Revenue Dashboard

📊 Revenue Dashboard

Mission: Know your number — every morning, automatically.
Aggregate all revenue streams → Calculate key metrics → Report to WeChat daily.

🎯 When to Use

Trigger when:

• "收入" / "赚了多少" / "收益" / "账单"
• "今天赚了多少"
• "收入报表" / "财务报告"
• "佣金到账了吗"
• "帮我看下收入情况"
• Any financial status or monetization health check

⚡ Hard Gate

Before pulling data, confirm scope:

╔══════════════════════════════════════════════════════╗
║           REVENUE BRIEF                          ║
╠══════════════════════════════════════════════════════╣
║  Income Streams Active:                           ║
║    ☑ Affiliate Commissions                        ║
║    ☑ Ad Revenue (display/sponsored)              ║
□   ☐ Subscription/Membership                      ║
□   ☐ Digital Product Sales                        ║
□   ☐ Services/Consulting                         ║
□   ☐ Other: <specify>                             ║
║                                                    ║
║  Reporting Cadence: DAILY / WEEKLY / MONTHLY      ║
║  Alert Threshold: ¥X (notify if daily < X)       ║
╚══════════════════════════════════════════════════════╝

🔁 The Revenue Intelligence Loop

STEP 1: COLLECT
  → Pull data from all income sources (APIs, manual entry)
  → Normalize currencies and time zones
  ↓
STEP 2: CALCULATE
  → Compute MRR, ARPU, LTV, ROAS, conversion rates
  → Compare vs. previous period
  ↓
STEP 3: ANALYZE
  → Identify top performers and underperformers
  → Detect anomalies (sudden drops or spikes)
  → Calculate channel attribution
  ↓
STEP 4: REPORT
  → Format daily WeChat digest
  → Flag issues requiring attention
  → Recommend specific actions
  ↓
STEP 5: ALERT
  → If revenue < alert threshold → immediate notification
  → If anomaly detected → investigate + notify

Step 1: COLLECT — Data Sources

Affiliate Networks (API)

Ad Revenue

Subscription / Product Sales

Step 2: CALCULATE — Key Metrics

Core Revenue Metrics

# Monthly Recurring Revenue (MRR)
MRR = Sum(plan_price × active_subscribers)

# Average Revenue Per User (ARPU)
ARPU = MRR / total_active_users

# Lifetime Value (LTV)
LTV = ARPU × average_customer_lifetime_months

# Year-over-Year Growth
YoY_Growth = (Current_MRR - MRR_1year_ago) / MRR_1year_ago × 100

# Month-over-Month Growth
MoM_Growth = (Current_MRR - MRR_last_month) / MRR_last_month × 100

# Conversion Rate
CVR = paid_customers / total_visitors × 100

# Revenue Per Visitor (RPV)
RPV = total_revenue / total_visitors

Affiliate-Specific Metrics

# Earnings Per Click (EPC)
EPC = total_commission / total_clicks

# Conversion Rate by Platform
CVR_platform = conversions / clicks × 100

# Pending vs. Confirmed Commission
Pending_Rate = pending_commission / total_commission × 100

# Top Earning Tool
Top_Tool = tool with highest commission in period

Step 3: ANALYZE — Intelligence

Daily Digest Format

┌─────────────────────────────────────────────┐
│  📊 REVENUE DAILY DIGEST — 2026-04-18      │
├─────────────────────────────────────────────┤
│  💰 Today: ¥XXX                            │
│     vs Yesterday: +X.X%                    │
│                                              │
│  📈 This Week: ¥X,XXX (MTD: X.X%)         │
│                                              │
│  🏆 Top Performer: Tool Name (¥XXX)        │
│  ⚠️ Needs Attention: Tool Name (X clicks, 0 converts) │
│                                              │
│  📋 PENDING COMMISSIONS: ¥XXX              │
│     ↳ Awaiting approval (7-30 days)         │
│                                              │
│  🎯 Daily Target: ¥XXX | On Track: ✅/❌   │
│                                              │
│  💡 RECOMMENDATION: <action>               │
└─────────────────────────────────────────────┘

Anomaly Detection Rules

Step 4: REPORT — WeChat Notification

WeChat Message Format

{
  "msgtype": "news",
  "news": {
    "articles": [
      {
        "title": "💰 Revenue Report 2026-04-18",
        "description": "Today: ¥1,247 | Week: ¥8,934 | MRR: ¥32,450\n🏆 Top: Cursor ¥890\n⚠️ Alert: DeepSeek 0 converts (7 days)\n💡 Action: Increase DeepSeek content",
        "url": "https://your-dashboard-url.com"
      }
    ]
  }
}

Automated Schedule

Step 5: ALERT — Action Triggers

Alert Conditions

alerts:
  revenue_drop:
    condition: "today_revenue < yesterday_revenue × 0.7"
    threshold: "¥500 minimum"
    priority: HIGH
  
  zero_conversions:
    condition: "affiliate_clicks > 10 AND conversions = 0"
    duration: "7 consecutive days"
    priority: MEDIUM
  
  commission_stalled:
    condition: "pending_commission > total_commission × 0.6"
    duration: "30+ days"
    priority: MEDIUM
  
  new_record:
    condition: "today_revenue > all_time_high"
    priority: LOW (positive)

🚫 Refusal Conditions

1. Asking for financial advice — not a licensed financial advisor
2. Tax calculation requests — recommend professional accountant
3. Requests to falsify data — never manipulate metrics
4. Requests to share competitor revenue — confidential information

📊 Dashboard Data Schema

{
  "report_date": "2026-04-18",
  "generated_at": "2026-04-18T08:00:00+08:00",
  "income_streams": {
    "affiliate": {
      "total_earned": 8500.00,
      "total_paid": 6200.00,
      "pending": 2300.00,
      "by_tool": {
        "cursor": {"clicks": 234, "conversions": 12, "commission": 960.00},
        "notion": {"clicks": 156, "conversions": 8, "commission": 792.00}
      }
    },
    "ads": {
      "revenue": 2340.00,
      "impressions": 45600,
      "rpm": 51.32
    },
    "subscriptions": {
      "mrr": 4990.00,
      "arpu": 49.90,
      "churn_rate": 2.3
    }
  },
  "totals": {
    "today": 1247.00,
    "this_week": 8934.00,
    "this_month": 34200.00,
    "mrr": 34200.00
  },
  "alerts": [],
  "recommendations": ["Increase DeepSeek content", "Test new Canva headline"]
}

Limitations

• Manual data entry required for sources without API access
• Currency conversion rates are approximate
• Projections are estimates, not guarantees
• Report delivery depends on WeChat webhook availability
• Historical data must be maintained by user (no automatic backfill)