The Revenue Forecast Dashboard
The Revenue Forecast dashboard gives you a forward-looking snapshot of where your revenue is heading. It shows what you're earning in recurring revenue right now, how fast that's growing or shrinking, a six-month revenue projection with an honest uncertainty band, this month's recurring-revenue movement, and the revenue you can reasonably count on over the next 90 days. You'll find it under Revenue in the top menu.
What you'll see
The page opens with a Current snapshot label in the top right. There's no date picker here, this dashboard always shows your live, current position. If data is still loading, you'll see a brief "Loading dashboard..." message.
Top metrics row
These four cards summarize where your recurring revenue stands today and how it's trending.
| Metric | What it tells you |
|---|---|
| Current MRR | Your Monthly Recurring Revenue, the normalized monthly value of all active recurring subscriptions right now. The subtext shows ARR (Annual Recurring Revenue), which is simply your MRR times twelve. Payment plans are not counted here. |
| MRR Growth Rate | How fast your total paid revenue has been changing month over month, averaged across the last three complete months. A colored pill tells you at a glance: Growing (green), Declining (red), or Flat (grey). |
| Monthly Churn | The share of subscriptions that were active at the start of this month and have since canceled or ended. A pill flags Above 5% threshold (red) or Healthy (green). |
| Projected Monthly Revenue | A baseline "typical month," calculated as the simple average of your last three complete months of paid revenue. |
90-day commitment row
The next three cards focus on revenue you can expect over the next 90 days. The first two add up to the third.
| Metric | What it tells you |
|---|---|
| Subscription 90-Day | Expected recurring revenue from your active subscriptions over the next 90 days, discounted for the churn you'd normally expect ("churn-adjusted recurring"). |
| Payment Plan 90-Day | Expected installment revenue over the next 90 days from active payment plans, adjusted by an estimated completion rate ("completion-adjusted installments"). |
| Committed Revenue | The total revenue you can reasonably count on over the next 90 days, the two figures above combined. |
Historical Revenue + Forecast chart
This chart shows your recent revenue trajectory next to a model-based projection of the next half-year.
- Solid line (Actual): your total paid revenue for each of the last 12 complete months.
- Dashed line (Forecast): projected revenue for the next 6 months, joined to your last actual month so the two lines flow together.
- Shaded cone (Confidence range): the uncertainty band around the forecast. It widens the further out you look, which is expected.
- Dotted "TODAY" line: marks where your real numbers end and the projection begins.
If there's no historical revenue yet, this area shows "No historical data."
MRR Movement (Current Month) chart
A waterfall-style view of how your recurring revenue changed this month, with four bars:
| Bar | What it means |
|---|---|
| Starting MRR | The recurring revenue you began the month with (subscriptions active at the start of the month). |
| New MRR | Recurring revenue added this month from subscriptions that started during the month and are still active. Shown in green with a leading "+". |
| Churned MRR | Recurring revenue lost this month to subscriptions that canceled or ended. Shown in red with a leading "-". |
| Ending MRR | The recurring revenue from all your currently active subscriptions. |
If there's no movement data yet, this area shows "No MRR data."
Committed Revenue Breakdown (90-Day) table
A product-by-product breakdown of the revenue behind your 90-day projection, grouped into a Subscriptions section and a Payment Plans section.
| Column | What it shows |
|---|---|
| Product | The product name (shows "Unknown" if the product has no name). |
| Type | "Sub" for subscriptions, "Plan" for payment plans. |
| Monthly | For subscriptions: the count of monthly-billed subscriptions. For payment plans: the count of active plans. |
| Annual | For subscriptions: the count of subscriptions on a non-monthly cycle (e.g. annual). For payment plans: shown as a dash, not applicable. |
| MRR | That product's monthly recurring revenue (a dash for payment plans). |
| 90-Day Rev | The product's expected 90-day revenue (churn-adjusted for subscriptions, completion-adjusted for plans). |
Products are listed subscriptions first, then payment plans, with each group ordered by largest 90-day revenue first. Only products with positive value appear. If there's nothing to project, you'll see "No committed revenue data."
How to use it
- Switch organizations: use the org picker in the top navigation bar (top right of every dashboard). Pick the organization you want and the whole page reloads with its forecast. Your choice is remembered for next time.
- Read the trend at a glance: the colored pills on MRR Growth Rate and Monthly Churn give you an instant read on whether things are heading the right way.
- Hover the charts: point at any month on the revenue chart to see the exact dollar value, tagged "Actual" or "Forecast." Hover the MRR Movement bars to read each amount.
- Use the breakdown table to see what's driving the number: scan the 90-Day Rev column to find which products contribute most to your committed revenue.
A few things this page does not do: there are no date filters, no sorting, no search, and nothing on the page is clickable, no cards, chart points, or table rows open detail views or link to other dashboards. The only way to navigate away is the top menu. The breakdown table has no pagination, so for an organization with many products it can be long.
Good to know
- It's always a current snapshot. There's no way to view the forecast for a past period or a custom window. Every time window here is fixed: trailing 3 months, trailing 12 months, the current month, the next 6 months, and the next 90 days.
- The current, in-progress month is left out of the historical line, the growth rate, and the projected-monthly average. These reflect your last complete months, so a strong partial month won't appear until it closes.
- Dates are based on when each payment actually happened, not when it was imported into Data Curator. Months are bucketed in your organization's timezone (falling back to UTC only if no timezone is set).
- "Revenue" means gross paid charges. Only successful, paid charges are counted. Refunds are not subtracted, and test-mode charges are not excluded. If your account has significant refunds or test transactions, these figures will run higher than your true net revenue. (Some other dashboards net out refunds; this one does not.)
- MRR and all subscription metrics exclude payment plans. Payment-plan revenue only shows up in the Payment Plan 90-Day card, the Committed Revenue card, and the Payment Plans section of the breakdown table, never in MRR, ARR, or MRR Movement.
- A "recurring subscription" is a price billed on a repeating cycle; a "payment plan" is a price paid off in installments. Both are tracked separately throughout this page.
- An "active subscription" is one currently in active status. Current MRR sums the normalized monthly value of all of these, converting each price to a monthly figure regardless of its billing interval.
- The forecast is a statistical extrapolation, not a commitment. It assumes the growth and volatility of your past 12 months continue. The shaded band is a confidence range, not a guarantee, and it widens the further out it goes. For volatile revenue, that band can be quite wide by design.
- The forecast needs history. With fewer than two months of revenue history (or no real growth to measure), no forecast line is drawn. With no history at all, the chart shows "No historical data."
- Churn is a current-month rate. Early in the month it's based on very few ended subscriptions, so it can look misleadingly low. The 5% threshold on the badge is a fixed cutoff, the same for every organization.
- The payment-plan completion rate defaults to 70% when none of your plans have completed all their installments yet. So a brand-new payment-plan product carries a generic assumption in its 90-day figure until real completion data builds up.
- The MRR Movement bars are an explanatory snapshot, not a strict ledger. Starting plus New minus Churned won't always land exactly on Ending, because Ending is calculated independently from all your currently active subscriptions.
Need a hand?
Click the Ask Data Curator button inside Data Curator for instant answers, or reach our support team at support@datacurator.co and we'll get you running.