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Monthly Revenue Per Status

shows you how much money your business has earned each month, broken down by payment status.

Written by Ronny Christensen

How to get here

  1. Click Overview in the left menu.

  2. Navigate to the Sales insights section.

  3. Find the Revenue tab.

  4. You can see Monthly revenue per status.

Step-by-step guide

Set the date range

The chart uses a From date and To date, controlled by the date filters at the top of the Insights page. Adjust the date range to cover the period you want to analyse. The chart reloads automatically with data for the new date range.

Select a centre / location

The chart uses the globally selected centre from the dashboard header. To change which location's data you see, switch the centre in the global centre selector at the top of the dashboard. The chart reloads automatically when you change location.

Select a segment (optional)

The segment setting lets you break down revenue data in different ways. Click the segment menu to open the options. All: Total revenue grouped only by payment status. The chart is shown as a simple (non-stacked) area chart. Gender: Revenue split by the paying customer's gender. The chart becomes stacked so you can see each group's contribution. Age: Revenue split by the paying customer's age group. The chart becomes stacked so you can see each group's contribution. Select the segment you want. The chart reloads with the new breakdown.

Read the chart

The X-axis (horizontal) shows months in MMM yyyy format (e.g. "Jan 2025"). The Y-axis (vertical) shows revenue amounts in your default currency. Each coloured area represents a different payment status series. Hover over any point on the chart to see the exact value for that month.

Use the reference lines

The chart draws two horizontal annotation lines when there is data to show. Blue — Median: The middle value of your monthly revenue. Half of your months earned more than this, half earned less. Orange — Average: The arithmetic mean of your monthly revenue. This can be skewed by very high or very low months. Use these lines to quickly spot months that are above or below your typical performance.

Use the legend

The legend sits in the top right of the chart. Click a series name in the legend to show or hide it. This is useful when you want to focus on a specific payment status without the others cluttering the view.

Do you need help?

Contact support and include information about:

  1. What you were trying to do

  2. When the problem occurred

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