Reports & Analytics

Reports & Analytics

Track recurring revenue, churn, failed payments and recognized revenue.

Your business dashboard

Your key subscription numbers on one page.

Open Overview → Dashboard and click Dashboard (next to Getting Started). If your role can't view business metrics you only see Getting Started.

CardWhat it shows
MRRMonthly recurring revenue, with the change vs last month.
ARRAnnual recurring revenue, with the year-over-year change.
Churn RateChurn this month, vs last month.
Failed PaymentsThe amount in failed payments and the number of active failures. See Dunning & Recovery.

Subscriptions by Status

How many subscriptions are active, trialing, in dunning, paused and cancelled, as a count and a percentage.

MRR Movement

How this month's MRR got from where it started to where it ended.

LineMeaning
Starting MRRMRR at the start of the month.
+ New SubscriptionsMRR from new subscriptions.
+ UpgradesMRR added by customers moving to a higher plan.
− DowngradesMRR lost to customers moving to a lower plan.
− ChurnMRR lost to cancellations.
Ending MRRMRR at the end of the month.

Recent Activity

The latest events across your subscriptions.

Each row shows the Event, Customer, Plan, Amount and Time. Events are:

  • New Subscription
  • Plan Change
  • Cancellation
  • Payment Failed
  • Invoice Paid
  • Renewal

Show 5, 10 or 20 rows at a time.

Revenue Recognition

Recognized and deferred revenue, on an accrual basis.

Open Finance → Revenue Rec.

CardWhat it shows
RecognizedRevenue recognized this month, on an accrual basis.
Deferred RevenueRevenue from annual contracts not recognized yet.
Recognized YTDRevenue recognized this year, vs the prior year.
Pending AllocationContracts under review.

Deferred Revenue Waterfall

One row per month for your annual subscriptions. The current month is highlighted and future months show as Pending. Click a month to see the contracts behind it — customer, plan and monthly amount.

Analytics

Customers, revenue per customer, lifetime value and the MRR trend.

Open Finance → Analytics.

CardWhat it shows
Total CustomersAll customers, with how many are new this month.
ARPCAverage revenue per customer, vs last month.
LTV (avg)Average customer lifetime value, with the average tenure in months.
Monthly ChurnChurn this month. The target is below 2%; it turns red at 2% or above.

MRR Trend

A bar per month. Click a bar to see that month's MRR Movement.

Revenue by Plan

The revenue and share of revenue from each plan.