FinPay is a B2B payments platform for small businesses. The CFO noticed that monthly revenue grew from $4.8M in January to $5.6M in April, then fell to $5.1M in June, while transaction volume continued rising from 1.2M to 1.5M transactions over the same period.
Leadership wants to know whether the revenue pattern reflects a real business trend, seasonality, pricing mix changes, or a short-term anomaly. They also want to understand which supporting metrics should be monitored to explain future revenue movement earlier. You are asked to define the right financial trend metric, explain how to measure it, and outline how you would diagnose the change.
monthly_financials: month, gross_revenue, net_revenue, refunds, fees, active_customerstransactions: transaction_id, customer_id, transaction_date, transaction_amount, fee_revenue, product_type, regioncustomer_accounts: customer_id, signup_date, segment, pricing_plan, churn_datepricing_changes: effective_date, product_type, old_price, new_pricesales_pipeline: lead_id, created_date, stage, expected_value, close_date