> ## Documentation Index
> Fetch the complete documentation index at: https://adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# AI revenue analysis workflows

> Learn how Adapt helps teams analyse revenue, financial metrics and operational data to build clearer reports, forecasts and executive updates.

Step-by-step workflows for analyzing revenue, tracking growth, and understanding financial performance.

## Daily Revenue Check

**Goal:** Quick morning check on revenue performance

```
What was yesterday's revenue and how does it compare to average?
```

**Requires:** Stripe (`STRIPE_API_KEY`)

## Weekly Revenue Report

**Goal:** Comprehensive weekly revenue summary

```
Create a weekly revenue report including:
- Total revenue vs last week
- Revenue by segment
- New vs expansion revenue
- Top deals closed
```

**Requires:** Stripe, optionally HubSpot for deal data

## MRR Analysis

**Goal:** Understand monthly recurring revenue trends

```
Show me MRR breakdown by:
- New subscriptions
- Expansions
- Contractions
- Churn
```

**Requires:** Stripe (`STRIPE_API_KEY`)

## Data Warehouse Queries

**Goal:** Query your data warehouse for custom metrics

```
Query Snowflake for our monthly revenue by customer cohort
```

**Requires:** Snowflake or Databricks credentials

## Related

<CardGroup cols={2}>
  <Card title="Stripe Integration" icon="credit-card" href="/integrations/stripe">
    Connect revenue data
  </Card>

  <Card title="Finance Use Cases" icon="chart-line" href="/use-cases/finance">
    More finance workflows
  </Card>
</CardGroup>