Stripe
Someone outside your company has asked to see the numbers. The usual answer is to share your screen, which puts every customer’s name on it. Here are the actual options, what each one leaks, and which one survives being forwarded.
Screen-share the dashboard on a call. Send a screenshot. Export a CSV. Add the person to your Stripe account as a team member. All four are in daily use and all four have the same two problems: they show much more than the question asked for, and they only work on the person looking at them right now.
That second one is the expensive part. The person on the call is rarely the person who decides. Whatever convinced them has to survive being described second-hand to a boss, a partner, or a procurement form — and “I saw his dashboard and it looked fine” does not survive that trip.
Open Stripe to make one point about MRR and the default views also carry individual customer names and email addresses, what each of them pays, who failed a payment this month, who disputed a charge, and who you refunded.
For most businesses that is other people’s data, held under terms that did not anticipate it being shown to a prospective customer. It is also, frequently, a competitor’s logo sitting in your customer list in front of someone who will recognise it.
If you do share a screen, open a single aggregate report first, put the browser in a clean window, and never scroll the payments or customers tabs. That reduces the exposure. It does not fix the second problem at all.
You can add someone to your Stripe account with a limited role, and for an accountant or a contractor that is exactly right. For an outsider asking a single question it is the wrong tool in three ways: they need a Stripe login, they get a view of the whole account rather than the one figure, and access persists until you remember to remove it. Most people do not remember.
It also still fails the forwarding test. Access granted to one person convinces one person.
Stripe lets you create a restricted key scoped to read specific resources and nothing else. It cannot create charges, cannot issue refunds, cannot move money, and can be revoked from your dashboard without disturbing the live keys your product runs on.
That is what you give a service that turns billing into a published figure — not something you hand to a prospect. The distinction worth holding onto: a restricted key is how a tool reads your revenue, and the page it produces is what the outsider sees. What each kind of Stripe key can and cannot do, including how to scope one and how to revoke it.
A page. One link, readable by anyone you send it to, showing totals only — recurring revenue and active accounts — measured from your processor under a published counting rule and labelled with which processor it came from and when it was last read.
No customer names, because individual identities are never stored or published. No login for the reader. No access to revoke afterwards. And it keeps working when the person you sent it to pastes it into Slack for someone more senior, which is where the decision usually actually happens.
If the absolute number is the sticking point, it can stay private: figures can be turned off and the timeline still publishes the decisions, their dates, and what revenue did afterwards as a percentage. Growth stays checkable; the amount stays yours.
An accountant or a new hire: a limited Stripe role. It is what it is for. A one-off conversation with someone you trust: a clean screen-share of a single aggregate view, nothing else open. Anyone evaluating you — a prospect, a partner, an investor, a journalist, a candidate — a link, every time. They will forward it, and it needs to work when they do.
Why the screenshot stopped working · the eight processors that can be read directly
Connect read-only and your revenue history appears in about a minute. Nothing is public until you say so, and you can revoke from your own processor whenever you like.