Home Analytics dashboard
The Home Analytics dashboard provides you with access to key store analytics directly on your merchant portal home page to help you understand revenue trends, analyze how customers are interacting with your products, and compare key performance indicators over time.
This guide covers an overview of the Home Analytics dashboard and a breakdown of each dashboard available.
Before you start
- Data displayed through Recharge Analytics is typically refreshed and updated by 6 am EST daily, regardless of the merchant's time zone.
- This new dashboard provides you with more intuitive analytical data. You may notice that metrics on the homepage dashboard differ from metrics within the Recharge Analytics page, as this page uses different calculations for each metric. Review each available dashboard to learn more about how each metric is calculated.
Overview
The Home Analytics dashboards offer different use cases to utilize for your store. Recharge is updating our Analytics offering to provide greater, more intuitive value to you and ensuring the product suite is incorporated as it grows. Access your Analytics dashboard directly on the merchant portal homepage.
This new dashboard includes:
- A focus on insightful, important metrics that are relevant to your business performance and growth.
- Clear, simple information to allow you to understand what you’re looking at and why it matters.
- Fast load times to ensure you get the data you need, quickly.
- Use custom date ranges and filter data for a specific product.
Purchase activity
The Purchase Activity dashboard shows the gross revenue from all Recharge-related product purchases, including subscription products purchased at checkout, recurring subscription purchases, and add-on items included in recurring subscription orders. The Activity over time bar chart allows you to clearly visualize the breakdown of your gross revenue day by day.
The purchase activity dashboard includes:
- Gross subscription revenue: Gross revenue from all subscription-related product sales during the reporting period. This includes subscription items purchased at checkout, recurring subscription purchases, and new subscriptions or one-time products added to recurring orders.
- Subscriptions - Checkout: Gross revenue from first-time sales of subscription products purchased in checkout orders.
-
Subscriptions - Recurring: Gross revenue from recurring subscription product purchases.
- Add-on products included in recurring orders are not included in this metric.
- Add-ons - Recurring: Gross revenue from add-on product purchases included in recurring orders.
- Activity over time bar chart: Visualize a breakdown of activity by gross revenue, orders, and average revenue.
Purchase activity available metrics
Metric |
Definition |
|
Gross subscription revenue |
Gross revenue from all subscription-related product sales during the reporting period. This includes subscription items purchased at checkout, recurring subscription purchases, and new subscriptions or one-time products added to recurring orders. |
| Orders (total) | Number of orders including at least one subscription product during the reporting period. Includes both checkout orders with first-time subscription purchases, and recurring subscription orders. |
| Average revenue (total) | Average per-order value of all subscription-related products included in orders processed during the reporting period. |
|
First time subscription revenue |
Gross revenue from first-time subscription products purchased in checkout orders. |
| Orders (first time) | Number of checkout orders placed with at least one subscription product included. |
| Subscription checkout average revenue | Average per-order gross revenue from all subscription related products in checkout orders during reporting period. |
| Recurring subscription revenue | Gross revenue from recurring subscription product purchases. Add-on products included in recurring orders are not included in this metric. |
| Orders (recurring) | Number of recurring subscription orders processed during reporting period. |
| Subscription recurring average revenue | Average per-order gross revenue from all subscription products in recurring subscription orders during reporting period. |
| Add-on revenue | Gross revenue from add-on product purchases included in recurring orders. |
| Add-on orders | Number of recurring orders that included at least one add-on item. |
| Add-on average revenue | Average per-order gross revenue from add-on products when included in recurring orders. |
| Daily subscription revenue (total) | Daily gross revenue from all subscription-related product sales (first-time subscription product purchases, recurring subscription product purchases, add-on products in recurring orders). |
| Daily subscription revenue (checkout) | Daily gross revenue from first-time subscription product purchases included in checkout orders. |
| Daily subscription revenue (recurring) | Daily gross revenue from recurring subscription product purchases. |
| Daily subscription revenue (add-ons) | Daily gross revenue from add-on product purchases included in recurring orders. |
| Daily orders (total) | Daily total orders from all subscription-related purchases. |
| Daily orders (first-time) | Daily orders from all first-time subscription purchases in checkout orders. |
| Daily orders (recurring) | Daily orders from all recurring subscription purchases. |
| Average revenue: Subscriptions - checkout | Daily average per-order value of all subscription products included in checkout orders during reporting period. |
| Average revenue: Subscriptions - recurring | Daily average per-order value of all subscription products in recurring subscription orders during reporting period. |
| Average revenue: Add-ons | Daily average per-order value of add-on products included in recurring orders during reporting period. |
Subscribers and subscriptions
The Subscribers and Subscriptions section helps you understand growth and churn among your subscribers and subscriptions.
