
Findings
Each finding has:- What it found: the change, with amounts and dates. For example, “From May to September, 259 customers cancelled, taking $18,959 of MRR, against about $1,772 a month before.”
- Confidence: Clear in the data, Likely or Worth checking.
- What it might mean: possible causes to confirm. They’re suggestions, not conclusions.
- Look at: what to check first, with a link that opens the right customers or chart. For example, “Who cancelled, May – Sep” opens Customers filtered to those cancellations.

Notes on your timeline
Add what happened when (a price change, a launch, an outage) under Notes on your timeline. Notes show as markers on your revenue charts, and next week’s check uses them to explain the numbers: a churn rise right after a price change reads differently once the price change is noted.