Read the Revenue page
See monthly recurring revenue, one-time backlog, revenue by service and the clients that need chasing.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
The Revenue page adds up every active engagement in the workspace, so you can see what the agency earns each month and where the risks are.
By the end you can
- Read MRR, annual run-rate and one-time backlog
- See revenue by service type and by client
- Find renewals and deliverables that need attention
Screens used
Before you start
- At least one active engagement in a project. Engagements are covered in the Client work module.
Steps
- 1
Open Revenue
On: /pipelineType "revenue" in Find a page… and choose Revenue.
You should see: Totals for Active engagements, or "No active engagements yet".
- 2
Read the totals
On: /pipelineMRR is recurring revenue billing this cycle. Annual run-rate is MRR over a year. One-time backlog is the value of active one-time engagements. Each currency is shown on its own line.
You should see: You can state this month's MRR.
- 3
Read By service type
On: /pipelineBy service type shows which services bring in the most recurring revenue.
You should see: You can name the top service.
- 4
Read Top clients
On: /pipelineTop clients lists clients by revenue, with flags such as Renewal overdue, Renewal due, Paused, Rejected deliverables and Churn risk.
You should see: You can see which clients need a call, or "Nothing to chase right now."
- 5
Check asset renewals
On: /pipelineAsset renewals · 90 days lists domains, hosting and other assets that renew in the next three months.
You should see: A list of upcoming renewals.
Tips
- A client with Churn risk and a renewal due soon is the first call to make.
Troubleshooting
- "No active engagements yet"
- The page is built from engagements. Create an engagement for each client you bill (see Create an engagement for a client).
One row per shot, in the same order as the guide. Estimated length 1:51, recorded signed in as Owner. Use made-up data only. How to record
Say: Read the Revenue page. See monthly recurring revenue, one-time backlog, revenue by service and the clients that need chasing.
Hold until you see: Lesson title on screen for three seconds.
Say: Type "revenue" in Find a page… and choose Revenue.
Hold until you see: Totals for Active engagements, or "No active engagements yet".
Say: MRR is recurring revenue billing this cycle. Annual run-rate is MRR over a year. One-time backlog is the value of active one-time engagements. Each currency is shown on its own line.
Hold until you see: You can state this month's MRR.
Say: By service type shows which services bring in the most recurring revenue.
Hold until you see: You can name the top service.
Say: Top clients lists clients by revenue, with flags such as Renewal overdue, Renewal due, Paused, Rejected deliverables and Churn risk.
Hold until you see: You can see which clients need a call, or "Nothing to chase right now."
Say: Asset renewals · 90 days lists domains, hosting and other assets that renew in the next three months.
Hold until you see: A list of upcoming renewals.
Say: That is read the Revenue page. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
Related lessons
Tell Revenue from Internal, filter conversations, message a teammate and clear what needs no reply.
See leads, qualified leads and clients as columns with their value, and drag a card to advance a deal.
Use New chat to message several people at once, bring in a client by email, or send an SMS to a contact.