The Subscriber and subscriptions dashboard includes:
- Total active subscribers - A summary view of your subscriber count, growth and churn during the reporting period. A “Subscriber” is defined as a customer with at least one active subscription.
- Total active subscriptions - A summary view of your subscription count, growth and churn during the reporting period. Because subscribers can subscribe to more than one item, this metric is often higher than your subscriber count.
- Retention and growth bar chart - Subscriber and subscription growth and churn over time
- Renewal schedules - Displays a breakdown of active subscriptions by subscription renewal schedule. Shows the count and percent of each active renewal schedule. For prepaid subscriptions, the renewal schedule shown is the charge schedule, not the shipment schedule.
Subscribers and subscriptions available metrics
Metric |
Definition |
|
Total active subscribers |
Total number of active subscribers after reporting period. |
|
New subscribers |
Total number of new subscribers created during the reporting period. This represents the cumulative total of new subscribers each day. Subscribers who activate and churn within the same day are not counted in this metric. Subscribers who activate, churn, and reactivate again within the same day are counted as a single activation for the day. |
| Existing subscribers | Number of active subscribers at the beginning of the reporting period. |
| Reactivated subscribers |
Number of formerly churned subscribers who reactivated (activated at least one subscription) during the reporting period. If a formerly churned subscriber subscribes to a different product than they previously subscribed to, they are shown as one reactivated subscriber and one new subscription. This represents the cumulative total of reactivated subscribers each day. Subscribers who reactivate and churn again within the same day are not counted in this metric. Subscribers who reactivate, churn, and reactivate again within the same day are counted as a single reactivation for the day. |
| Churned subscribers |
Number of subscribers who churned during the reporting period. A subscriber is considered to have churned when they have no remaining active subscriptions. This represents the cumulative total of churned subscribers each day. Subscribers who churn and reactivate within the same day are not counted. Subscribers who churn, reactivate, and churn again within the same day are counted once for the day. |
| Total active subscriptions | Total number of active subscriptions after the reporting period. |
| New subscriptions |
Number of new subscriptions activated during the reporting period. This represents the cumulative total of new subscriptions each day. Subscriptions that activate and churn within the same day are not counted. Subscriptions that activate, churn, and reactivate again within the same day are counted as a single activation for the day. |
| Existing subscriptions | Number of active subscriptions at the beginning of the reporting period. |
| Reactivated subscriptions |
Number of formerly churned subscriptions that were reactivated during the reporting period. This represents the cumulative total of reactivated subscriptions each day. Subscriptions that reactivate and churn again within the same day are not counted. Subscriptions that reactivate, churn, and reactivate again within the same day are counted as a single reactivation for the day. |
| Churned subscriptions |
Number of subscriptions that churned during the reporting period. This represents the cumulative total of churned subscriptions each day. Subscriptions that churn and reactivate within the same day are not counted. Subscriptions that churn, reactivate, and churn again within the same day are counted once for the day. |
| Daily active subscribers | Daily number of active subscribers. |
| Daily existing subscribers | Daily number of active subscribers who were already active at the beginning of the day. |
| Daily new subscribers | Daily number of new subscribers created. |
| Daily reactivated subscribers | Number of formerly churned subscribers who reactivated (activated at least one subscription) on that day. |
| Daily churned subscribers |
Daily number of churned subscribers. |
| Daily active subscriptions |
Daily number of active subscriptions. |
| Daily new subscriptions |
Daily number of new subscriptions activated. |
| Daily reactivated subscriptions | Number of formerly canceled subscriptions that were reactivated on that day. |
| Daily churned subscriptions | Daily number of churned subscriptions. |
Performance by product
Performance by product allows you to review your products at a variant level and identify which products perform well. See an overview of how your products perform such as how many subscriptions are associated with a specific product or which subscriptions churn more often.
