We’ve rolled out major improvements to help you track payments, renewals, and customer spend more effectively inside GoCSM.

Billing + Subscriptions Pipeline Enhancements

Opportunities in your Billing + Subscriptions Pipeline now show:

• Opportunity Value = Total Amount Spent by the customer

• Last Payment Amount

• Last Payment Date

• Next Payment Date

These updates give your team full visibility into each customer’s billing history and upcoming payments — all from the pipeline view.

New Revenue Dashboard Analytics

We’ve added a brand-new Revenue Dashboard packed with key metrics to give you a complete overview of your subscription and payment performance:

• Upcoming Payments This Week

  Line chart showing expected payments for the current week.

• Upcoming Payments Next Week

  Line chart forecasting payments for the following week.

• Payments Captured This Month

  Daily breakdown of total payments successfully captured this month.

• Payments Captured by Amount This Month

  Visualizes captured payments by amount for quick comparison.

• Renewed vs Churned This Month

  Compare how many subscriptions renewed vs. canceled for the current month.

• Top Spenders

  See your highest-spending customers based on total amount spent.

• Lost Spenders Value This Month

  List of customers who churned or canceled this month, sorted by their total spend value.

Why This Matters

• Full Visibility on Revenue & Churn

• Proactively Manage Renewals & Recover Lost Revenue

• Empower Your Sales & CSM Teams with Better Data

These updates are now live inside your GoCSM Dashboard and Pipelines.