Overview
Company-wide KPI snapshotInitializing data feed…
01 TOTAL MONTHLY REVENUE · accrual basis (cash-basis on B2B/B2C pages) · B2C + B2B recurring/one-time · 3Y
02 REVENUE vs EXPENSES · accrual basis (cash-basis on Expenses page) · monthly
—03 EBITDA MARGIN · accrual basis
—04 REVENUE MIX · accrual basis (cash-basis on B2B/B2C pages) · B2B vs B2C · TTM recognized
—05 SIGNALS & RISKS
Revenue pace · month-to-date vs run-rate projection vs last closed month
01 MTD PACE BY STREAM · last month · so far · projected month-end
—02 PACE INDEX · projected ÷ last month
—Recurring revenue · B2C · Stripe · subscriptions live
03 SUBSCRIBER MOVEMENT · MTD · new − churned
—04 MRR BY PLAN · current mix
—05 B2C · MONTH TO DATE · gross charges so far
—Sales pipeline · B2B · Salesforce · open pipeline & this-month closings
06 PIPELINE BY STAGE · open · total vs weighted
—07 PIPELINE COVERAGE · open ÷ quarter target
—08 CLOSED-WON BY REP · MTD
—09 DEALS CLOSED THIS MONTH · closed-won · largest first
—Product · live · Amplitude · daily engagement
10 DAILY ACTIVE USERS · last 30 days · latest marked
—11 STICKINESS · DAU ÷ MAU
—12 NEW USERS · last 30 days
—13 TOP API ENDPOINTS · by call volume · 30d
—Recognized revenue & sales stats · accrual MTD · ASC 606
14 B2B · MONTH TO DATE · closed-won + pipeline snapshot
—15 RECOGNIZED REVENUE · MTD · accrual · ASC 606
—INVESTOR NEWSLETTER
MVPS · #nailed-it
01 MEDIA CITATIONS · major outlets highlighted · investor newsletter · Jan–Jun 2026
—Bookings · closed-won at signing · Salesforce
01 MONTHLY CLOSED-WON · Salesforce · trailing 3Y
—02 QUARTERLY BOOKINGS · closed-won · trailing 3Y
—03 PIPELINE BY STAGE · new business · open
—04 WIN / LOSS
—05 SALES SCORECARD · Salesforce
06 REP LEADERBOARD · new vs renewals · 3Y
—07 TOP ACCOUNTS BY CLOSED-WON · trailing 3Y
—Revenue Recognition · accrual basis (ASC 606) · recognized over contract term, vs booked-at-signing above
01 MONTHLY RECOGNIZED REVENUE · recurring vs project · hover for deal breakdown
—02 RECOGNITION SUMMARY · ASC 606
03 ACCRUAL vs BOOKINGS · recognized (straight-line) vs booked-at-signing
—04 ACTIVE CLIENT BOOK · as of 2026-05-15
—05 RECENTLY CLOSED · new contracts · since Oct'25
—06 CONTRACT LEDGER · every contract · accrual schedule source
—Cash Basis · MRR & charges by payment date · Stripe
01 MONTHLY REVENUE · Stripe · trailing 3Y
—02 MRR BY PLAN
—03 MONTH-TO-DATE
Revenue Recognition · accrual basis (ASC 606) · M&A view · recognized over service period, vs cash above
01 RECOGNIZED REVENUE · accrual basis · Stripe · trailing 3Y
—02 RECOGNITION SUMMARY · ASC 606
03 ACCRUAL vs CASH · recognized (ratable) vs billed (cash-in)
—04 DEFERRED REVENUE BALANCE · billed − recognized · month-end · trailing 3Y
—05 INVOICE RECOGNITION LEDGER · raw data · every invoice line · accrual schedule source
—06 METHODOLOGY · how accrual revenue is computed
💰 매출 · 구독 (Stripe) · 리테일 self-serve만 (B2B 계약 매출 미포함) · 정가 기준 — 절대값은 Stripe 대시보드, 추세·분해는 이 화면
01 플랜별 유료 구독자 수 · 기간말 기준 · active+past_due
—02 MRR 추정 (플랜별, 월할 환산) · 구독의 마지막 price 기준 소급 — 과거 플랜변경 이력은 근사치
—03 PROFESSIONAL — monthly vs yearly · 결제주기별 구독자
—04 ADVANCED — monthly vs yearly · 결제주기별 구독자
—05 MRR Movements — 신규(+) vs 이탈(−) vs 순증 · 구독 생성/해지 시점의 월할 금액 · 플랜 변경 확장·축소분 미포함 · 호버에 플랜별 분해
—06 PROFESSIONAL — 플랜 이동 (들어옴 + / 나감 −, 인원) · 갱신(재결제) 제외 · 회색 선=순증감
—07 ADVANCED — 플랜 이동 (들어옴 + / 나감 −, 인원) · 갱신(재결제) 제외 · 회색 선=순증감
—08 PREMIUM 연간 결제 — 신규 vs 갱신 vs 업그레이드 진입 (현금 기준) · 인보이스 billing_reason + 라인아이템 방향 판정 · 월별 요동은 연간 결제 도래 타이밍
—09 업그레이드 진입 상세 · 하위 플랜→PREMIUM 전환 결제 · 결제액은 비례배분 실결제 · 전체 기간
—10 PREMIUM 갱신 도래 일정 · 활성 구독 · 금액 = 다음 청구 예정액 (upcoming invoice · 없으면 정가) · 해지예약 플래그
—🔥 트래픽 피라미드 (Amplitude) · 방문 → 로그인 → 유료 · PREM ≈ B2B (행동 지표 기본 제외)
11 방문자 전체 · 익명 포함, 순방문자
—12 방문 회원 · 로그인 · BASIC+유료
—13 유료 고객 방문 · PREM 제외가 헤드라인
—플랜별 기능 사용 · API · 차트 · 자산요약 · 대시보드 vs 전체 활성 · 플랜 세그먼트 (gp:plan_type)
14 PROFESSIONAL — 기능별 사용자 추이 · 순사용자 vs 전체 활성
—15 ADVANCED — 기능별 사용자 추이 · 순사용자 vs 전체 활성
—16 PREMIUM — 기능별 사용자 추이 · 순사용자 · PREM ≈ B2B
—17 플랜별 기능 침투율 · 월평균 사용자 ÷ 월간 활성 · 최근 3개 완결월 · 8개 기능 × 3플랜
—🚪 Churn · 해지율은 Stripe 이력, 행동 결합은 Amplitude 퍼널 · 월별 비율만 — 인원수 합산 금지