Performance by product available metrics
Metric |
Definition |
|
Active subscriptions |
Total number of active subscriptions to this product at the end of the reporting period. |
|
Subscription revenue |
Gross revenue from all subscription sales of this product (both checkout and recurring) within the reporting period. Does not include sales of this product when added to recurring orders as a one-time add-on. |
|
New subscriptions |
Number of new subscriptions to this product that were activated within the reporting period. |
|
Reactivated subscriptions |
Number of previously cancelled subscriptions that were reactivated during the reporting period. |
|
Churned subscriptions |
Number of subscriptions to this product that churned during the reporting period. Includes expired subscriptions, as well as subscriptions that were cancelled by the subscriber (active cancellation) or cancelled as a result of unrecovered charge errors (passive cancellation). |
|
Percentage of new subscriptions |
Percentage of all new subscriptions activated during the reporting period that were for this product. |
Customer portal actions
With the Customer portal actions dashboard, you can track customer portal actions made by customers.
Customer portal actions available metrics
Metric |
Definition |
| Reschedules (Change order date) | Total number of reschedule actions completed from the customer portal during the reporting period. |
| Ship now | Total number of Ship now actions completed from the customer portal during the reporting period, across all interfaces. |
| Swaps |
Total number of swap actions completed from the customer portal during the reporting period. |
| Skips | Total number of skip actions completed from the customer portal during the reporting period. |
| Pauses |
Total number of pause actions completed from the customer portal during the reporting period. |
| Reactivations |
Total number of reactivation actions completed from the customer portal during the reporting period. |
| Discount applications | Total number of discount application actions completed from the customer portal during the reporting period. |
| One-time additions | Total number of one-time addition actions completed from the customer portal during the reporting period. |
| Change quantity | Total number of change quantity actions completed from the customer portal during the reporting period. |
| Change frequency | Total number of change frequency actions completed from the customer portal during the reporting period. |
Subscriber cohort retention by month
Subscriber cohort retention by month displays a one year graph showing retention per cohort over time, in terms of percentage. A customer enters a cohort by being active in a calendar month and over time you can see in cohorts which subscribers are staying active.
Subscriber cohort retention by month available metrics
Metric |
Definition |
| Cohort month | For each month that passes, we create a "cohort" of all new subscribers created during that month. Subscribers will remain in this cohort for life, regardless of future subscription activity. |
| Initial subscriber count | The total count of subscribers in a given cohort. This number reflects every new subscriber created during this calendar month. When the cohort report is filtered by product, only subscribers whose initial subscription activation order included a subscription to that product will be included. |
| Percentage retained | This figure shows the percentage of subscribers in this cohort who are still active after 1 month, 2 months, 3 months, etc.. A subscriber is considered active if they have at least one active subscription, regardless of whether it's a subscription to a different product than their initial subscription. If a subscriber churns and then reactivates later, they will be considered inactive during their inactive period, and active again from reactivation on. |
| "Month 0" |
X of Y customers in the Jan 2023 cohort were still active at the end of January 2023. The "Month 0" cohort shows retention within the first calendar month. |
| All cohort cells |
X of Y customers in a cohort that were still active at the end of their Xth/nd/rd month. The percentage of customers who remain subscribed after their initial first, second, or third months. |
Subscriber cohort retention by order count
Subscriber cohort retention by order count displays a one year graph showing retention per cohort by order number. This allows you to visualize how many of each month's new subscribers are still active by their 1st recurring order and beyond. A customer enters a cohort by being active in a calendar month and over time you can see in cohorts which subscribers are staying active.
