Blog

Notes on revenue

MRR, churn, and running a subscription business on real numbers, not gross volume.

One number vs. what actually moved

this month

StripeGross volume+62+24-18-28Gleam

New

Expansion

Contraction

Churn

July 9, 2026

Why you shouldn't rely solely on the Stripe dashboard for business health

Stripe's dashboard is excellent at what it's built for (payments), but it wasn't built to answer the SaaS questions founders actually ask. Here's what it misses, with examples.

Same total MRR, three different stories

by plan

Team planPro planLegacy plan

Team plan

+18% this quarter

Pro plan

+6% this quarter

Legacy plan

-9% this quarter

July 5, 2026

Your blended MRR is hiding a problem: visibility per subscription fixes that

A healthy total MRR number can hide one plan growing fast and another quietly bleeding out. Breaking growth down by product or tier is what lets you find and fix the underperformer.

Two signals, one business

12 months

MRRBank balance

Bank balance

Noisy, backward-looking

MRR

Normalized, forward-looking

July 1, 2026

Why knowing your real MRR and ARR matters more than your bank balance

Bank balance tells you what happened. MRR and ARR tell you what's about to happen, and that's the number every cashflow and hiring decision should actually be based on.