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Your dashboard

What counts as revenue

Choose whether your revenue tile shows payments taken, monthly recurring revenue, or the values your own code sends with goals.

Three different businesses ask three different questions about money, so the revenue tile asks you which one is yours. The setting lives in Site settings → General, under What counts as revenue, and it changes the tile on your dashboard, on any board you share, and in the revenue widget.

You choose a source first — A payment provider or Goals your code sends — and under the payment provider, a measure: Revenue or MRR. A new site starts on A payment provider → Revenue.

Two sources, and under the payment provider two measures. MRR is selected here: what live subscriptions are worth per month, annual plans divided by twelve.

Revenue

Money your payment provider actually took during the period you are looking at. This is the figure that should match your Stripe dashboard for the same dates — refunds are listed as their own line rather than subtracted, exactly as Stripe shows them.

Pick this if you sell one-off items, or if you simply want to know what came in this month.

MRR

What your live subscriptions are worth per month, with annual plans divided by twelve and quarterly plans by three.

It answers a different question from Revenue, and the gap between them is the reason both exist:

JanuaryFebruary
100 subscribers at $20/month$2,000$2,000
one customer prepays a year, $1,200$1,200—
Revenue$3,200$2,000
MRR$2,100$2,100

Revenue fell 37% in February and nothing got worse — January simply contained a yearly prepayment. MRR removes that noise, which is why subscription businesses watch it.

MRR counts active and past due subscriptions. Trials are excluded until they convert, because nobody is paying yet — counting them would inflate MRR by your whole trial cohort and then drop it on the day each person decides, which reads as churn that never happened.

A subscription set to cancel at the end of its term keeps counting until that term actually closes. They are still paying.

Both Revenue and MRR read your payment connection, so connect one under Integrations first. Until you do, the tile shows a dash and says what is missing rather than a confident zero.

MRR cannot be published as a revenue widget. It is a figure about today, not a total for a period, so there is nothing for a widget's chart to draw. Choosing MRR removes that publishing option — see widgets.

Goals your code sends

The amounts your own code sends with goals, through the goals API.

Pick this if you do not take payment on the site at all. A lead-generation site knows what a booked demo is worth to it, sends that number with the goal, and gets a revenue tile out of it without any payment provider.

Choosing which goals count

Selecting Goals your code sends reveals a list of every goal this site has recorded, with the ones that carry an amount at the top. By default nothing is ticked and every valued goal counts. You can narrow that, and on most sites you should:

One site often sends two kinds of valued goal — purchase carrying the real sale, and demo_booked carrying what your team reckons a demo is worth internally. Both are honest numbers, and adding them together produces a total that matches no invoice. Tick only the goals you would call money.

Goals that carry no value are listed too, marked as such — a goal sent from the browser has no amount attached, so it adds nothing to a total. It does not follow that ticking one does nothing: see below.

Ticking changes what the tile measures

This is the part worth reading before you tick anything.

What you tickThe tile shows
NothingThe summed value of every goal that carries one
Goals that carry valuesThe summed value of those goals only
A goal with no valueIts completion count — an integer, not money

When the headline becomes a count, any money the counted goals did carry moves underneath as an aside ($230 value). Neither number answers the other's question: "1 lead" is the conversion, "$230" is what it was worth.

Two more consequences of a selection:

  • Tick exactly one goal and the tile takes that goal's name. Not "Goal value" but trial_started, because a count of trial starts is not a value and the label should say which goal it is counting. Tick two or more and it falls back to a category.

  • A ticked goal with no completions in the range shows a dash, not a zero. A dash means "nothing to report here"; a zero would claim we measured it and found none.

Revenue per visitor and the conversion rate disappear in count mode, along with the new/renewal/refund split. They are ratios of money, and there is no money in the headline to take a ratio of.

Selecting a goal that stops being sent is harmless. It keeps its tick, is marked not seen recently, and starts counting again if it returns — the alternative would be your revenue definition quietly changing because a goal went quiet.

The picker lists every goal the site has fired. This site sends none with a value yet, so each says so; tick the ones you would call money, or leave them all clear and every goal that carries a value counts.

What the chart shows

The line under the revenue tile follows the same setting: payments plot the payments series, goal values plot goal values.

MRR draws a level, not bars. It answers "what are my subscriptions worth per month", and that figure holds between changes: the same $82.50 on Monday and Tuesday is one subscription still running, not two lots of income. Bars would read as thirty separate earnings in a month where nothing happened, so it is drawn as a filled line that steps when a subscription starts or ends.

The history is reconstructed from your subscription events, so it reaches back as far as those go. Before that point there is nothing to draw from, and the chart says so rather than guessing.

Revenue per visitor and conversion rate

Two tiles sit beside the revenue one:

  • Revenue/visitor — what the range earned, divided by the people in it

  • Conversion rate — how many payments (or goal completions), divided by the same people

They use whatever you have set as revenue, so a site tracking lead_submit worth £200 gets both without a payment provider anywhere. A site whose goals carry no value gets neither: there is no amount to divide.

MRR has neither, and for a reason worth stating. MRR is what your live subscriptions are worth this month; the visitors are the ones who came in the range you picked. Dividing one by the other puts two different periods on either side of a division sign.

Conversion rate can exceed 100%. A payment does not need a visit in the same period — someone who subscribed in March pays again in April without opening your site — and one visitor can pay twice. It is payments over visitors, not "share of visitors who paid".

Clicking one takes over the chart

Selecting either tile draws that ratio alone and switches the other series off. A ratio has no scale in common with a visitor count — money per person against people — so a chart carrying both would be comparing two things on one axis. Press the tile again and the chart returns to the series you had.

The three are never added together

Whichever you choose, the tile shows that one figure. Payments and goal values are never summed — doing so would put money on your dashboard that appears in no payment provider's records.

What follows this setting

Follows itDoes not
The revenue tileThe channel and source breakdowns, which always attribute the payments themselves
The line under it
Revenue per visitor and the conversion rate
The revenue widget, and a shared board's tile

Changing your mind

Switching sources changes what is displayed, never what is stored. Every payment, subscription and goal value keeps being recorded whatever this is set to, so switching back shows the full history rather than starting from the day you switched.

Nothing is recalculated when you switch, because nothing was ever stored pre-resolved: the whole range is re-read under the new setting and redraws immediately.

Your goal selection survives a trip through the payment provider and back — the ticks are remembered. The measure is not: leaving MRR for goals and returning lands you on Revenue, so set it again.

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Last updated September 22, 2026