Subscriber cohort retention by order count available metrics
Metric |
Definition |
| Cohort month | After each order count, we create a "cohort" of all new subscribers created. Subscribers will remain in this cohort for life, regardless of future subscription activity. |
| Initial subscriber count | The total count of subscribers in a given cohort. When the cohort report is filtered by product, only subscribers whose initial subscription activation order included a subscription to that product will be included. |
| Percentage retained | This figure shows the percentage of subscribers in this cohort who are still active after the first order, order 2, order 3, etc.. A subscriber is considered active if they have at least one active subscription, regardless of whether it's a subscription to a different product than their initial subscription. If a subscriber churns and then reactivates later, they will be considered inactive during their inactive period, and active again from reactivation on. |
| All cohort cells |
X of Y customers in a cohort that were still active at the end of the order period (1st order, order 2, order 3, etc). The percentage of customers who remain subscribed after their initial order, second, or third orders. |
Churn
The churn metrics display the effects of customer churn at the store level, as well as at the active, passive, and expired churn levels.
Churn metrics are broken down by the subscription and subscriber level.
Subscriber-churn metric definitions
Metric |
Definition |
| Total churn | The total number of subscribers who churned during the reporting period. Subscribers are considered to have churned when they no longer have any active subscriptions. |
| Churn rate |
The percentage at which subscribers churned during the reporting period. The subscriber churn rate is defined as the percent of average daily active subscribers who churned within the period. For example, if a store started with 10 subscribers, added two new subscribers, and had one customer churn per day, the churn rate over five days would be 31%. |
| Churned MRR |
The monthly recurring revenue (MRR) lost to subscriber churn within the reporting period. MRR is calculated using the subscription recurring price and renewal schedule.
This metric specifically represents MRR lost due to full subscriber churn, on the day a subscriber churned. The MRR included for customers with multiple subscriptions depends on when a customer canceled their subscriptions:
|
| Active |
Subscribers who churned as a result of proactive subscription cancelation. This could be a customer canceling their subscription, or having their subscription canceled for them. This does not include subscriptions that were canceled due to expiration or dunning process failure. |
| Passive |
Subscribers who churned as a result of unsuccessful dunning. These subscribers had their subscriptions canceled after their renewal charge could not be processed, and all subsequent charge attempts made during the dunning process failed. |
| Expired |
Subscribers who churned as a result of an expired subscription. This transition occurs after the final charge is processed for regular subscriptions. |
| Active churned subscribers |
Subscribers who churned as a result of proactive subscription cancelation. This could be a customer canceling their subscription, or having their subscription canceled for them. This does not include subscriptions that were canceled due to expiration or dunning process failure. |
| Active churned MRR |
The monthly recurring revenue lost to active subscriber churn within the reporting period. This metric represents only the MRR lost due to active subscriber churn, on the day the subscriber churned. MRR is calculated using the subscription recurring price and renewal schedule.
The MRR included for customers with multiple subscriptions depends on when a customer canceled their subscriptions:
|
| Active churn rate |
The rate at which subscribers actively churned during the reporting period. This metric is displayed as a percent of your average daily active subscribers for the period. See the Churn Rate metric definition for a detailed breakdown of churn rate calculations. |
| Passive churn |
Subscribers who churned as a result of unsuccessful dunning. These subscriptions had their subscriptions canceled after their renewal charge could not be processed, and all subsequent charge attempts made during the dunning process failed. |
| Passive churned MRR |
The monthly recurring revenue lost to passive subscriber churn within the reporting period. This metric represents only the MRR lost due to passive subscriber churn, on the day the subscriber churned. MRR is calculated using the subscription recurring price and renewal schedule.
The MRR included for customers with multiple subscriptions depends on when a customer canceled their subscriptions:
|
| Passive churn rate |
The rate at which subscribers passively churned during the reporting period. This metric is displayed as a percent of your average daily active subscribers for the period. See the Churn Rate metric definition for a detailed breakdown of churn rate calculations. |
| Expired churn |
Subscribers who churned as a result of an expired subscription. This transition occurs after the final charge is processed for regular subscriptions. |
| Expired churned MRR |
The monthly recurring revenue lost to expired subscriber churn within the reporting period. This metric represents only the MRR lost due to expired subscriber churn, on the day the subscriber churned. MRR is calculated using the subscription recurring price and renewal schedule.
