Bills & Receipts
Every bill, receipt and renewal in one place, before it's due
Revenue Dashboard: Revenue in one place, and MRR explained every month
Free to start · Invites go out in batches
- The month-end MRR spreadsheet
- Revenue tools like Baremetrics or ChartMogul
- Reading the Stripe dashboard
What's included
3 lists of records, 3 automations and 1 document. Every automation works from the records you keep here, so a change made once is the one they all see.
Your records
Every list as your copy starts it: its fields, and sample records you can clear in one go.
| Name | State | Plan | Monthly Amount | |
|---|---|---|---|---|
Alder & Finch | Churned | Pro | $49 | accounts@alderfinch.example |
Meridian Software | Active | Team | $99 | billing@meridian.example |
Pinecrest Dental | Active | Team | $99 | office@pinecrestdental.example |
Solstice Energy | Churned | Business | $499 | ingrid@solstice.example |
Northwind Trading | Active | Business | $499 | ap@northwind.example |
Orbit Coffee Roasters | Active | Pro | $49 | mo@orbitcoffee.example |
- Lifetime Value, Rollup
- Started On, Date
- Ended On, Date
- External Id, Text
| Description | Customer | Amount | Product | Status |
|---|---|---|---|---|
Pro plan: monthly | Alder & Finch | $49.00 | Pro | Succeeded |
Pro plan: monthly | Alder & Finch | $49.00 | Pro | Succeeded |
Pro plan: monthly | Alder & Finch | $49.00 | Pro | Succeeded |
Pro plan: monthly | Alder & Finch | $49.00 | Pro | Succeeded |
Team plan: monthly | Meridian Software | $99.00 | Team | Succeeded |
Team plan: monthly | Meridian Software | $99.00 | Team | Succeeded |
- Charged At, Date
- External Id, Text
| Taken On | Mrr | Active Customers | Note |
|---|---|---|---|
11 months ago | $746 | 4 | First reading. |
10 months ago | $1,245 | 5 | New: Northwind Trading. |
9 months ago | $1,294 | 6 | New: Orbit Coffee Roasters. |
8 months ago | $1,343 | 7 | New: Harborview Legal. |
7 months ago | $1,343 | 7 | No change in customers. |
6 months ago | $1,891 | 9 | New: Copperline Studio, Ridgeline Outdoors. |
What runs on its own
Every automation that starts by itself installs switched off.
Monthly MRR snapshot
Runs on its ownOn the first of each month, records your MRR and paying customers, and tells you what moved since last month and who explains it.
Pull charges from Stripe
Runs on its ownEach morning, brings in your latest 100 Stripe payments that aren't here yet, refunds included, ties each to its customer and tells you about a payment that just failed. Add a Stripe key, choose it on the first step, then switch this on. Uses no AI.
Track payment problems
Runs on its ownKeeps each customer's standing in step with their latest payment: Past due when it failed, Active again when one goes through. Tells you when a payment you add here failed in the last 3 days.
Documents to run it by
- Guide
How Revenue Dashboard works
What each number means, what runs for you, what it never does, and your first week.
Set up in 5 steps
Revenue Dashboard shows how your business is doing in one place: MRR month by month, revenue by plan, which customers carry the business, and the payments that need a look. It arrives with sample data so you can see it working. These steps make it yours.
Learn how it works
What each number means, what runs for you, and a routine for your first week.
Add your customers
Who pays you, on what plan, and how much a month. Bring a spreadsheet or an export if you have one.
Connect Stripe
If you're paid through Stripe, add a key that can read charges. Then choose it on the Pull charges from Stripe automation's first step and switch that on.
Bring in your payments
Your last few months of payments, so the charts show your own revenue.
Turn it on
Switch on the monthly MRR reading and payment alerts.
Before and after
Log charges by hand or import them from Stripe each morning, and see revenue by month, by product and by customer. On the 1st of each month, Cheqq takes an MRR reading from your customers' monthly amounts and tells you what moved, by name.
Today
Revenue lives in the Stripe dashboard, which answers Stripe's questions. For yours, like how much came from the Business plan last month, who has paid you most, or whether MRR really went up, you export charges to a spreadsheet and rebuild the same formulas every month.
MRR gets worked out at month end from memory: add up who's paying, take off who left. The number has no notes attached, so three months later nobody can say why it dipped in March, or that a failing card on one account was half the drop.
