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Revenue overview

MRR · All plans

Verified

$4.40M+23.9%($3.55M)

New signups by channel

Verified

OrganicPaid searchReferralOutbound

Top accounts

Verified

	Account	Plan	MRR	Δ 30d	Seats
1	Northcurrent	Enterprise	$156,000	+4%	2,100
2	Lumenwave	Enterprise	$135,250	-6%	1,800
3	Copperleaf Labs	Enterprise	$119,500	+11%	1,575
4	Fieldstone Ops	Growth	$71,500	0%	1,150
5	Quillbase	Growth	$53,000	+9%	950
6	Verdantly	Growth	$48,500	-3%	775
7	Alderpoint	Growth	$44,000	+7%	725
8	Harborline	Starter	$24,500	+14%	450
9	Driftmark	Starter	$21,000	-8%	350
10	Sablewood	Starter	$18,000	+2%	300

Chat

Build me a dashboard for revenue and signups over the last year

Read the MRR definition · Governed metric
Sum of active subscription MRR in USD, excluding trials, internal accounts, and one-time charges.
Searched the data catalog · 34 tables scanned

Calculated monthly recurring revenue · Snowflake · 12 rows

select
  date_trunc('month', period_start)
    as month,
  sum(mrr_cents) / 100 as mrr
from finance.subscription_periods
where status = 'active'
  and is_internal = false
  and period_start >=
    dateadd('month', -12, current_date)
group by 1
order by 1

Broke signups down by channel · Snowflake · 48 rows

select
  date_trunc('month', created_at)
    as month,
  attribution_channel,
  count(*) as signups
from analytics.accounts
where created_at >=
  dateadd('month', -12, current_date)
group by 1, 2

Reconciled totals against Stripe · 0 discrepancies

Done — Revenue overview is live, pulled from Snowflake and Stripe.

One thing stood out: referral signups are up 33% over last quarter while paid search flattened, so growth is compounding, not bought.

MRR · governed metricNew signups · governed metric

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Net revenue retention by segment

What was net revenue retention by segment last quarter?

Analyzed for 38s

Net revenue retention was 112% in Q3, up from 106% in Q2. Enterprise drove most of the lift at 121%, while self-serve held flat at 98%.

NRR by segment, last four quarters

EnterpriseMid-marketSelf-serve

Verified

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InsightsToday, 8:00 AM

AnomalyGrowth · Trial conversion

Trial-to-paid conversion is down 18% since Tuesday

The drop is concentrated in iOS signups after the 4.2 release, where 41% of new trials never finish onboarding. Android and web are flat.

#growth

BasedashAPP8:02 AM

Today's insight: trial-to-paid conversion is down 18% since Tuesday, driven by iOS signups after the 4.2 release.

View insight

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Parcelly/Shipping performanceHarborline Coffee

On-time delivery

96.2%

+1.4%

Cost per parcel

$4.18

−3.2%

Parcels by carrier, weekly

UPSFedExUSPS

Ask about your shipments

Which carrier was late most often in September?

UPS, with 6.4% of parcels arriving late, mostly on West Coast routes. FedEx was late on 2.1%.

Show late parcels by route

Ask a question…

AnalyticsPage.tsx

<BasedashProvider fetchToken={getToken}>
  <BasedashDashboards />
  <BasedashChat />
</BasedashProvider>

Fully interoperable

Connect Claude, ChatGPT, or Cursor over MCP, call the REST API from your own apps, or ask in Slack. Every path runs on the same models and permissions, so your data stays governed and you're never locked in.

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$ claude mcp add basedash --transport http \
    https://charts.basedash.com/api/public/mcp
✓ Connected to basedash

> Why did trial conversion drop this week?

● basedash · ask_question
  Using models.trials (verified)
  Trial-to-paid is down 18% since Tuesday,
  concentrated in iOS signups after the
  4.2 release. Android and web are flat.

// .cursor/mcp.json
{
  "mcpServers": {
    "basedash": {
      "url": "https://charts.basedash.com/api/public/mcp"
    }
  }
}

✓ basedash enabled in Agent
  Ask about your data from the editor.

Build a dashboard of weekly signups by channel.

Used Basedash · create_dashboard

Done. Weekly signups by channel is live in Basedash, with signups, conversion, and spend by channel over the last 12 weeks.

Open in Basedash

curl -X POST \
  ".../organizations/$ORG_ID/chats?wait=60" \
  -H "Authorization: Bearer $BASEDASH_API_KEY" \
  -d '{"message": "Why did trial conversion drop?"}'

201 Created
{ "data": { "assistantMessage": {
  "text": "Trial-to-paid is down 18% since
    Tuesday, concentrated in iOS signups..."
} } }

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subscriptionsVerified

Measure: mrr
Dimension: plan
Segment: active

Used by chat, 6 dashboards, and 2 insights

Skill · Finance

Revenue analysis

Report revenue net of refunds, by fiscal quarter.

Remembered

Fiscal year starts on February 1.

Learned from a chat with Priya

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Or bring your own

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AI usage by member
See who uses AI and how much, with an optional spending cap.
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Approval for writes
AI-run write queries need explicit approval before they run.
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SAML 2.0 and OIDC, with user and group sync.
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SOC 2 Type II
Audited annually. Customer data never trains models.
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Your VPC, air-gapped if needed, with your own model keys.

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Trial-to-paid conversion is down 18% since Tuesday

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