, QuickBooks another, and the BI report adds a third. When MRR, ARR, and net revenue all trace back to one set of definitions modeled on the actual systems, the revenue you report is the revenue that happened.

Who it’s forCFOs, finance leads, and controllers who own the revenue number.

CadenceRefreshed daily; reviewed before close and board prep.

Built fromStripe, Quickbooks, Chargebee

§ How it works

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.

You

I need a clean revenue view: MRR, ARR, net revenue, and gross margin, with every number tracing back to billing and the ledger.

✦ Fi

Here's your revenue dashboard, on your Stripe, Quickbooks and Chargebee data.

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.

Illustrative data

ARR

$15.18M▲ 8.2%

Data ▾

Period	ARR
Jan	$6.92M
Feb	$7.44M
Mar	$8.01M
Apr	$8.54M
May	$9.09M
Jun	$9.66M
Jul	$10.42M
Aug	$11.17M
Sep	$12.07M
Oct	$12.99M
Nov	$14.03M
Dec	$15.18M

MRR

$1.26M▲ 8.2%

Data ▾

Period	MRR
Jan	$577K
Feb	$620K
Mar	$667K
Apr	$711K
May	$757K
Jun	$805K
Jul	$869K
Aug	$931K
Sep	$1.01M
Oct	$1.08M
Nov	$1.17M
Dec	$1.26M

Net revenue

$1.02M▼ 2.2%

Data ▾

Period	Net Revenue
Jan	$568K
Feb	$662K
Mar	$620K
Apr	$675K
May	$783K
Jun	$859K
Jul	$882K
Aug	$957K
Sep	$1.03M
Oct	$920K
Nov	$1.04M
Dec	$1.02M

Gross margin

77.0%▼ 2.5%

Data ▾

Period	Gross Margin
Jan	75.0%
Feb	78.6%
Mar	75.8%
Apr	76.7%
May	81.3%
Jun	81.6%
Jul	81.4%
Aug	80.7%
Sep	82.9%
Oct	80.1%
Nov	78.9%
Dec	77.0%

ARR over time

Data ▾

Period	ARR
Jan	$6.92M
Feb	$7.44M
Mar	$8.01M
Apr	$8.54M
May	$9.09M
Jun	$9.66M
Jul	$10.42M
Aug	$11.17M
Sep	$12.07M
Oct	$12.99M
Nov	$14.03M
Dec	$15.18M

Gross revenue by product

Data ▾

Product	Gross Revenue
Platform	$391K
Add-ons	$253K
Services	$383K

Net new MRR by movement

Data ▾

Period	New MRR	Expansion MRR	Contraction MRR	Churned MRR
Jan	$37K	$13K	$4K	$10K
Feb	$43K	$16K	$6K	$11K
Mar	$47K	$17K	$5K	$12K
Apr	$44K	$16K	$4K	$12K
May	$46K	$19K	$6K	$14K
Jun	$47K	$18K	$6K	$12K
Jul	$59K	$22K	$5K	$12K
Aug	$59K	$21K	$4K	$14K
Sep	$62K	$28K	$4K	$12K
Oct	$64K	$32K	$5K	$14K
Nov	$77K	$28K	$6K	$13K
Dec	$79K	$35K	$4K	$14K

Revenue health

Net Revenue$1.02M▼ 2.2%

Gross Margin77.0%▼ 2.5%

Net Revenue Retention101.4%▲ 0.5%

✦ Fi

Anything else I can do for you?

You

Why did net revenue dip last month when MRR was flat?Which product line is driving margin, and which is dragging it?Show me the refunds behind last month's net revenue drop.What is ARR if current MRR holds through year-end?Break MRR out by segment instead of the total.Trace this month's gross revenue back to the Stripe payouts.Break net revenue out by product line and flag the one with the tightest margin.Add gross revenue churn and show the trend over six months.Show me MRR net of contraction so I can see the expansion story alone.

Schedule a demo →Start this conversation with your data →

First version in a dayFree to start, flat pricingNo infrastructure to set up

§ Why the numbers tie out

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.

Stripe

◆ SubscriptionARRMRRNet New MRRNet Revenue Retention

◆ Balance Transaction (Ledger)Net RevenueGross MarginGross Revenue

◆ InvoiceNet RevenueGross MarginGross Revenue

◆ PaymentNet RevenueGross Margin

Chargebee

◆ SubscriptionARRMRRNet New MRRNet Revenue Retention

◆ InvoiceNet RevenueGross MarginGross Revenue

Quickbooks

◆ Income Statement (Profit & Loss)Net RevenueGross MarginGross Revenue

◆ General LedgerGross Margin

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	Stripe, Chargebee
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	Stripe, Chargebee
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	Stripe, Chargebee
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	Stripe, Chargebee

§ Then do something about it

Have our agent watch for you

A 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.

See how autonomous agents work →

Agents for this stack

Stripe agent →

Quickbooks agent →

Chargebee agent →

Autonomous agent · watch churn

Watch

A metric you choose

net revenue churn

→

Judge

One condition

> 5% week-over-week

→

Act

One action

alert #revenue + open doc

◄──── then waits · cooldown 24h before it can act again ────

Scoped to a single metric and a single action. You arm it; you can disarm it anytime.

§ The data that powers it

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.

Billing & Subscriptions7

Accounting & Finance8

Quickbooks

Xero

NetSuite

Microsoft Dynamics 365 Finance

No warehouse to stand up or connect. See how the platform models your data →

§ Get started

Build your revenue dashboard

From signup to a working dashboard in one sitting. No data team required.

Sign up

Free to start. No credit card, no infrastructure to set up.

Create your account →

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.

§ FAQ

Common questions

Usually because billing and accounting count revenue on different dates and with different rules. Stripe recognizes on billing date, QuickBooks on recognition date, and a BI tool might add a third definition. The reconciliation map above shows which object each metric comes from, so there is one definition of revenue, modeled in your warehouse instead of re-derived.

Billing (Stripe or Chargebee) for subscriptions and recurring revenue, accounting (QuickBooks) for the P&L and recognized revenue. Definite syncs and models both, then reconciles them so MRR and net revenue agree.

MRR is the recurring billing run rate from active subscriptions. Net revenue is total recognized revenue after refunds and credits, including one-time charges. Both matter, and when they come from the same governed definitions, the gap between them tells a useful story instead of creating confusion.

It is a live ECharts dashboard running on a deterministic synthetic dataset, labeled illustrative. ARR is computed from MRR, net revenue from gross minus refunds, margin from the formula in the metric table. Connect your billing and accounting, and Fi builds the same view from your data.

A BI tool visualizes whatever query you write. This is the output of a governed system: billing and accounting are synced, the definitions are modeled once, and the dashboard is evidence that MRR and net revenue trace back to their sources. The difference is that a BI dashboard is as trustworthy as the last analyst who edited the query.

Type a prompt like the one above. Fi connects your billing and accounting systems, proposes the revenue metrics, and you refine by asking follow-ups. The first version traces every dollar without a spreadsheet reconciliation.