Revenue overview

- Total revenue — net revenue over the selected period, with the change against the previous period.
- Recurring revenue — revenue from recurring products.
- Non-recurring revenue — revenue from one-off charges.
GET /insights/revenue returns this month, last month, and annualised figures for net, fixed, and metered revenue, with the one-off portion of each broken out; GET /insights/revenue/over-time returns the series for a date_range. See Get net revenue summary.
Invoices overview

paid, issued, draft, void, and the rest of the invoice statuses.
API: GET /insights/billings/over-time returns billed amounts for a date_range; GET /invoices with status and date filters gives the underlying invoices. See Get billings over time.
Top customers

GET /insights/revenue/by-customer and GET /insights/billings/by-customer return the top customers with primary_amount (this period) and comparison_amount (previous period), plus an aggregate for everyone else.
Revenue attribution

product_type (fixed or metered), earnings, and growth.
API: GET /insights/revenue/by-product and GET /insights/billings/by-product, both scoped to a customer_id.
Accounts receivable
Revenue Insights → Accounts Receivables and Invoices → A/R Aging show open balances bucketed by days past due —current, 1–30, 31–60, 61–90, 90+ — in total and per customer.
API: GET /insights/ar-aging and GET /insights/ar-aging/by-customer. Field-by-field description on Collections.
Customer metrics
GET /insights/customers returns active, new, churned, and reactivated customer counts for this period and the previous one; GET /insights/customers/over-time returns the series. GET /insights/revenue/breakdown-over-time splits each period’s revenue into new_revenue, expansion_revenue, existing_revenue, contraction_revenue, and churn_revenue.
Insights API reference
All endpoints areGET, return JSON in the organization’s base currency, and have no side effects.
date_range is one of this_month, last_month, two_months_ago, this_quarter, last_quarter, two_quarters_ago, this_year, last_year, last_twelve_months, all_time. Generated reference pages start at Get net revenue summary.
Next steps
Revenue Recognition
Deferred and recognised revenue schedules.
Data Exports
Pull the underlying records.