Waypoint Forms (Demo Data)
Your revenue, explained
36 completed months · Oct 2023 to Sep 2026 · USD
CFO Brief
Revenue is growing. Keep an eye on payment risk.
MRR is up 71.1% versus 12 months earlier. $2,138.87 in monthly revenue across 38 customers is at risk. Review their payment status and outstanding invoices next.
- MRR
- $79,217.24
- Monthly recurring revenue
- Paying customers
- 1,230
- Trials excluded
- At-risk MRR
- $2,138.87
- 2.7% of MRR, still included
Priority action
Review 38 at-risk customers
$2,138.87 of MRR is still counted while these customers are in the payment grace period. Review outstanding invoices and payment attempts before following up.
What would I review?
Open Recovery to inspect each customer's payment evidence, overdue balance, and next renewal. Use that evidence to decide whom to contact. This sample demonstrates the review; it sends no messages and changes no subscriptions.
What changed in revenue?
Select a month to explore its numbers. Every month is complete.
Closing MRR: $79,217.24
Sep 2026
MRR movement bridge
| Opening MRR | $76,269.37 |
|---|---|
| New | $2,831.00 |
| Expansion | $903.33 |
| Reactivation | $106.84 |
| Contraction | $0.00 |
| Churn | -$893.30 |
| Billing paused (net) | $0.00 |
| FX / other adjustments | $0.00 |
| Closing MRR | $79,217.24 |
Opening MRR plus each movement equals closing MRR. FX reflects changes in reporting-currency value.
Net collections
| Gross collections | $89,126.66 |
|---|---|
| Recorded fees | -$2,797.06 |
| Refunds | -$492.47 |
| Unexplained adjustment | $0.00 |
| Net collections | $85,837.13 |
Gross collections less recorded fees and refunds, plus any unexplained adjustment. Compare collections with provider payouts separately.
Explain the business to someone else
Explore the example executive report for retention, customer concentration, revenue bridges, and plan mix, using the same fictional business.
Fictional business with fixed figures. Dates advance each month to show the last 36 completed months.