We understand your revenue and finance data. With this understanding, we empower you with actionable, precise reports, insights, and dashboards featuring key SaaS KPIs, covering everything from revenue and collections to financial reports such as deferred revenue. Core8 creates various dashboards to enable different visualizations, each designed to better address specific revenue and finance questions. Data in every dashboard can be filtered and sorted to meet your unique needs. The supported dashboards are:
  • Revenue: Comprehensive revenue data, including MRR and MRR changes such as Net New MRR, Expansion MRR, MRR Churn, and Bookings.
  • Customers: The goal of the Customer Insights Dashboard is to help you focus on customers who require immediate attention. This dashboard provides a detailed overview of crucial customer-related metrics and insights, including AI-generated risk and attention indicators, usage versus payment insights, customer stage, revenue, collection summary.
  • Collection: Core8 fully automates your entire quote-to-cash process. The goal of this dashboard is to enable relevant personnel to track and ensure revenue collection is fully optimized. This dashboard displays all expected payments for a specific time frame, detailing each payment, including the amount due, invoice status, and payment status. It also provides options to perform various actions such as invoice modification, approval, and sending payment reminders to customers (if not in fully automated mode).