Displaying Revenue in Reports
Chargebee Growth can display revenue values alongside customer totals across your dashboard and reports. You can configure the revenue source whether or not you have a billing integration connected.
Note
Revenue values currently appear only in the Cancel page dashboard and related cancellation reports.
How revenue sources work
Chargebee Growth supports two revenue source types:
| Source type | Description |
|---|---|
| Billing | Pulls revenue directly from your connected billing system (Chargebee). Use this if your billing integration is active. |
| Customer field | Uses a numeric field passed through the Growth JS snippet or an enrichment integration. Use this if you do not have a billing integration. |
Revenue source options
When Billing is the source type, you can choose how revenue is calculated:
| Option | Description |
|---|---|
| MRR | Displays the MRR value from your billing system. |
| Subscription price | Displays the full subscription value from your billing system. |
When Customer field is the source type, you can choose any numeric field that you have mapped in your field mappings. This field must be passed consistently through the Growth JS snippet or an enrichment integration for revenue values to populate correctly.
Configuring revenue in reports
Prerequisites
Before you configure revenue, make sure that the source you plan to use is ready:
- For the Billing source type, your billing system must be connected under Settings > Setup > Billing system.
- For the Customer field source type, at least one numeric field must be mapped under Settings > Setup > Field mappings.
Configuring the revenue source
- Go to Settings > Setup > Configuration > Revenue in reports.
- Expand the Revenue in reports section.
- Select a Revenue source type:
- Select Billing to use your connected billing system.
- Select Customer field to use a mapped numeric field.
- Select a Revenue source option:
- If you selected Billing, select MRR or Subscription price.
- If you selected Customer field, select the numeric field from the dropdown.
- Click Save.
Once saved, Chargebee Growth queues an update to your reports. Revenue values appear after the refresh is complete.
To revert to the previous configuration, click Reset.
For questions or support, contact growth-support@chargebee.com.
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