Revenue summary
Review paid amounts for a defined period using the agreed source records and currency treatment.
Product / Revenue analytics
See the movement behind revenue—not just a decorative total.
Bring payment activity, invoice status, recurring billing, outstanding balances, and customer concentration into an operational view built for follow-up and decisions.
Talk to our teamAvailable with setup
Analytics views depend on the completeness of the connected billing and payment records and are configured to the agreed reporting scope.
What changes for your team
01
Track collected revenue
02
Find overdue exposure
03
Review recurring movement
04
Focus follow-up
Capabilities
What the product actually does.
Outstanding balances
Separate due, overdue, and partially paid invoices to focus collection work.
Subscription movement
Review active recurring plans and status changes that affect expected revenue.
Customer concentration
Understand which customers contribute to billed and collected amounts.
Operational filtering
Narrow analysis by period, status, customer, or supported business dimension.
Accounting statements
Formal financial statements and audited revenue recognition are not represented as live product outputs.
Planned — contact supportEnd-to-end workflow
How the work moves.
01
Confirm source records
Define which invoices, payments, subscriptions, refunds, and currencies belong in the view.
02
Choose operational measures
Agree the questions the dashboard must answer and the definitions behind each measure.
03
Review exceptions
Move from summary values into overdue invoices, failed payments, or customer detail.
04
Act and reconcile
Use the view to prioritize follow-up while keeping formal accounting in its authoritative system.
Where it fits
Collections review
Identify overdue value and the underlying customers and invoices requiring action.
Recurring revenue operations
See active subscriptions and status changes that affect expected collection.
Management visibility
Provide a consistent operating picture without claiming audited financial reporting.
Questions
Before you decide.
Is this an accounting system?
No. It is an operational view of VirtusCloud billing and payment records. Formal books and statements remain in the accounting source of truth.
Can reports combine currencies?
Currency treatment must be defined explicitly. Values should not be combined without an agreed conversion source and period.
Continue exploring
Scope the right version