The agency dashboard has three primary tabs for agency users to get a feel of what is going on in their company: Summary, Rebilling, and SaaS. This is the first page that loads when logging into an agency account, so let’s go through it.
Summary #
Here, you can see an overview of the revenue and customers generated from SaaS, Reselling, and Rebilling.
The KPI cards display key revenue metrics based only on qualifying platform-backed revenue, including Total Revenue (Last Month), Monthly Recurring Revenue (MRR), New Customers, and Total Customers.
The Growth Rate chart aligns with the updated Revenue and MRR calculations, while the Revenue Distribution (Last Month) chart provides a breakdown of the previous month’s revenue across SaaS, reselling, and rebilling categories.
SaaS #
The SaaS Analytics tab provides a comprehensive analytical view of your SaaS business by combining revenue and customer metrics with plan-level insights and cohort data, enabling you to monitor MRR, churn, upgrades and downgrades, ARPA, and other key performance indicators in a single location.
Review the MRR components, which include:
- MRR: Total monthly recurring revenue
- New MRR: First-time paid subscriptions or trial conversions
- Expansion MRR: Upgrades or added recurring value
- Contraction MRR: Downgrades or recurring value reductions
- Churned MRR: Cancellations or full lapses
- Reactivation MRR: Previously cancelled or paused subscriptions returning to paid status
Scroll to view a chart of the total SaaS customers and revenue by month. Below these, you will find the Total MRR by Month and Amount & Average Revenue Per Account (ARPA) graphs.
Use the MRR by Plan chart to see a visual representation of your revenue breakdown. The Customer Plan Expansion/Contraction chart shows the number of customers who have upgraded or downgraded their plan over a defined period.
The last set of graphs in this section is the Net MRR Churn Rate, which is the percentage of monthly recurring revenue lost from existing customers over a given period after accounting for upgrades or expansions, and the Plan-Wise Customer Distribution, which shows how your total customers are divided across different subscription plans.
Reselling #
Reselling is divided into two categories: Usage Products and Subscription Products.
Usage Products #
Here, you can monitor insights into the cost, profit, and revenue from usage-based products in your account. These factors are further broken down by channel or product, such as WhatsApp, Phone, or Email, so that you can see the main source for your gains. Use the line graph to see how your sales are going for each channel over the defined interval, and visualize income and expenses with the Net profit & margin insights and Wallet usage attribution widgets.
Subscription Products #
This tab focuses on the reselling revenue from subscription products. The total reselling revenue chart gives insight into how much USD you are earning in reselling sales per month. You can also view the revenue from each product and the product rankings.
Apply sub-account, product, and date range filters to your metrics and regularly export and refresh these tabs so you can access the most accurate information. Now that you know all about the Agency Dashboard, go ahead and leverage the insights to drive your sales even more.
Frequently Asked Questions #
What are the three main tabs on the Agency Dashboard? #
The dashboard has three primary tabs: Summary, Rebilling (Reselling), and SaaS.
What metrics appear on the Summary tab? #
The KPI cards show Total Revenue (Last Month), Monthly Recurring Revenue (MRR), New Customers, and Total Customers, along with a Growth Rate chart and a Revenue Distribution breakdown.
What is the difference between the MRR components? #
New MRR is from first-time subscriptions, Expansion MRR is from upgrades, Contraction MRR is from downgrades, Churned MRR is from cancellations, and Reactivation MRR is from returning customers.
How is reselling revenue categorized? #
Reselling is split into Usage Products (usage-based channels like WhatsApp, Phone, and Email) and Subscription Products (recurring subscription revenue).
Can I filter the dashboard data? #
Yes. You can apply sub-account, product, and date range filters, and export or refresh the tabs for the most accurate information.
What does the Net MRR Churn Rate represent? #
It is the percentage of monthly recurring revenue lost from existing customers over a given period, after accounting for upgrades or expansions.
