Sales & revenue reporting

What you’ll build: a revenue view your team reads each morning — current MRR and churn with week-over-week deltas, plus the booking trend — posted by a nightly job against your billing data.

pulsedeck.app / dashboards / revenue

SCREENSHOT

Finished revenue dashboard: MRR and churn metric cards above a 30-day MRR area chart.

Drop an image into public/shots/ and pass src.

What you’ll need

PulseDeck running (Quickstart).
A registered source and its pd_… API key.
Read access to your billing data (Stripe, your database, a spreadsheet export — whatever the job can query).

1. Plan the structure

Category: revenue
Stream: daily

2. Send the report

A nightly job computes the numbers and posts metric blocks for the KPIs and a chart block for the trend. Keep the same metric keys every run (mrr, churn) — PulseDeck tracks them over time automatically, which is what powers deltas and the chart widget.

curl -X POST http://localhost:3001/api/v1/reports \
  -H "Authorization: Bearer pd_xxxxx" \
  -H "Idempotency-Key: revenue-2026-06-23" \
  -H "Content-Type: application/json" \
  -d @revenue.json

{
  "version": "1.0",
  "source": { "id": "src_…" },
  "category": { "slug": "revenue" },
  "stream": { "slug": "daily" },
  "report": {
    "title": "Revenue — 2026-06-23",
    "summary": "MRR up 2.1% WoW; churn steady.",
    "severity": "info",
    "occurred_at": "2026-06-23T06:00:00Z",
    "tags": ["revenue", "daily"]
  },
  "blocks": [
    {
      "id": "mrr", "type": "metric",
      "key": "mrr", "label": "MRR", "value": 48200,
      "unit": "USD", "format": "currency", "precision": 0,
      "trend": "up", "sentiment": "positive",
      "delta": 1000, "comparison_label": "vs last week"
    },
    {
      "id": "churn", "type": "metric",
      "key": "churn", "label": "Churn", "value": 1.8,
      "unit": "%", "format": "percent", "precision": 1,
      "trend": "flat", "sentiment": "neutral"
    },
    {
      "id": "bookings", "type": "chart", "variant": "bar",
      "title": "Bookings this week",
      "labels": ["Mon", "Tue", "Wed", "Thu", "Fri"],
      "series": [{ "name": "Bookings", "data": [12, 18, 9, 22, 15] }]
    }
  ]
}

3. Build the dashboard

Add metric widgets for the headline numbers (each shows the latest value and its delta versus the previous report) and a chart widget for the 30-day MRR trend:

{
  "version": 1,
  "widgets": [
    { "id": "m1", "type": "metric", "span": "third", "row": 0,
      "config": { "streamId": "str_daily", "metricKey": "mrr", "label": "MRR" } },
    { "id": "m2", "type": "metric", "span": "third", "row": 0,
      "config": { "streamId": "str_daily", "metricKey": "churn", "label": "Churn" } },
    { "id": "c1", "type": "chart", "span": "full", "row": 1,
      "config": { "streamId": "str_daily", "metricKey": "mrr", "variant": "area", "range": "30d" } }
  ]
}

pulsedeck.app / dashboards / revenue / edit

SCREENSHOT

Builder showing two metric widgets in the top row and a full-width MRR chart below.

Drop an image into public/shots/ and pass src.

Make it your own

More KPIs — add metric blocks for new customers, ARPU, trials; one widget each.
Weekly digest — also post a weekly stream every Monday for a wider view.
Per-client revenue (agencies) — one workspace per client, the same job posting each client’s numbers to their revenue/daily stream.