Revenue
Revenue operations
A SaaS finance surface for MRR, churn, retention, billing risk and upgrade prompts.
$284k
Net revenue retention remains above target.
42
Nine invoices require manual follow-up.
18
Retry emails scheduled for tomorrow.
$51k
Pipeline from account upgrades.
Billing command panel
Finance workflows need confirmation, audit context and clear destructive copy.
Upgrade prompt
Plan usage reached 82%. Show impact before asking for upgrade.
Refund dialog
State amount, recipient, invoice and whether it can be undone.
Invoice empty state
Explain what creates the first invoice and who can do it.
Customer risk table
Desktop table with mobile-friendly cards and visible row actions.
Executive view
Lifecycle, risk and owner for leadership review. Sorted by customer ascending.
| Actions | ||||||
|---|---|---|---|---|---|---|
| Atlas Cloud | Scale | Pending | Medium | Mateo Silva | ||
| Faro Retail | Team | Suspended | High | Iris Vega | ||
| Kinetic Finance | Enterprise | Active | Low | Nora Chen | ||
| Northwind Labs | Enterprise | Active | Low | Ana Lopez | ||
| Orbit Ops | Scale | Active | Medium | Theo Ruiz |
Scale · Mateo Silva
Risk level: Medium
Team · Iris Vega
Risk level: High
Enterprise · Nora Chen
Risk level: Low
Enterprise · Ana Lopez
Risk level: Low
Scale · Theo Ruiz
Risk level: Medium
Loading state
Use skeleton rows or a contained spinner when data is refreshing without hiding table structure.
Empty state
Explain what creates the first record and keep the primary Add action nearby.
No results
Keep filters visible and offer a clear path back to the saved view.
Recoverable error
State what failed, preserve current data if safe, and provide retry instead of a blank table.