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Revenue dashboard template

A free revenue dashboard template for tracking recurring revenue, expansion, contraction, churn, net retention, and customer segment mix.

7 dashboard blocks Number, Line, Vertical bar, Donut, Table
Preview

A realistic starting point.

The sample data shows the structure. Basedash generates the live version from your connected sources.

Revenue quality dashboard

MRR movement and retention

Live data

MRR

$842K +11% ($758K)

NRR

119% +5 pts (114%)

Churned MRR

$21K +5% ($20K)

MRR trend

USD
Jan Jul

Revenue movement

NewExpansionContractionChurn

Segment mix

Total 100
Enterprise 51%
Mid-market 34%
SMB 15%

Biggest movements

Acme expansion +$18K
Globex contraction -$7K
Northwind new logo +$12K
The prompt

Copy, paste, customize.

Drop this into Basedash AI to generate the dashboard from your own schema and business context.

Dashboard instructions
Build a revenue dashboard for finance and leadership.

Include recurring revenue, new revenue, expansion, contraction, churn, net revenue retention, gross retention, ARPA, revenue by segment, and the accounts driving movement. Use a line chart for revenue trend, donut or bar views for mix, and a table for the largest changes.

Compare month-over-month and quarter-over-quarter movement, and call out the biggest drivers of net revenue change.
Metrics

What to include.

Core metrics

  • MRR or ARR, new recurring revenue, expansion, contraction, churn, and net movement.
  • Net revenue retention, gross revenue retention, ARPA, and logo retention.
  • Segment mix, concentration risk, payment health, and forecasted renewals.

Layout notes

Revenue dashboards should separate growth from quality. A business can grow while churn worsens, so show total revenue trend next to expansion, contraction, churn, and retention.

Data sources

Powered by these sources.

Basedash can generate this dashboard across databases, warehouses, and SaaS tools.

Frequently asked questions

What should a revenue dashboard include?
What is revenue quality?

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