Prevenue Docs
Build in-product revenue journeys from customer evidence and prove the resulting Grow, Save, and Convert outcomes.
Prevenue helps SaaS teams turn product and billing moments into in-product journeys that can guide a customer, execute an approved action, and measure the verified result.
The product has one primary operating loop:
- Connect billing and product data.
- Use Events and Signals to understand the customer moment.
- Build the journey in Funnels.
- Operate account-level progress in Opportunities.
- Investigate context in Accounts.
- Prove outcomes in Results.
Start and setup
- Getting Started covers the shortest path to a tested Funnel.
- Guided Onboarding and Setup explains activation, sources, identity, event quality, and the first journey.
- Revenue Signal Scan explains initial data gaps and signal readiness.
- Core Concepts defines the product language used across the app.
Primary workflow
- Funnels explains journey entry, eligibility, customer steps, actions, follow-up, and verified goals.
- Opportunities explains the account-level operating queue and Kanban stages.
- Accounts and Account Intelligence explains the customer record, users, Funnels, Opportunities, Signals, Events, lists, and intelligence context.
- Results explains impressions, clicks, conversions, revenue, objective reporting, and reversals.
Data and intelligence
- Events explains incoming product and billing evidence.
- Event Mapping and Signal Readiness explains semantic mapping and setup state.
- Signals explains scored revenue evidence and delivery history.
- Intelligence Learning explains confidence, learned guidance, and authority boundaries.
- Saved Lists explains reusable account, event, and signal segments.
Integrations and developer tools
- Integrations explains sources and destinations managed from Settings.
- Direct API Installation and Web SDK Installation cover first-party instrumentation.
- Stripe Connect Setup, PostHog Source Setup, and Segment Source Setup cover common sources.
- Developer Tools Overview explains CLI, MCP, agent handoffs, and CI validation.
- Destinations explains optional Slack, webhook, Customer.io, and HubSpot delivery.
Operations and safety
- Intelligence Learning Evidence defines timing, confidence, preventability, suppression, and caveats.
- Billing explains workspace billing and monitored revenue context.
- Workspace, Team, and Notification Settings explains operational settings.
- Data Safety and Security Boundaries explains storage, credentials, and safe payloads.
- Troubleshooting covers common setup, data, Funnel, signal, and delivery issues.