Revenue Intelligence
Revenue Pulse, Revenue Trend, and the daily AI briefing that prioritizes what to act on.
Revenue intelligence in ProLens is the combination of three things: the Revenue Pulse widget on your dashboard, the Revenue Trend chart, and the daily AI briefing that pulls them together into one sentence of "what matters today."
Revenue Pulse
Revenue Pulse is your daily morning briefing. Two bars compare this month's revenue pacing against the prior month at the same business day. A 6-month sparkline shows the longer arc. Below the chart sits a list of uninvoiced clients flagged Late if past their typical timing.
Revenue Trend
A 12-month stacked bar chart of invoiced revenue, split by Paid, Unpaid, and Overdue. Hover any bar for the client-level breakdown.
The daily AI insight
Every morning, the Revenue Pulse pipeline reads anonymized aggregates and writes a one-line insight identifying the single most important revenue finding of the day. Examples: "Trending 12% behind April at the same business day, driven by delayed Novak billing" or "On pace for record month if Acme invoice clears by Friday."
Drill in
Click View details on any revenue widget to open the
/revenue page with sortable tables, historical trends, and per-
client drill-down.
If revenue numbers look wrong, the AR Aging widget often explains why: the invoice exists but is unpaid. Cross-check both before asking the bookkeeper.