Managing a business requires keeping track of various metrics, maybe none more important than revenue. To make informed decisions, managers need a clear understanding of their revenue streams. It may be hard to determine which products bring in more revenue, which customers are purchasing more, and how much you can expect to earn in the future. Traditional ways of tracking revenue usually involve a lot of spreadsheets, messy data, complex systems, and sheer guesswork.
Thankfully, with the advancement of technology, creating an internal revenue dashboard is now a breeze. In this post, we'll show you how we built a professional-looking internal revenue dashboard using Stripe, Whalesync, Airtable, Superchart, and Notion. Whether you're an operations manager, revenue manager, or no-code operator, this article is for you.
Before we dive into the nitty-gritty of the dashboard creation, let's define some of the tools we used. Generally, these can be replaced or exchanged based on your use case and preferences. For our example and our product, these tools are best-in-class.
A payment processing platform that allows businesses to accept credit card payments online.
A third-party service that makes syncing data between tools (like Stripe and Airtable in this case) very easy.
A spreadsheet-database hybrid that allows businesses to organize and store data.
(Obviously) Our data visualization platform that integrates with tools like Airtable and Google Sheets.
An all-in-one productivity tool that offers databases, notes, wikis, and project management.
You can find a full example of the Notion revenue dashboard here, which contains the steps mentioned below as well. We've also embedded the example at the bottom of this post.
The first step is syncing the necessary data from Stripe to Airtable with Whalesync. Luckily, Whalesync makes this super simple. First, connect the apps as shown.
Now that you have all of your Stripe data syncing over to Airtable in real-time via Whalesync, you can create an Airtable visualization in Superchart.
Apply professional branding and colors for your internal charts. For instance, here's an interactive example using the Superchart logo and color palette:
Once you’ve created your charts and shared them, you’ll have an embed code to pop into Notion. You can begin to layout your dashboard by embedding your charts.
After embedding the charts in Notion, you can use callouts, text, and other Notion blocks to ensure the information in the dashboard is clear.
If you want to include beautiful Airtable visualizations or charts on Google Sheets that are designed consistently, be sure to try Superchart for free. Also, checkout all of the connectors available for Whalesync for hassle free, two-way sync between all kinds of no-code apps.
Building an internal revenue dashboard with Stripe, Whalesync, Airtable, Superchart, and Notion is easy and efficient. It allows businesses to gain a clearer understanding of their revenue streams and make informed decisions based on data-driven insights. By automating the process, managers can focus on more important aspects of the business while staying on track with revenue targets. Whether you're a seasoned operator or a newcomer to these tools, the resulting insights will help you steer your business in the right direction.