With Revenue Dashboard
Charges come in two ways. Log them by hand or by telling Cheqq, or add your Stripe secret key and switch on the import: every morning at 6 it reads up to your latest 100 Stripe payments and refunds and adds the ones it doesn't have yet, so nothing is counted twice. It uses no AI, and the first import fills in your recent history without a stream of alerts. Each charge keeps its customer and whether it went through, failed or was disputed, and what it was for when Stripe carries a product, a plan or a useful description. A refund is its own entry, so revenue is never overstated.
The Revenue Overview shows revenue by month and by product, the latest charges, MRR over time, and each customer's lifetime value, added up from their charges. Customers sit on a board by state: trialing, active, past due or churned. Each customer's standing follows their latest payment: when it fails, they're marked Past due and you're told, and when a later one goes through they're set back to Active.
On the 1st of each month at 8, Cheqq adds up the monthly amount of every customer marked Active or Past due, saves it as that month's MRR with a note on what changed, and sends you the figure: the change on last month, in money and as a percentage, and the one or two customers who explain most of it. It lists the customers it counted, so the number comes with its definition.
How it works
Get the charges in
Log them as they happen, or add your Stripe secret key and switch on the import: every morning at 6 it brings in up to your latest 100 Stripe payments and refunds, skipping any it already has, with no AI. The first import fills in your recent history quietly.
See where it comes from
Revenue by month, by product where Stripe names one, and by customer, with lifetime value rolling up per account. Each customer's standing follows their latest payment: Past due when it failed, Active again when one goes through.
MRR gets a monthly reading
On the first of the month it takes a snapshot and says what moved — which customers were added, which churned, and what explains the number.
What it replaces
The month-end MRR spreadsheet
MRR is read on the 1st, saved with a note on what moved, and kept as a line you can look back along.
Revenue tools like Baremetrics or ChartMogul
If you want revenue by month and product and a monthly MRR reading, and you're happy to keep each customer's monthly amount yourself, this does it without another subscription.
Reading the Stripe dashboard
Your charges sit beside your customers, ready to group by month, product or customer, or to question in plain words.
Change it by asking
Once it's yours, describe a change the way you'd ask a colleague, and Cheqq makes it.
- Why did MRR drop in March?
- Log a $499 Business charge for Northwind Trading today
- Which customers have paid us most in the last six months?
- Show amounts in pounds instead of dollars
- Send the MRR reading to my co-founder too
Questions about Revenue Dashboard
Where do the numbers come from?
From the charges on your list, logged by you or imported from Stripe. Getting started on its Home walks you through it: add your customers and what they pay, then connect Stripe or bring in your last few months of payments.
What does it take from Stripe?
Payments and refunds. At 6 each morning it asks Stripe for your 100 most recent charges and adds the new ones, with no AI: the amount, when it was made, its status and the customer, found or added by their Stripe id or email, plus what it was for when Stripe records a product, a plan or a description. A refund comes in as its own entry. The first run brings in your recent history quietly, and older history comes in from a Stripe payments export. It only reads, so nothing in Stripe is changed.
How is MRR worked out?
From the monthly amount on each customer. On the 1st, Cheqq adds up the monthly amount of every customer marked Active or Past due and lists who it counted. The Stripe import brings in charges, not plans, so keep each customer's monthly amount and state current, or ask Cheqq to when someone upgrades or leaves.
Is it accounting software?
No. It's a view of your revenue for running the business: charges, customers and a monthly MRR reading. It doesn't do bookkeeping, tax or revenue recognition, and its revenue counts payments that went through, minus refunds, while failed and disputed ones stay on the list without being counted. Keep your accountant and accounting software for the books.
Does it work for a team?
Yes. Invite a co-founder or your bookkeeper to see the same dashboard. The MRR reading goes to whoever installed it; ask Cheqq to send it to others as well.
Can I get the data out?
Yes. Download charges, customers or MRR readings as CSV or JSON, filtered to the months you need.
What does it cost to run?
None of its 38 automation steps calls a model, so running it draws no AI credits. Asking Cheqq to do something does, like any chat.
More for Finance
Invoices & Payments
What you're owed, invoiced and chased once you say yes
Start with Revenue Dashboard
You get your own copy: your own records and automations. Change any part of it. Or we'll set it up with you.
Free to start · Invites go out in batches