What This Update Is About

The Revenue Intelligence Dashboard helps you understand how revenue, cost, margin, renewals, and risk work together across your customers.

This update introduces a clearer way to:

• Track revenue trends

• See profitability, not just totals

• Identify growth, decline, and churn risk early

• Take action at the account level

👉 Learn more about Revenue Intelligence Here

👉 Learn more about Revenue Intelligence Sub-accounts

👉 Learn more about Revenue Intelligence Churn Analysis

What’s New

• 📊 Clear revenue and profit visibility
  See your total revenue, cost, and margin across all sub-accounts in one place. Quickly understand what’s growing, what’s slowing down, and where profit is coming from without digging into reports.

• 🧠 Built-in growth and risk signals
  Easily spot growing accounts, plan upgrades, and upcoming renewals, while also catching early warning signs like declining spend, downgrades, failed payments, and low wallet balances.

• 🔍 Account-level revenue insights
  Click into any account to see how revenue and costs break down by product, review wallet activity, payment history, and track plan changes over time.

• 📉 Clear churn insights
  Understand churn trends, see which plans are most affected, and identify patterns that can help reduce cancellations and improve retention.

• 🔄 Turn insights into action
  Filter and tag accounts based on revenue signals, trigger GoHighLevel workflows, request feedback, or export data when deeper review is needed.
  

  

• 🌍 Works with your existing payments setup
  Revenue tracking and retention signals work regardless of your payment provider, so you can monitor performance and act on risk without changing your billing system.
  

Why This Matters

• 💡 See the full picture in one place
  Understand revenue, cost, margin, and churn together without juggling spreadsheets or jumping between tools.

• 🚨 Stay ahead of risk, not behind it
  Built-in signals help you spot issues early so you can step in before revenue is lost or customers disengage.

• ⏱️ Spend time where it matters most
  Automation and bulk actions reduce manual work, allowing your team to focus on high-impact customer conversations.

Check how Revenue Intelligence will work for you:

👉 https://docs.gocsm.com/en/articles/4978502

Need help setting up your Revenue Intelligence?

💬 Reach out or submit a ticket through our Chat Widget — we're here to help!

What’s next?

🔥 Workflow Triggers - Use workflow triggers for important events such as customer churned, payment failure, upcoming annual renewal, etc., to build your own customer retention workflows.