EIL Revenue Tab User Guide

What happens automatically

• Revenue figures come from Invoiced, our billing system. No manual revenue entry is needed.

• The dashboard reads each client’s paid invoices and matches them to the client record by email address.

• Data refreshes automatically in the background. Check the “Updated” label on a card to see how recent the data is.

If a client’s billing email differs from the email on file, their revenue may not be matched. The Data coverage card helps identify these gaps.

Choose a time period

The buttons at the top of the page set the period for the summary cards, charts, and mentor table.

The growth and retention cards use their own comparison periods and are not affected by these buttons.

What the summary cards mean

• Total portfolio revenue: the sum of all paid invoices for your clients in the chosen period.
• Average per client: total revenue divided by the number of clients with revenue.
• Data coverage: clients with matched revenue out of all clients, for example 120/140.

Data coverage shows “Good coverage” at 80% or more and “Low coverage” below 80%. If coverage is low, treat the totals as incomplete.

Growth and retention

These cards compare revenue against earlier periods. They do not change when you select a different period using the buttons.

• Top-line growth (YoY): revenue compared with the same period last year. Green means ahead; amber means behind. If there is nothing to compare against, it reads “Not enough prior-year data yet.”
• MRR: monthly recurring revenue, with the percentage change versus last month.
• Net revenue retention: the percentage of last period’s revenue retained after upgrades and downgrades. 100% or more is healthy. The note underneath says whether expansion (clients spending more) or contraction (clients spending less) is greater.

What the charts show

• Revenue by program tier: how total revenue splits across program levels. The donut shows the total in the middle.
• Clients by revenue band: how many clients fall into each spending range: Under $20K, $20K–$50K, $50K–$100K, $100K–$200K, and $200K+.

Hover over a slice to see its exact value.

What the mentor table shows

Below the charts, a table lists every mentor with their revenue.

Search, sort, and change pages

• Search: type a mentor’s name in the search box. Results update after a short pause.
• Sort: click the Mentor, Avg, or Total revenue column heading. Click again to reverse the order. The table starts sorted by Total revenue, highest first.
• Pages: use Back, Next, or the page numbers under the table.
• Rows per page: use this control in the top-right corner of the table to change how many mentors appear at once.

See details for one mentor

1. Find the mentor in the table.
2. Click the menu button at the end of their row and choose the option to view details.
3. The mentor page keeps the period you had selected.

The mentor page shows the same three cards (Total revenue, Average per client, and Data coverage) and the same two charts, but only for that mentor’s clients.

Below them is a list of every client with their name, company, program level, and revenue for the period. Use the search box to find a client by name or company.

The period buttons also work on the mentor page, so you can compare YTD with last year for one mentor. Use Back to Revenue at the top to return.

FAQ'S

Why is a client’s revenue blank?

No paid Invoiced invoices were matched to them in this period, or their billing email does not match our records.

Why don’t the totals match another report?

This tab counts paid invoices only, for the selected period. A report using a different period or including unpaid invoices will differ.

Why can’t I see this tab?

The company-wide Revenue view is available to admin-level roles. Ask an admin to check your access.

What if the numbers look out of date?

Data refreshes automatically. Check the “Updated” label on the chart cards, and contact the team if it looks stuck.