Customer Detail

The Customer Detail page provides a complete view of an individual customer's journey with your business. Access it by clicking any customer in the Customers list or from links in reports like the MRR detail table.

Overview

Customer detail page

The Customer Detail page includes:

Customer header - Name, email, status, and key identifiers
Summary metrics - Current MRR, lifetime value, and tenure
MRR timeline - Visual history of this customer's MRR over time
MRR movements - List of all revenue changes for this customer
Transactions - Invoice and payment history
Metadata - Custom fields imported from your billing source

Customer header

The header displays essential customer information:

Field	Description
Name	Customer name or company name
Email	Primary email address
Status	Current status: Lead, Trial, Active, Past Due, or Canceled
Customer ID	The unique identifier from your billing source
Created	When the customer was first created
Country	Geographic location (if available)

Summary metrics

Key metrics for this customer are displayed prominently:

Metric	Description
Current MRR	Monthly recurring revenue from this customer right now
Lifetime Revenue	Total revenue received from this customer
LTV	Calculated lifetime value based on revenue and tenure
Tenure	How long this customer has been paying
First Payment	Date of their first successful payment
Last Payment	Date of their most recent payment

MRR timeline

The timeline chart shows how this customer's MRR has changed over time:

Customer MRR timeline

X-axis - Time from first revenue to present
Y-axis - MRR value
Step changes - Each change in the line represents an MRR movement

Hover over the chart to see exact MRR values at any point in time. The chart helps you quickly visualize:

When upgrades or downgrades occurred
Periods of stable revenue
Trial to paid conversion
When churn happened (if applicable)

MRR movements

The MRR movements table lists every change in this customer's recurring revenue:

Column	Description
Date	When the movement occurred
Type	New, Expansion, Contraction, Reactivation, or Churn
Description	Details about what changed (plan names, quantities)
MRR Change	The dollar amount of the change
New MRR	The customer's MRR after this movement

Movement types

Type	Meaning
New	First recurring revenue from this customer
Expansion	Increase in MRR (upgrade, add seats, etc.)
Contraction	Decrease in MRR (downgrade, remove seats, etc.)
Reactivation	Customer returned after previously churning
Churn	All recurring revenue from this customer ended

Transactions

The transactions section shows invoice and payment history:

Customer transactions

Column	Description
Date	Invoice or payment date
Type	Invoice, Payment, Refund, or Credit
Description	Line items or payment details
Amount	Transaction amount
Status	Paid, Pending, Failed, or Refunded
Invoice ID	Link to the invoice in your billing source

This section helps you:

Verify payment history
Investigate billing issues
Understand what the customer was charged for

Metadata

Custom fields imported from your billing source appear in the Metadata section:

Example Fields	Description
Subscription ID	The subscription identifier
Plan	Current plan name
Billing Interval	Monthly, annual, etc.
Payment Method	Card type, ACH, etc.
Custom Fields	Any metadata you store on the customer

This data can include:

Industry or company size (if captured)
Account manager or sales rep
Tags or segments you've applied
Any other custom attributes

From the Customer Detail page, you can:

Click movement rows - See the underlying invoice that caused the change
Click transaction IDs - Open the invoice in your billing source (if supported)
Use breadcrumbs - Navigate back to the Customers list or previous report

Use cases

Understanding a high-value customer

Review the MRR timeline and movements to see:

What plan they started on
When and why they upgraded
How their value has grown over time

Investigating a churn

For a churned customer:

Look at movements before the churn for warning signs (contractions)
Check transactions for payment failures
Review tenure to understand how long they stayed

Preparing for a customer call

Before speaking with a customer:

Review their current MRR and plan
Check their recent transactions for any issues
Note their tenure and lifetime value

Troubleshooting billing issues

If a customer reports a problem:

Check their transaction history for recent charges
Verify their current subscription status
Look for failed payments or refunds

Customers list - Browse all customers
MRR report - Aggregate MRR analysis
MRR Movements - All movement types explained