Set Customer Revenue (MRR)

Set Customer Revenue (MRR) for Margin Metrics

AI Observly already tracks what each customer costs you in LLM token usage. To turn that into a margin number, it needs to know what each customer is worth to you, their Monthly Recurring Revenue (MRR) or contract value. This page covers both ways to set it: editing one customer at a time, or importing many at once via CSV.

What this powers

Option 1 : Manual: set revenue for one customer

1. From the Overview page, click Set Revenue in the top right, next to Import Historical CSV. [Screenshot: Overview page, Set Revenue button]
2. The Customer Revenue Attribution modal opens on the Manual Edit tab. [Screenshot: Manual Edit tab]
3. Under Select Customer, open the dropdown and choose the customer. Each entry shows the customer_id and current MRR so you can confirm you've got the right one, e.g. Acme Global Enterprise (cust_acme_corp) — Current: $450/mo. [Screenshot: Customer dropdown expanded, showing all customer IDs and current MRR]
4. Under Monthly Recurring Revenue ($ USD), enter the value (e.g. 299.00). This overwrites whatever MRR is currently on file for that customer.
5. Click Save Revenue. Margins recalculate for that customer immediately.

Use this option for one-off corrections or a single new customer. For anything larger, use Bulk CSV Upload.

Option 2: Bulk CSV Upload: set revenue for many customers at once

1. Click Set Revenue from the Overview page, then switch to the Bulk CSV Upload tab. [Screenshot: Bulk CSV Upload tab]
2. The modal shows the required columns: customer_id, revenue. Click Sample CSV to download a template with the correct headers already in place.

customer_id,revenue
cust_acme_corp,450.00
cust_verity_labs,120.00
cust_moonshot_ai,299.00

customer_id must exactly match an existing customer already tracked in AI Observly; see the Select Customer dropdown for the full list of recognized IDs. revenue is the customer's MRR as a plain decimal, with no $ sign or thousands separator. Click the drop zone ("Click to browse or drop revenue CSV file") and select your file, or drag it in directly.Click Import CSV. Every matched row overwrites that customer's current MRR; there's no row-by-row preview, so double-check the file before importing.