Revenue KPI

What it does

Behaviours, not fields. Choosing between two modules is choosing between these.

Recomputes on read. There is no stored figure to go stale, and no refresh button to forget.

Every tile carries a comparison, because a number without one is decoration.

An empty source shows a dash rather than a zero — they mean different things and confusing them costs a decision.

Four tiles is the practical maximum, and that is a feature. A board of fifteen has no key indicators on it.

How it works

1
Each tile names a source module and an aggregation — sum of Payments, count of Orders.
2
It recomputes on read, so there is no stored value to go stale.
3
The comparison runs the same aggregation over the previous period of equal length.
4
A tile whose source has no rows shows a dash rather than a zero. They mean different things.

Best for

The top of a dashboard, answering "is this going well".

Not the right choice for

Anything needing more than a glance.

What a row holds

Every field, and what the agent listens for to fill it — which is the difference between a page you type into and one that fills itself.

Field	Type	Filled from
Metricrequired	text	Named once when the tile is created, then left alone.
Valuerequired	money	Aggregated from the source module on read, not written by anybody.
vs last month	text	The same aggregation over the previous period, expressed as a change.A number with no comparison is decoration. This field is the content.

What it does not do

A module chosen for something it cannot do costs more than one that was never offered.

Four tiles is the practical maximum. It is a glance, and the discipline is subtractive — a KPI page with fifteen tiles has no KPIs on it.
Aggregations are count, sum and average only. Anything conditional needs a Segment first.
No thresholds and no alerting. It shows a number; it will not tell you the number is bad.
The comparison assumes periods of equal length, so a partial current month always looks worse than it is.

Before it works

What you have to provide, if anything.

Needs at least one other module with data in it — this one aggregates, it does not collect.
Pointing a tile at an empty module is the most common way to end up with a board of dashes.

In practice

An owner who used to ask the bookkeeper for figures once a month.

“I want revenue, what is outstanding, average order and new customers. Nothing else.”

What was said to the agent

What the agent built

Four tiles aggregating Payments, Invoices and Orders, each against the previous month.

What changed

Revenue up twelve percent with outstanding down thirty-one was the pair that mattered, and it was visible on a Tuesday rather than three weeks after the month closed.

Better with

These do a different job on the same data. An agent can have all of them.

CashflowLive

Income arrives unevenly, costs do not, and someone needs to see a shortfall before they are in it.

InvoicesLive

The agent bills clients or is billed by suppliers, and someone needs to see what is unpaid without opening the accounting tool.

OrdersLive

Things are sold and then have to be prepared, shipped or collected, and several are in flight at once.

Who uses this page

Sales team

Qualifies inbound around the clock and hands your reps a lead with the answers already in it.

Questions

What data does the Revenue KPI page use?

It reads transaction records the agent has collected. Headline financial metrics. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a kpi the wrong choice?

Anything needing more than a glance. It is best for: the top of a dashboard, answering "is this going well".

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.