Reports & Analytics

Two reporting pages

Top nav → Reports has two items:

• Revenue Analytics — your business performance
• Tenant Invoices — every invoice generated for any of your tenants

This chapter covers both.

Revenue Analytics

The headline view of your business. Top of the page has a period selector: 7d / 30d / 90d / 1y. Default is 30d. Everything on the page recalculates when you change it.

First metrics row (4 cards)

• MRR (Monthly Recurring Revenue) — sum of all your tenants' monthly subscription amounts (their flat-rate fees). Doesn't include usage overages or one-time charges. The number you'd report to a board if you had one.
• ARR (Annual Recurring Revenue) — MRR × 12. Same caveats.
• Revenue This Period — actual cash collected in the selected period. Includes everything: subscriptions, overages, one-time charges, refunds (negative).
• Active Tenants — count of tenants in ACTIVE status, with a sub-line showing ARPU (Average Revenue Per User = Revenue This Period ÷ Active Tenants).

Growth percentages compare to the equivalent prior period (e.g., 30d vs the 30d before that).

Second metrics row (4 cards)

• Lifetime Revenue — total collected since you started, all-time
• Outstanding Balance — sum of unpaid invoices across all tenants
• Collection Rate — invoices paid on time ÷ total invoices issued (in the period)
• Avg Revenue / Tenant — same as ARPU, included again because it's the most-cited metric

Usage & Revenue Breakdown (3 columns)

Three cards stacked horizontally:

• Extensions — total provisioned across all tenants, plus the dollar revenue attributable to extension fees in the period
• DIDs — same shape, for phone numbers
• Minutes — same shape, for per-minute usage

Lets you see at a glance which line item is your biggest revenue stream. Most partners discover that DIDs are smaller revenue but extensions are the main lever.

Monthly Trends Table

Last 12 months of:

• Revenue
• Invoices Sent
• Invoices Paid
• New Tenants
• Churned Tenants

Useful for spotting seasonality, the impact of pricing changes, and your churn rate.

Churn rate calc: churned tenants ÷ active tenants at start of month. Healthy SMB phone-service churn is 1-3% monthly. Above 5% means something's wrong (likely a pricing or service issue, not a product issue).

Tenants by Revenue Table

Every active tenant ranked by revenue contribution:

• Tenant Name
• Subscription Tier (badge)
• MRR
• Total Revenue (lifetime)
• Outstanding Balance
• Last Payment Date

Click any row to jump to that tenant's account.

The 80/20 rule applies: you'll usually find ~20% of your tenants generate ~80% of revenue. This table makes that obvious. Use it to prioritize who you call first when you launch a new product, who gets early-access to features, and who you absolutely do not want to lose.

Exporting

A small Export CSV button in the top right exports the current view to a CSV. Period filter applies.

Tenant Invoices

A single table of every invoice the platform has generated for any of your tenants.

Stats cards at the top:

• Total Invoices (in the selected period)
• Paid count
• Unpaid count
• Outstanding Amount

Filters:

• Status — All / Draft / Sent / Partially Paid / Paid / Overdue / Cancelled
• Search — by invoice number, tenant name, or SIP prefix
• Date range — calendar picker

Columns:

• Invoice #
• Tenant
• Issue Date
• Due Date
• Status (color-coded badge, with overdue indicator if applicable)
• Amount
• Actions (View Details / Download PDF / Refund)

Invoice details modal

Click View Details on any row.

• Header — invoice number, tenant, status, dates, billing period
• Line items — every charge: extension fees, DID fees, per-minute usage, overages, one-time charges, taxes
• Totals — subtotal, tax, total, amount paid, amount due
• Action buttons — Send Reminder, Mark as Paid (manual), Issue Refund, Void (only available if Draft)

Download PDF

Every invoice has a downloadable PDF version. The PDF is branded with your logo, brand name, support email, and statement descriptor. Hand these to tenants, your accountant, or the IRS.

What if you want a custom invoice?

The standard invoice template covers most cases. If you need something custom (additional fields, different layout, your own branding details), edit your Invoice Template under Settings → Billing.

Common reporting questions

"What's my margin on Tenant X?"

Margin = (revenue from tenant) − (your wholesale cost for that tenant).

Revenue: see Tenants by Revenue Table on the Analytics page.

Wholesale cost: roughly = (their extensions × your per-extension wholesale rate) + (their DIDs × your DID rate) + (their minutes × your per-minute rate). See Settings → Billing → Subscription tab for your current wholesale rates.

We don't currently surface per-tenant margin as a number — you'd compute it from the two pages. Future enhancement.

"Why did revenue drop month-over-month?"

Check the Monthly Trends table. Three usual suspects:

• Churn — see "Churned Tenants" column
• Lower usage — check the Usage & Revenue Breakdown card; if minutes dropped, your tenants are calling less
• Pricing change — if you reduced rates recently, MRR drops mechanically

"Which tenants are at risk of churning?"

We don't have a churn-risk score yet. Best heuristic: tenants whose usage has dropped >50% in the last 30 days vs the prior 30. You'd compute this manually from the Tenant Invoices page or via the API.

"Can I get this data into my accounting system?"

Yes. Use the API (chapter 15) to pull invoices, payments, and transactions on a schedule. The webhook system (chapter 16) sends real-time events as well.