The MRR included for customers with multiple subscriptions depends on when a customer canceled their subscriptions:
|
| Expired churn rate |
The rate at which subscribers passively churned during the reporting period. This metric is displayed as a percent of your average daily active subscribers for the period. See the Churn Rate metric definition for a detailed breakdown of churn rate calculations. |
Upcoming orders
The upcoming orders dashboard provides an in-depth view of all upcoming orders. Search and filter to find specific orders to forecast revenue and effectively plan for inventory and fulfillment.
Upcoming orders available metrics
Metric |
Definition |
|
Gross revenue |
Expected gross revenue from upcoming orders within the reporting period, before taxes, shipping or discounts are included. Includes revenue from both scheduled charges and charges that are not yet scheduled, but are projected based on subscription frequency settings. This metric does not include forecast adjustments for projected growth, churn or order update activity. |
|
Subscription revenue |
Expected gross revenue from subscription items in upcoming orders within the reporting period, before taxes, shipping or discounts are included. Includes subscription item revenue from both scheduled charges and charges that are not yet scheduled, but are projected based on subscription frequency settings. This metric does not include forecast adjustments for projected growth, churn or order update activity. |
|
Add-on revenue |
Expected gross revenue from add-on (one-time) items included in upcoming scheduled orders within the reporting period, before taxes, shipping or discounts are included. This metric does not include forecast adjustments for projected growth, churn or order update activity. |
|
Items |
Expected number of items to be included in upcoming orders within the period. This is the sum of all item quantities across all scheduled and projected orders. This metric does not include forecast adjustments for projected growth, churn or order update activity. |
|
Subscription items |
Expected number of subscription items to be included in upcoming orders within the reporting period. This is the sum of all subscription item quantities across all scheduled and projected orders. This metric does not include forecast adjustments for projected growth, churn or order update activity. |
|
Add-on items |
Expected number of add-on (one-time) items included in upcoming orders within the reporting period. This is the sum of all one-time item quantities across all scheduled orders. This metric does not include forecast adjustments for projected growth, churn or order update activity. |
|
Orders |
Expected number of orders to be processed within the reporting period. Includes all scheduled orders, as well as all orders that are projected based on subscription frequency settings. For stores that sell prepaid subscriptions, prepaid orders (scheduled and projected) are included in this total. This metric does not include forecast adjustments for projected growth, churn or order update activity. |
|
Scheduled orders |
Expected number of scheduled orders to be processed in the reporting period. Scheduled orders are currently queued to be processed on a given day, but can be skipped, rescheduled or edited by the shopper. This metric does not include forecast adjustments for projected growth, churn or order update activity. |
|
Projected orders |
Expected number of orders that are projected to be processed in the reporting period. Projected orders are not currently queued to be processed on a given day, but are projected to be queued after the next scheduled order is processed. For example, a monthly subscription with a scheduled order queued on June 15th would have projected orders on July 15th, August 15th, etc. This metric does not include forecast adjustments for projected growth, churn or order update activity. |
|
Scheduled prepaid orders |
Number of prepaid orders that are currently scheduled to be processed within the reporting period. Prepaid orders are generated when a prepaid subscription is charged, and are scheduled in advance after the prepaid renewal charge date. Example: A prepaid subscription is scheduled to charge every 3 months and ship every month. If the prepaid subscription charged last month, it resulted in the scheduling of 2 prepaid orders that will be included in this count until they are processed. This metric does not include forecast adjustments for projected growth, churn or order update activity. |
|
Projected prepaid orders |
Number of prepaid orders that are projected to be processed within the reporting period. Prepaid orders are generated when a prepaid subscription is charged, and are scheduled in advance after the prepaid renewal charge date. Example: A prepaid subscription that will charge again on June 15th. This prepaid subscription’s renewal cycle will be shown as one regular scheduled order for the charge renewal order (e.g. for June 15th), and 2 projected prepaid orders (for July 15th and August 15th). This metric does not include forecast adjustments for projected growth, churn or order update activity. |
Upcoming by product
The upcoming by product dashboard provides an in-depth view of all upcoming products. See item count, order count, and gross revenue by product and variant.
