Revenue Dashboard
Review monthly expected subscription revenue, invoiced totals, collections, dues, expiries and top ad sources.
What this feature does
Review monthly expected subscription revenue, invoiced totals, collections, dues, expiries and top ad sources.
Why it matters
Revenue Dashboard reduces the gap between a social conversation and the structured business record required for reliable sales, service and reporting.
How to use it
Open the relevant client conversation, select the revenue dashboard area in BDSocialLead, enter only verified information and save the record.
Recommended workflow
Keep one source of truth, update the record immediately after meaningful customer activity, and use follow-up dates instead of relying on memory.
Practical next step: Open one real customer conversation and apply this workflow before expanding it to the rest of your database.