Operations
Manage your team, configure settings, and monitor platform events
The Operations section covers everything you need to run your RevKeen account day to day -- from managing your team and configuring settings to monitoring activity and staying on top of notifications.
What you'll find here
- Team Management -- Invite team members, assign roles, and control who can access what
- Settings -- Configure your merchant profile, business information, branding, and platform preferences
- Notifications -- View and manage alerts, payment notifications, and system messages from your inbox
- Events -- Track every action across your account with a full activity timeline and audit trail
Dashboard overview
When you log into RevKeen, the Home dashboard provides an at-a-glance view of your business health, including revenue metrics, recent activity, and quick actions to manage your day-to-day operations.
Key metrics
| Metric | Description |
|---|---|
| Gross Revenue | Total revenue before refunds and fees |
| Net Revenue | Revenue after refunds, fees, and chargebacks |
| MRR | Monthly Recurring Revenue from active subscriptions |
| Active Customers | Customers with active subscriptions or recent purchases |
| Churn Rate | Percentage of subscriptions cancelled this period |
| Average Order Value | Mean transaction amount across all orders |
Time period selection
Use the date picker to view metrics for different time periods:
- Today -- Current day's activity
- Last 7 days -- Rolling weekly view
- Last 30 days -- Monthly overview
- This month -- Calendar month to date
- Last month -- Previous calendar month
- Custom range -- Select specific start and end dates
Quick actions
The Home dashboard provides shortcuts for common tasks:
- Create Invoice -- Generate a new invoice for a customer
- Add Customer -- Create a new customer record
- New Checkout Link -- Create a shareable payment link
- View Reports -- Access detailed analytics and reports
Recent activity feed
The activity feed shows real-time updates including:
- New customer sign-ups
- Successful payments
- Failed payment attempts
- Subscription changes (upgrades, downgrades, cancellations)
- Refund requests
- Chargeback notifications
Click any activity item to view full details and take action if needed.
Pending actions
Items requiring your attention are highlighted on the dashboard:
| Action Type | Description |
|---|---|
| Draft Invoices | Invoices ready to be finalized and sent |
| Failed Payments | Payments that need retry or customer follow-up |
| Open Disputes | Chargebacks requiring evidence submission |
| Pending Refunds | Refund requests awaiting approval |
Next steps
- Team Management -- Set up your team and assign roles
- Settings -- Configure your merchant profile and preferences
- Notifications -- Manage your inbox and alert preferences
- Events -- Monitor activity across your account