📈 GoCSM Revenue Intelligence Overview – See your portfolio at a glance

February 2nd, 2026

The Overview tab puts all your revenue and cost data in one view so you can instantly understand how your business is performing.

🧮 Financial Overview – Interactive line chart showing revenue, cost and margin over time with daily/weekly/monthly granularity.
🧾 Revenue by SaaS Plan – Bar chart ranking each SaaS plan (Your Agency Plans in the SaaS Configurator V1/V2) by accounts and gross profit so you can see which tiers drive your revenue.
🧩 Revenue by add‑ons & re‑billing – Breakdown of SaaS subscriptions, add‑on subscriptions and usage‑based wallet items (e.g., SMS) with cost vs margin bars.
🔎 Adjust your view – Filter the entire Overview by plan or date range to compare month‑over‑month performance or zoom into specific segments. Expand categories to see individual add‑on or usage items for deeper insights.

🔍 Instant visibility – Leaders can quickly gauge portfolio health without opening a spreadsheet or running a report.
🎯 Focus your efforts – Identify which plans and products produce the most profit so you can double down on what’s working.
📊 Data‑driven strategy – Track how revenue and cost structure change over time to inform pricing and investment decisions.

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