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Revenue Reports

Ryan Lysa avatar
Written by Ryan Lysa
Updated today

Revenue Reports

Comprehensive financial reporting and analysis.

Revenue Overview

Key Metrics

  • Gross Revenue: Total subscription charges

  • Net Revenue: After Stripe + Preppable fees

  • Average Order Value: Revenue ÷ number of orders

  • Revenue Per Subscriber: Monthly revenue ÷ active subscribers

Time Periods

View revenue by:

  • Today: Real-time updates

  • This Week: Monday - Sunday

  • This Month: Calendar month

  • This Year: Year-to-date

  • Custom Range: Any date range

Revenue Breakdown

By Plan Type

See which plans generate most revenue:

  • Weekly Plan ($X) - 60% of revenue

  • Monthly Plan ($Y) - 40% of revenue

By Fulfillment Method

  • Pickup: Lower cost, higher margin

  • Delivery: Higher revenue, delivery fees

By Customer

Top revenue generators:

  1. Customer A: $500/month

  2. Customer B: $450/month

  3. Customer C: $400/month

Fee Analysis

Stripe Fees

  • Processing Fees: 2.9% + $0.30 per transaction

  • Total Collected: Monthly sum

  • As % of Revenue: Typically 3-4%

Preppable Fees

  • Platform Fee: Based on tier (10%, 7.5%, or 5%)

  • Total Collected: Monthly sum

  • Tier Savings: Amount saved vs previous tier

Net Margin

Formula: (Net Revenue / Gross Revenue × 100)

Example:

  • Gross: $10,000

  • Stripe fees: -$340

  • Preppable fees: -$750 (7.5%)

  • Net: $8,910

  • Margin: 89.1%

Revenue Trends

Month-over-Month

Compare current month vs previous:

  • Growth: $8,000 → $10,000 = +25%

  • Decline: $10,000 → $8,500 = -15%

Year-over-Year

Compare same month last year:

  • January 2024: $5,000

  • January 2025: $10,000

  • Growth: +100%

Seasonal Patterns

Identify trends:

  • Summer slowdown

  • Holiday boost

  • New Year resolution surge

Forecasting

Projected Revenue

Based on current subscribers and plans:

  • Next Month: $10,500 (assuming no changes)

  • Next Quarter: $31,500

  • Next Year: $126,000

Growth Scenarios

Model different growth rates:

  • Conservative (5% monthly): $132,000/year

  • Moderate (10% monthly): $189,000/year

  • Aggressive (20% monthly): $378,000/year

Exporting Reports

  1. Go to Reports → Revenue

  2. Select date range

  3. Choose format:

    • PDF: Formatted report

    • CSV: Raw data

    • Excel: With charts

  4. Click Export

Use for:

  • Tax preparation

  • Loan applications

  • Investor updates

  • Business planning

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