Revenue Dashboard

Track revenue across multiple Stripe accounts with automated daily reports, goal tracking, and anomaly alerts. Use when checking revenue, running nightly reviews, comparing periods, tracking MRR/ARR, detecting revenue anomalies, or answering any revenue or sales performance question. Triggers on revenue, Stripe metrics, MRR, ARR, daily review, sales numbers, growth rate, churn, or financial 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