graph8 for Finance

A field guide for Finance. Live URLs, real surfaces. Screenshots captured from a showcase tenant with public-company data only.

The five things to use today

01. The revenue lifecycle — Customer, Trial, Past_due, Churned

graph8 ships every revenue state as a separate dedicated view. One click per state, real Stripe-synced data per row.

Open it at

• app.graph8.com/deals/l/customers — paying customers (MRR-bearing)
• /deals/l/customers + Subscription = past_due filter — at-risk revenue
• /deals/l/trials — trial accounts with countdown timers (sub-tabs Active / Expired)
• /deals/l/churned — ex-customers with Churn Reason column

Fig 1.1 — /deals/l/customers. your paying customers. Columns: Company · Domain · Status · MRR · Plan · Subscription · Customer Since · Owner · Stakeholders · Deals · Deal Value. Real Stripe-synced MRR per row.

Fig 1.2 — Past_due filter applied. 7 customers ≈ $13.5K MRR at immediate risk: a paying customer $499 · a paying customer $2.0K (×2) · a paying customer $2.5K · a paying customer $2.0K · a paying customer $2.0K · a paying customer $2.0K. URL param ?subscription=past_due doesn’t work — apply via UI Filter panel.

Fig 1.3 — /deals/l/churned. Ex-customers with Churn · Churn Reason · Subscription columns. Live: Gmail $1.5K · riseup-asia-itc · drinkxhydration · a sample deal.run $500 · Lombard Metals · Quantum Global Airways.

Fig 1.4 — /deals/l/trials. Trial accounts with countdown timers (68d / 67d / 65d left to convert). Sub-tabs Active / Expired. Live: Ecosparkgrowth · Wudi · Shutdownlabs · Qecad · daewon america · techyscouts · Dr Steve Rad MD.

Try this now

Try this now. Open /deals/l/customers, apply Subscription = past_due filter. That’s your call list for AR. Then check /deals/l/trials Expired sub-tab — anyone in expired-trial state who hasn’t converted is a recovery email or refund decision.

02. Per-customer revenue detail with health + risk

Every customer record shows MRR/ARR, plan, renewal status, and a Critical/Warning/Healthy score with auto-generated risk signals. Finance reads this for renewal forecasts + churn-risk dollar exposure.

Open it at

• Click any customer in /deals/l/customers → lands on Overview tab
• Tabs available: Overview · Data · Notes · Tasks · Deal Room · Activity · Contacts · Sites Visited · Jobs · Next Steps

Fig 2.1 — Live: your account customer detail. MRR + ARR up top, Plan + Renewal status, Health score with risk signals.

live customer record · your account · captured 2026-05-20 MRR · ARR$4,000 · $48,000 PlanGTM POD RenewalNo renewal data Tenure1 month HealthCritical · Score 0 Engagement0 emails · 0 meetings · 0 calls · 0 visits Risk signal”No meeting on record”

Try this now

Try this now. For renewal forecasting, sort /deals/l/customers by Customer Since asc to find anyone approaching their annual renewal anniversary. Open each, check Health score — anything Critical with renewal <90 days out gets flagged in the Finance churn-risk register.

03. Quotes — your bookings ledger

Every quote with status, payment terms, line items, and the Sent → Viewed → Signed lifecycle timestamps. This is the auditable bookings record.

Open it at

• app.graph8.com/deals/quotes — quotes list with status filter (All / Draft / Sent / Viewed / Accepted / Expired / Declined / Voided)

Live today: quotes a sample quote through a sample quote, ranging $50–$8,499. Multiple Accepted: a sample quote $500, a sample quote $8,499, a sample quote $3,000. All Net 30 terms, Valid Until Jun 18 2026. Auditable timestamps per state transition.

Fig 3.1 — Quotes list. Accepted tab is your booked revenue this period; Sent/Viewed is your pipeline; Expired/Declined is your lost-revenue reconciliation.

Fig 3.2 — a sample quote detail. Sent May 19 1:00 PM → Viewed ×2 → Signed May 19 1:00 PM. $500 / 10,000 Credits / Net 30. Auditable timestamps per state. The Stripe customer + subscription + invoice + payment link are auto-provisioned the moment Signed fires.

Try this now

Try this now. For monthly bookings reconciliation: filter quotes to Accepted, then sort by Created Date asc. Cross-reference against the customers list MRR — every Accepted recurring quote should map to an active subscription. Mismatches = billing-provisioning failures worth investigating.

04. /admin — COGS, LLM tier pricing, raw Stripe IDs

The graph8-admin panel exposes the lower-level financial data: LLM cost tiers (G1-G4), per-customer raw Stripe Customer ID + Subscription ID, domain pricing, services panel.

