Revenue Dashboard

Consolidated revenue intelligence across your Stripe accounts. Pulls charges, refunds, subscriptions, and MRR in a single command with period-over-period comparison, goal tracking, and anomaly detection.

Quick Start

1. Store your Stripe secret key at ~/.config/stripe/api_key
2. Copy the config template and edit it:

   cp {baseDir}/references/config-template.json ~/.config/revenue-dashboard/config.json
   

3. Edit ~/.config/revenue-dashboard/config.json with your Stripe account IDs and revenue goals
4. Run your first report:

   python3 {baseDir}/scripts/revenue.py --period today
   

Commands

Revenue Report

python3 {baseDir}/scripts/revenue.py --period <period> [--format <format>]

Periods: today, yesterday, week, month, quarter, year, all Formats: json (default), markdown, summary

Goal Tracking

python3 {baseDir}/scripts/revenue.py --period month --goals

Shows progress toward your monthly and annual revenue targets defined in config.

MRR & Subscription Metrics

python3 {baseDir}/scripts/mrr.py [--breakdown]

Pulls active subscriptions across all accounts. With --breakdown, groups by plan/price.

Anomaly Detection

python3 {baseDir}/scripts/revenue.py --period today --anomalies

Flags unusual activity: revenue spikes/drops >2x vs 7-day average, refund rate >10%, or zero-revenue days.

Nightly Review Workflow

Run this sequence for a complete daily close:

# 1. Yesterday's final numbers
python3 {baseDir}/scripts/revenue.py --period yesterday --format markdown --goals --anomalies

# 2. Monthly trend context
python3 {baseDir}/scripts/revenue.py --period month --format summary

# 3. Current MRR snapshot
python3 {baseDir}/scripts/mrr.py --breakdown

Write findings to your daily notes. Propose next-day actions based on what the numbers show.

Automated Nightly Cron

{
  "name": "nightly-revenue",
  "schedule": {"kind": "cron", "expr": "0 3 * * *", "tz": "America/Los_Angeles"},
  "sessionTarget": "main",
  "payload": {
    "kind": "systemEvent",
    "text": "Run the nightly revenue review using the revenue-dashboard skill. Pull yesterday's revenue, check goals, flag anomalies, and propose tomorrow's plan."
  }
}

Configuration

See references/config-template.json for the full config schema. Key fields:

{
  "accounts": {
    "my_saas": "acct_XXXXXXXXXXXX",
    "my_shop": "acct_YYYYYYYYYYYY"
  },
  "goals": {
    "monthly": 10000,
    "annual": 120000
  },
  "currency": "usd",
  "anomaly_threshold": 2.0
}

Key Metrics Tracked

• Gross / Net Revenue per account and consolidated
• Refund rate as percentage of gross
• Transaction count and average ticket size
• Period-over-period growth % with directional indicator
• MRR / ARR from active subscriptions
• Goal progress as percentage with projected monthly/annual totals
• Anomaly flags for unusual patterns

Interpreting Output

• Growth > 0%: Revenue accelerating vs prior period
• Refund rate > 5%: Investigate product or fulfillment issues
• MRR trend: The most important metric for subscription businesses
• Goal pace: "On pace" means current run rate meets the target; "Behind" means action needed

Multi-Account Strategy

Add as many Stripe accounts as you operate. The dashboard consolidates everything but preserves per-account detail so you can see which products drive growth. Common setups:

• SaaS + info products: Track subscription MRR alongside one-time course/template sales
• Multiple brands: See consolidated revenue while monitoring each brand independently
• Marketplace + services: Separate platform fees from direct service revenue