Dashboard
Next 90 days
Expiring soon
Renewal value by month
Regions & teams
| Region / person | Territory | Customers | Paid | On trial | Revenue / yr | Due in 30 days | Expired |
|---|
Plans compared
Click a plan to see it on its own| Plan | Active | Renew in 30 days | Expired | Cancelled | Avg price | Revenue / yr | Share of active |
|---|
New paid customers by month
By bunk register date, last 12 monthsWhere they stand today
Payments collected by month
Recorded renewals and conversionsRenewals coming up
Value due, next 6 monthsNew trial sign-ups by month
Last 12 monthsTrials ending in the next 14 days
Trial outcomes, last 90 days
Converted to which plan
Last 12 months| Account ID | Customer | Package | Plan | Price | Renewal date | Days left | Status | Account manager |
|---|
Plans
A plan decides how long a subscription runs before it needs renewing. Lifetime is a one-time price, then a yearly AMC due every “Length in days”.
| Plan name | Length in days |
|---|
Packages and prices
Prices fill in automatically when you add a customer or renew. Changing a price here doesn’t change what existing customers pay. Removed packages are archived so past records stay intact.
Company and currency
No unsaved changes.
Fields on the customer form
Fields appear on the form in this order. Hidden fields keep any values already saved. Built-in fields can be renamed or hidden but not deleted; Bunk name and Plan are always shown. Removing a field you added hides it everywhere, but saved values come back if you add a field with the same name again. Mandatory fields apply to the Add customer form and to CSV imports; website sign-ups and API keys aren’t blocked by them.
| Order | Field name | Type | Choices / default | Show | Mandatory |
|---|
No unsaved changes.
People
Super admins can do everything, including managing users and integrations. Changing someone’s role or password signs them out everywhere. Use Permissions to give one person more or less than their role.
| Person | Role | Territory | Last sign-in |
|---|
Add a person
What each role can do
Super admins always have every permission. Turning off “View” hides that whole section for the role. These rules are enforced by the server, including for API keys.
Add a role
No unsaved changes.
Regions
A region is a group of states. Give someone a region as their territory and they see every customer whose State is in it. Change the states here and everyone with that region follows automatically.