Open it at

• app.graph8.com/admin — admin dashboard with 5 tabs
• Tabs: Customers (715 records with Stripe IDs) · Services · LLM Charges · Domain Pricing · Custom JS

The Customers tab is the only place raw Stripe Customer IDs + Stripe Subscription IDs surface in the UI (715 records, Trialing / Active status). The LLM Charges tab is the COGS view — 4 pricing tiers for input/output credits across all models.

Fig 4.1 — /admin → LLM Charges tab.

LLM COGS tier pricing · live 2026-05-20 Tier 1 (G1)0.002 credits/input · 0.0097/output · Active Tier 2 (G2)0.0039 · 0.0195 · Active Tier 3 (G3)0.0065 · 0.0325 · Active Tier 4 (G4)0.045 · 0.18 · Active

Try this now

Try this now. Open /admin → Customers tab. Cross-reference Stripe Subscription IDs against Stripe’s own dashboard for the month-end MRR reconciliation. The Services + LLM Charges tabs give you COGS inputs for per-customer gross margin calculation (the join is manual today — see caveats).

05. CAC, conversions, and a copilot that can’t (yet) query billing

Acquisition analytics + conversion rates give you the inputs for CAC and CAC payback. The copilot is honest about not having billing-data access today.

Open it at

• /analytics/acquisition — channels (Direct / Organic Search / Referral / AI-LLM / Social)
• /analytics/conversions — Goal Completions (Form Submission, Meeting Booked) + Form Performance
• Copilot — sparkle icon top-right (heads-up: no billing tool yet, see caveats)

Fig 5.1 — /analytics/acquisition last 30 days. 65.9K users · 68.8K sessions · your engagement rate. Direct 90.8% (60.3K users, 98.7% bounce) · Organic 4.7% · Referral 4.4% · AI/LLM 0.2% · Social 0.0%. Pair this with paid spend per channel to compute CAC.

Fig 5.2 — /analytics/conversions. 109 total conversions · 0.1% rate. Goal Completions: Form Submission 108 (+3,300% vs prior period, 44 unique submitters), Meeting Booked 39 (+15.7%). Form Performance section below the fold.

Fig 5.3 — Copilot honest response: “I don’t have access to subscription billing data or payment statuses — there’s no billing integration connected to graph8 that I can query.” Recommends Stripe/Chargebee direct OR the past_due filter from use case 1.

Try this now

Try this now. Compute rough CAC: pull paid spend by channel from your ad accounts, divide by attributed conversions from /analytics/conversions. Then compute payback months: ARPA from /deals/l/customers ÷ CAC. Anything > 18-24 months payback is a channel-mix warning to flag.

URL cheat-sheet

To do this	Go here
Paying customers + MRR	/deals/l/customers
Past_due ($ at risk)	/deals/l/customers · Subscription filter
Trial accounts (countdown timers)	/deals/l/trials
Churned (lost revenue + reason)	/deals/l/churned
Per-customer MRR/ARR/health	Click any customer row
Quotes (bookings ledger)	/deals/quotes
Quote detail (Sent → Signed timestamps)	Click any quote row
Admin (715 records + Stripe IDs)	/admin
LLM COGS tier pricing	/admin → LLM Charges tab
Domain pricing (per-org charges)	/admin → Domain Pricing tab
Acquisition channels (CAC inputs)	/analytics/acquisition
Conversions (form fills + meetings)	/analytics/conversions

Heads-up — known Finance gaps + workarounds

Caution

1. No revenue Leaderboard yet. /deals/leaderboard resolves to “Deal not found” (treats path as a deal slug); /leaderboard returns 404. Sales/MRR-by-rep leaderboard is not shipped. Workaround: pivot the Customers list by Owner column in your own spreadsheet.

2. Copilot has no billing tool. Asking “show me past_due customers” or “what’s my MRR” gets an honest “I don’t have access to subscription billing data” response. Use the customers + past_due UI directly — it’s the authoritative source anyway.

3. Attribution analytics is empty for graph8. /analytics/attribution exists but shows “No sender data yet — No outbound sends in the last 30 days.” Use /analytics/conversions for goal-based attribution instead.

4. No per-customer COGS aggregation. /admin shows LLM tier pricing (G1-G4) and Services usage in separate tabs — the join to compute ”$ COGS per customer this month” is manual today. Hand-export both, do the join in your spreadsheet.

5. No “Billing” or “Invoices” sub-tab on customer detail. Subscription / MRR / plan data lives in the right-rail Customer Health card on the Overview tab — not a dedicated finance tab. The customer detail tabs are Overview · Data · Notes · Tasks · Deal Room · Activity · Contacts · Sites Visited · Jobs · Next Steps.

6. MRR column sort header occasionally no-ops. Click and sometimes the visible order doesn’t change — refresh the page or use the Sort UI from the column-header menu instead.

7. Plans are free-text, not normalized. Plan column shows strings like “New price for platform” / “GTM POD” / “Platform” — these aren’t a controlled vocabulary. Group manually for cohort analysis.

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Generated 2026-05-20 against app.graph8.com (org your org). Surface state verified live before publication