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Analytics Dashboard

Comprehensive analytics for membership, subscriptions, payments, and customer behavior

Track revenue, member growth, churn, and customer behavior across all your subscription programs.


Analytics Tabs Overview

Membership

Revenue, new members, churn, and LTV metrics

Product Subscription

Recurring orders, product performance, TBYB

Store Credit

Credit usage, balance trends, utilization rates

Cancellations

Cancel reasons, timing, and refund analysis

Payment Recovery

Failed payments, error codes, dunning status

AI Prediction

Churn prediction and new member forecasts (Beta)

Churn Offers

Retention offer performance and trends

Wallet Pass

Installation rates, engagement, POS performance

Chargeback Prevention

Alerts, disputes, and prevention metrics

Accounting

Revenue reports and tax calculations


Common Actions

Every analytics tab includes these actions:

ActionWhat It Does
Date Range PickerFilter data by custom date range (default: last 30 days)
RefreshReload data from the server
ExportDownload data as CSV (available on some tabs)
Plan FilterFilter by membership plan type (on Membership tab)

Membership Tab

The default tab showing core membership metrics.

Key Metrics

MetricDescription
Order TypeBreakdown of first-time vs recurring orders
Charges OverviewSuccessful vs failed charges summary
Subscriptions AllTotal active subscriptions over time
Memberships OverviewNew, active, paused, and cancelled members
Mean ChurnAverage churn rate by month of subscription
Opt-In RatePercentage of customers opting into memberships
Store Credit Used RateHow much credit members are using
LTV by MonthLifetime value trends by order month
Active MembersCurrent active member count
Daily CohortsMember retention by signup date

Filtering

Use the plan dropdown to filter metrics by:

  • All plans
  • Individual membership plans (VIP, Premium, etc.)
  • Product Subscription

Export Available: Click "Export" to download membership data as CSV for further analysis.


Product Subscription Tab

Analytics for product-based recurring subscriptions.

Overview Cards

MetricDescription
Active SubscriptionsCurrent active product subscriptions
New SubscriptionsNew subscriptions in selected period
ChurnedCancelled subscriptions
RevenueTotal revenue from product subscriptions

Charts and Tables

ComponentWhat It Shows
Subscription EvolutionGrowth of active subscriptions over time
Revenue EvolutionRevenue trends over time
Cumulated SubsCumulative subscription growth
Churn RiskSubscriptions at risk of churning (M0, M1, M3)
Opt-In RatePercentage of customers starting subscriptions
Revenue BreakdownRevenue by product and frequency
Future ChargesProjected upcoming charges
Top ProductsBest performing products by revenue and subscriptions
Product PerformanceDetailed product-level metrics
Product DistributionSubscription distribution across products
Subscriptions by FrequencyBreakdown by billing interval
Average LifetimeAverage subscription duration

Try Before You Buy (TBYB)

The Product Subscription tab also includes TBYB analytics:

MetricDescription
TBYB SummaryOverview cards for TBYB program
Conversion FunnelTrial to paid conversion rate
TBYB RevenueRevenue from converted trials
TBYB Opt-In RateCustomer adoption rate

Use the filter dropdown to view:

  • All orders - Combined first-time and recurring
  • First-time orders - Initial subscription purchases
  • Recurring orders - Renewal charges

Store Credit Tab

Track store credit issuance, usage, and trends.

Key Metrics

ComponentWhat It Shows
Store Credit ChartCredit issued vs redeemed over time (stacked chart)
All-Time OverviewTotal credits issued, redeemed, and outstanding balance
Store Credit Used RateAverage utilization rate across members
Utilization CohortCredit usage patterns by member cohort

Only members with active memberships are included in utilization calculations.


Cancellations Tab

Understand why and when customers cancel.

Analytics Components

ComponentWhat It Shows
Cancellation Reasons Over TimeTrends in cancellation reasons
Reasons by SessionCancellation reasons grouped by cancel session
Mean Churn by MonthAverage churn rate by subscription month
Cancellation Time IntervalWhen in the subscription lifecycle cancellations occur
Refund Time IntervalsTime between purchase and refund request

Common Cancellation Reasons

  • Too expensive
  • Not using enough
  • Found alternative
  • Product issues
  • Customer service
  • Other (custom)

Payment Recovery Tab

Monitor failed payments and recovery efforts.

Key Metrics

ComponentWhat It Shows
Billing AttemptsSuccess vs failure rate over time
Billing OverviewSummary of billing attempt statuses
Error Code BreakdownChart showing distribution of error types
Error Code TableDetailed list of errors with counts
Dunning SubscriptionsSubscriptions currently in dunning (retry) status

Error Types

Common payment failure reasons tracked:

Error TypeDescription
Insufficient FundsCard declined due to balance
Card ExpiredPayment method expired
Card DeclinedGeneric decline from issuer
Invalid CardCard number or details invalid
Processing ErrorTemporary payment processor issue

High error rates may indicate issues with your payment recovery flow. Consider sending payment update reminders to affected customers.


AI Prediction Tab

Machine learning predictions for churn and growth.

This feature is in Beta. Predictions improve as more data is collected.

Prediction Types

PredictionWhat It Shows
Monthly PredictionProjected metrics for the current month
Daily PredictionDaily forecast based on trends
Churn PredictionMembers at risk of churning with confidence scores
New VIP PredictionPredicted new member signups

Using Churn Predictions

  1. Review members flagged as high churn risk
  2. Consider proactive retention offers
  3. Reach out with personalized messaging
  4. Track if intervention prevents churn

Churn Offers Tab

Track the performance of your retention offers.

Key Metrics

ComponentWhat It Shows
KPI SummaryKey retention metrics at a glance
Trends Over TimeOffer acceptance rates over time
Cancel ReasonsWhy customers initiated cancellation
Retention FunnelFrom cancel intent to retained/churned
Offer TypePerformance by offer type (discount, pause, etc.)
UX AnalysisCustomer experience during cancel flow

Retention Funnel Stages

  1. Cancel Intent - Customer starts cancellation
  2. Offer Shown - Retention offer displayed
  3. Offer Accepted - Customer accepts offer
  4. Retained - Customer stays subscribed
  5. Churned - Customer completes cancellation

Wallet Pass Tab

Track Apple/Google Wallet Pass adoption and engagement.

Key Metrics

ComponentWhat It Shows
OverviewTotal installs, active passes, uninstalls
Order ValueComparison of order value with/without pass
Adoption FunnelInvite sent → Installed → Active
POS PerformanceIn-store usage of wallet passes
Orders Post NotificationsOrders placed after receiving push notifications

Wallet Pass analytics help measure the ROI of your mobile wallet program.


Chargeback Prevention Tab

Monitor and prevent payment disputes.

This tab only appears if you have Chargeback Prevention enabled. Contact support to activate.

Key Metrics

MetricDescription
AlertsPre-chargeback alerts received
DisputesActual chargebacks filed
Prevention RateChargebacks prevented through alerts
Response TimeTime to respond to alerts

Over Period Filter

View data aggregated by:

  • Daily
  • Weekly
  • Monthly

Export

Click "Export" to download chargeback data for dispute management or accounting.


Accounting Tab

Revenue reports for finance and accounting teams.

This tab only appears if Accounting is enabled for your store.

Reports Available

Navigate to specific accounting reports by type:

  • Revenue by period
  • Tax calculations
  • Deferred revenue
  • Subscription revenue recognition

Tips for Using Analytics


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