RevGlanceDocs

Quick start

From a new account to your first synced numbers in a few minutes.

1. Look around first

Not sure yet? The demo opens a shared, read-only account filled with a year and a half of sample subscriptions. Every page works, including Ask, which answers a set of scripted questions.

2. Create your account

Create an account with your email. The trial lasts 7 days and needs no card. Your account starts with one business called "My business"; rename it and pick its currency in Settings › Businesses.

3. Connect a source

  1. Open Settings › Sources and pick your provider under Connect a source.
  2. Follow the steps in the panel. Each provider's integration guide has the same steps with more detail.
  3. Choose Connect. The first sync starts straight away and reads your whole history.

Want to try RevGlance before touching your real account? Choose Sample data on the same page to fill a business with made-up subscriptions.

4. Wait for the first sync

The sync status in the top bar shows when it is running and when it is done. Years of history take longer than a few months. You can keep using RevGlance meanwhile.

5. Read your numbers

  • Home is a briefing: what changed, what needs attention and what is coming up.
  • Overview shows MRR, revenue, customers and churn side by side.
  • Ask answers questions in plain words, like "MRR by plan last quarter".

Every figure has Show the math: the formula, and the rows behind it. See Ask and Show the math.

6. Add webhooks

Without a webhook, a source syncs every hour. Add one and new payments show up within seconds. Each guide explains how, for example Stripe.

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