Upcoming by product available metrics
Metric |
Definition |
|
Gross revenue |
Expected gross revenue from all upcoming orders. Includes revenue from both scheduled and projected orders. |
|
Items |
Total units of this item expected to be included in upcoming orders within the period. This is the sum of all item quantities (subscription or add-on) across all scheduled and projected orders. |
|
Orders |
Expected number of orders that will include at least one unit of this item. Includes scheduled and projected orders, as well as prepaid orders (scheduled and projected). |
FAQ
How are dates calculated in the Home Analytics dashboard?
The Home Analytics Dashboard interprets “Last 30 days” as “the last 30 days where data is available” and would look back to 7/18 if viewed on 8/17.
How is the Gross Subscription Revenue figure shown on the Analytics dashboard calculated?
Dashboard - Gross subscription revenue Recharge’s new subscriptions dashboard includes a Gross Subscription Revenue calculation that tracks all revenue specifically associated with subscription product purchases, including add-on items included in recurring subscription orders.
This is useful for understanding the way subscription-related product purchase revenue breaks down across checkout purchases and recurring orders. To keep the strategic focus on subscription product sales (including add-ons in recurring subscription orders), Recharge does not include non-subscription products purchased at checkout in the gross subscription revenue figure here.
This figure is a gross revenue calculation that displays the line item value of all subscription-related products sold within the period, before taxes, shipping, discounts, or duties are applied. This figure also does not deduct any refunds processed within the period.
This metric is shown as a gross metric so that it can be clearly filtered by product, and divided across the item purchase types (Subscriptions - Checkout, Subscriptions - Recurring, and Add-Ons). Taxes, discounts, shipping, and refunds are applied at the order level, and cannot be accurately divided across item purchase types.
How is the Gross Subscription Revenue figure different from the Total Sales revenue figure shown on the Revenue Overview dashboard?
The Total sales figure shown in the Revenue Overview dashboard in the Analytics suite represents the total revenue associated with all subscription orders. Unlike the “Gross subscription sales” figure shown on the dashboard, this figure includes one-time purchases in checkout subscription orders. This figure, plus the Total Refunds figure, reflects the total processed revenue on which Recharge processing percentage billing is calculated.
Unlike the dashboard revenue figure, the Total sales figure on the Revenue Overview dashboard includes tax and shipping revenue and subtracts discounts and refunds from the total. For these reasons, the figures shown on these dashboards can differ. At first glance, this may appear confusing, however, both metrics have their purposes and should generally be evaluated separately.
How is the Gross Subscription Revenue figure different from the Subscription Revenue figure shown on the Revenue - Revenue KPIs - KPIs by Order Type dashboard?
The Revenue KPIs dashboard includes a breakdown of revenue by order type: Subscription or One-time Only. In this dashboard, all revenue from any order that includes at least one subscription product is considered subscription revenue.
While both metrics are gross figures, meaning they do not include taxes, shipping, discounts, or refunds, the Gross Subscription Revenue metric shown on the Home Analytics dashboard does not include revenue from one-time products purchased at checkout.
For example, if a customer completed a checkout order for a $20/month subscription and three $5 items:
- The KPIs by Order Type on the Revenue KPIs dashboard would attribute $35 worth of revenue to subscription orders
- The Gross Subscription Revenue figure on the Home Analytics dashboard would only attribute the $20 subscription sale
This makes the Gross Subscription Revenue metric a more granular view of subscription purchase activity, and the KPIs by Order Type a more holistic view of all revenue generated from orders that included a subscription product.
Why do my store’s Actions counts appear different on the Analytics dashboard and the Subscriptions by Actions report in the Actions dashboard?
The actions counts shown on the Analytics Dashboard shows only actions taken by customers in the customer portal, whereas the Subscriptions by Actions report shows subscription actions from all sources including the API, merchant portal, SMS, and quick actions.
How does Recharge display Bundles analytics?
There are some considerations when viewing Bundles in the Home Analytics dashboards:
- Recharge only tracks the parent bundle product
- The product forecast is incorrect as bundle contents are not displayed
- The revenue numbers displayed on the Home Analytics are accurate for fixed-price customizable and preset bundles
- Revenue is only allocated to the parent bundle product on orders processed on or after March 26th, 2024 for dynamically-priced bundles
- Revenue in the Analytics dashboards does not include bundles orders processed before this date, and may not be accurate
