💰 Revenue Analytics
Track your business revenue, monitor MRR growth, and forecast future income with Lead Manager's revenue analytics tools.
📊 Revenue Metrics
Total Revenue
$125K
All time closed deals
This Month
$42K
+15% from last month
MRR
$12K
Monthly recurring
💵 Revenue Types
One-Time Revenue
Revenue from individual project or product sales. Tracked when deals are marked as "Won" in your pipeline.
Default for all deals
Monthly Recurring Revenue (MRR)
Predictable revenue from subscription-based services or retainers. Enable "Recurring Revenue" on any lead to track MRR.
Enable per lead
How to track MRR:
- Edit a lead in your pipeline
- Check "Recurring Revenue" checkbox
- Enter monthly amount
- MRR automatically calculated when won
Annual Contract Value (ACV)
Total value of annual contracts. For yearly subscriptions, enter the full annual amount and mark as recurring.
Calculate from MRR × 12
📈 Tracking Revenue
Create Leads
Add deals with estimated values
Set Deal Values
Enter expected revenue for each opportunity
Mark as Recurring
Enable MRR tracking if applicable
Close Deals
Move to "Won" to count as revenue
Monitor Growth
Track trends over time
🎯 Revenue Forecasting
Predict future revenue based on your current pipeline:
| Stage | Deals | Value | Win Rate | Forecast |
|---|---|---|---|---|
| Qualified | 15 | $150K | 60% | $90K |
| Proposal | 10 | $125K | 40% | $50K |
| Negotiation | 5 | $100K | 70% | $70K |
| Expected Revenue (30 days) | $210K | |||
📊 Revenue Reports
📅 Monthly Revenue
- Total closed deals per month
- Month-over-month growth
- Average deal size trends
- Revenue by source/channel
🔄 MRR Tracking
- New MRR added this month
- Churned MRR (cancellations)
- Expansion MRR (upgrades)
- Net MRR growth rate
📈 Growth Metrics
- Year-over-year growth
- Quarterly comparisons
- Revenue run rate
- Customer lifetime value
🎯 Targets & Goals
- Monthly revenue targets
- Quarterly goals progress
- Annual revenue objectives
- Performance vs. forecast
💡 Best Practices
Update Deal Values Regularly
Keep estimated values current as negotiations progress. This ensures accurate revenue forecasts.
Track MRR Separately
For subscription businesses, always enable recurring revenue tracking to properly measure MRR growth.
Don't Count Pipeline as Revenue
Only deals marked as "Won" count as actual revenue. Pipeline value is just a forecast!
🔗 Related Documentation
- Analytics & Reporting
Overall business analytics and KPIs
- Pipeline Management
Managing deals through your sales process
- Creating Invoices
Generate invoices to collect revenue
Need Help?
Questions about revenue tracking? Check our FAQ or contact support.