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Revenue reporting gives you a clear view of the money flowing through your HoopAI account — from one-time payments and invoice collections to subscription MRR, upgrades, downgrades, and churn. Understanding your revenue trends helps you forecast accurately, identify at-risk subscriptions, and evaluate the financial impact of your marketing efforts.

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Where to find revenue data

Revenue metrics appear in two places depending on what you need to measure:
  • Reporting → Revenue — transaction-level data covering invoices, payments, and order form completions tied to contacts and opportunities in your CRM.
  • Dashboard → SaaS Analytics — subscription-focused MRR metrics for businesses running subscription or retainer-based billing through HoopAI.

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Payment and invoice reporting

The revenue report provides a transaction-level breakdown of all payments processed through HoopAI, including order forms, invoices, and recurring subscription charges.

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Key metrics

Total revenue

Sum of all payments collected in the selected date range across all payment sources.

Number of transactions

Count of individual payment events, including one-time purchases and subscription charges.

Average transaction value

Total revenue divided by the number of transactions, useful for spotting shifts in product mix or pricing.

Refunds and disputes

Total value of refunded payments and open disputes that reduce net revenue.

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Filtering options

Filter payment data by:
  • Date range — daily, weekly, monthly, or custom periods
  • Payment source — order forms, invoices, or subscriptions
  • Contact or opportunity — drill down to revenue tied to a specific deal or customer
  • Payment status — paid, pending, failed, or refunded

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Subscription and MRR reporting

For businesses running subscription billing through HoopAI, the SaaS Analytics dashboard tracks the full lifecycle of recurring revenue:
MRR componentDefinition
Total MRRSum of all active subscription charges normalized to a monthly amount
New MRRRevenue from first-time paid subscriptions or trial conversions in the period
Expansion MRRAdditional revenue from upgrades or add-ons on existing subscriptions
Contraction MRRRevenue lost from downgrades or reductions in recurring charges
Churned MRRRevenue lost from cancellations or lapsed subscriptions
Reactivation MRRRevenue recovered from previously cancelled subscriptions that restarted
Net MRR change = New MRR + Expansion MRR − Contraction MRR − Churned MRR + Reactivation MRR.
MRR calculations in HoopAI use only revenue processed through native payment integrations. Payments recorded outside the platform (for example, via manual bank transfers or third-party invoicing tools) are not included in MRR totals.
The revenue dashboard displays trends over time so you can spot patterns, seasonal variations, and growth trajectories:
  • Monthly revenue bar chart — total collected revenue by month, useful for identifying high and low periods.
  • MRR trend line — running total of monthly recurring revenue over time, showing growth or contraction.
  • Churn rate — percentage of MRR lost in a given period relative to the MRR at the start of the period. A churn rate consistently above 5% per month warrants immediate attention.
  • Annual Recurring Revenue (ARR) — calculated as MRR × 12, useful for annualized financial planning.
Compare your New MRR and Churned MRR side by side each month. If Churned MRR is consistently approaching or exceeding New MRR, net growth is stalling even if total new sign-ups look healthy.

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Connecting revenue to contacts and opportunities

Every payment in HoopAI is linked to a contact record, which means you can trace revenue back to its original source through attribution data:
  1. Open a contact record and navigate to the Payments tab to see their full transaction history.
  2. In the Opportunities pipeline, attach a monetary value to each opportunity stage to estimate projected revenue from your current pipeline.
  3. Use custom reports to build a view that joins opportunity close dates, deal values, and payment records to reconcile projected versus collected revenue.

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Exporting revenue data

Revenue reports can be exported as CSV files for use in external accounting, forecasting, or finance tools:
  1. Navigate to Reporting → Revenue.
  2. Apply your desired date range and filters.
  3. Click Export to download the filtered dataset.
The export includes transaction date, contact name, payment amount, payment method, status, and the associated product or subscription plan.

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Frequently asked questions

HoopAI revenue figures reflect payments recorded within the platform. Refunds, disputed charges, or payments processed directly through your payment processor without going through a HoopAI order form or invoice may not be included. Always reconcile against your payment processor’s reports for accounting purposes.
Yes. If you use separate order forms or invoice line items for different products, you can filter the revenue report by the source form or product name. For more granular breakdowns, build a custom report grouped by product.
Use attribution reporting alongside revenue data. If contacts from a specific campaign also generated payments, you can filter your contact list by UTM campaign and cross-reference their payment history to calculate campaign-driven revenue.
ARR is displayed in the SaaS Analytics dashboard as a derived figure (MRR × 12). It is a forward-looking estimate based on current active subscriptions, not a sum of historical payments.
Last modified on March 5, 2026