Revenue dashboards overview
The Revenue dashboards are a feature within Recharge Analytics. KPIs, or key performance indicators, show the high-level health of your subscription business over time. They are extremely useful in understanding revenue growth, trends, and potential.
Recharge's KPIs break down the active and inactive subscriber count so you are always aware of how many subscribers you have and are able to be aware of any positive or negative trends, based on sales or market exposure.
Before you start
- Subscription dashboards are refreshed daily by 8 AM ET, regardless of your time zone.
- To access the Analytics dashboards, make sure your account has both the Analytics and Home permissions enabled.
Overview
The Revenue dashboards help you evaluate subscription revenue performance, forecast upcoming renewals, and monitor operational risks that impact recurring revenue.
Use these dashboards to:
Measure subscription revenue growth
Compare subscription and non-subscription performance
Forecast short-term revenue from upcoming renewals
Identify payment or inventory errors affecting revenue
Together, these dashboards help you track:
Revenue growth (Revenue Overview)
Short-term revenue forecasting (Upcoming orders)
Revenue risk and recovery (Order errors)
The Revenue Overview dashboard differs depending on whether you use Shopify or BigCommerce.
Access the Revenue dashboards
- Click Analytics in your merchant portal, then select Dashboards.
- Select the Revenue dropdown and choose which report you want to review.
Revenue Overview dashboard for Shopify merchants
The Revenue Overview dashboard provides key insights into your new sales and recurring revenue.
The dashboard lets you track your subscription program's growth relative to total store growth, providing insights into both subscription and non-subscription sales. This dashboard offers a comprehensive view of key metrics, helping you understand the impact of Recharge subscription sales on your overall store revenue.
Use this dashboard to
Measure subscription revenue growth over time
Compare subscription revenue to total store revenue
Evaluate subscription revenue as a percentage of total sales
Compare subscription AOV to one-time AOV
Monitor new subscription checkouts vs recurring renewals
How to interpret the data
Compare subscription revenue trends to total revenue trends to evaluate subscription penetration.
If total revenue grows while subscription revenue percentage declines, review subscription conversion opportunities.
Monitor renewal revenue separately from new checkout revenue to understand acquisition vs retention performance.
Compare AOV values to determine whether subscriptions drive higher-value orders.
Review this dashboard monthly to monitor revenue mix and ensure recurring revenue scales alongside total store growth.
Understanding revenue differences between Recharge and Shopify
Recharge revenue is calculated as:
Gross sales – discounts + tax + shipping
Shopify total sales revenue is calculated as:
Gross sales – discounts – returns + tax + duties + shipping + additional fees
Because Shopify subtracts returns and includes additional fees, totals may differ between Recharge and Shopify Analytics.
See How should I compare my Recharge and Shopify sales and revenue metrics? for guidance on handling discrepancies.
Revenue Overview dashboard for BigCommerce merchants
The Revenue Overview dashboard for BigCommerce merchants provides visibility into subscription revenue and order trends.
Use this dashboard to
Monitor overall subscription revenue growth
Track recurring revenue trends
Measure the impact of promotions or pricing changes
Identify increases or declines in order volume
How to interpret the data
Review revenue and order trends together to detect early growth shifts.
Compare time periods to identify sustained increases or unexpected drops.
Investigate sudden revenue changes to determine whether churn, promotions, or pricing changes contributed.
Revenue Overview dashboard filters and metrics
Filters
Date Range: Sets the reporting period.
Compare date range: Compares your selected period to a previous timeframe.
Date Granularity: Groups data by day, week, month, or quarter.
Product filter: Filters metrics to one or more selected products.
Variant filter: Filters metrics to specific product variants.
Segment filter: Filters metrics to a selected customer segment.
Available metrics for Shopify users
View available metrics (Click to expand)
Metric |
Definition |
| All revenue |
The total revenue from all sales in your store, including both subscription and non-subscription orders. The revenue amount includes tax and shipping, with no deductions for returns or refunds. |
| Subscription |
The total revenue from subscription orders, including revenue from both checkout and subscription orders. This amount reflects the revenue from both subscription and one-time product purchases included in these orders. The revenue amount includes tax and shipping, with no deductions for returns or refunds. |
| Non-subscription |
The total revenue from non-recurring orders in your store that did not include a subscription item. The revenue amount includes tax and shipping, with no deductions for returns or refunds. |
| Revenue by type | The total revenue, broken down into Subscription and Non-subscription revenue. |
| Total revenue - over time | The total revenue, orders processed, and average order value from subscription and non-subscription orders over time. |
| All orders |
The total revenue from subscription orders, including revenue from both checkout and subscription orders. This amount reflects the revenue from both subscription and one-time product purchases included in these orders. The revenue amount includes tax and shipping, with no deductions for returns or refunds. |
| Checkout orders |
The total revenue from checkout orders that included at least one subscription product. This amount reflects revenue from both subscription and one-time items included in these checkout orders. The revenue amount includes tax and shipping, with no deductions for returns or refunds. |
| Recurring orders |
The total revenue from recurring subscription orders. This amount reflects revenue from both subscription and one-time add-on items included in these orders. The revenue amount includes tax, shipping, and other fees, with no deductions for returns or refunds. |
| Activity over time - Subscription orders | The total revenue, orders processed, and average order value from subscription orders over time. |
| Subscription – Checkout | Revenue, units, and orders generated from subscription items purchased during the initial checkout. These represent first-time subscription purchases made through your storefront checkout. |
| One-time – Checkout | Revenue, units, and orders generated from one-time purchase items included in checkout orders that also contain a subscription item. These are non-subscription products purchased at the same time as a new subscription. |
| Subscription – Recurring | Revenue, units, and orders generated from recurring subscription renewal orders. These represent scheduled rebills processed after the initial checkout. |
| One-time – Recurring | Revenue, units, and orders generated from one-time purchase items added to a recurring subscription order. These items are not subscription products but are included in a scheduled renewal order. |
| Activity over time - Subscription order items | The Activity over time chart displays trends for the selected metric, either Gross sales, Quantity, or Avg sales, across the selected reporting period. |
Available metrics for BigCommerce users
View available metrics (Click to expand)
Metric |
Definition |
| All orders | Total revenue from all checkout and recurring subscription orders. Total order revenue is calculated as [gross item sales + tax + shipping + other fees - discounts - refunds], and reflects revenue from both subscription and one-time product purchases included in orders. |
| Checkout orders | Total revenue from checkout subscription orders. Total order revenue is calculated as [gross item sales + tax + shipping + other fees - discounts - refunds], and reflects revenue from both subscription and one-time product purchases included in checkout orders. |
| Recurring orders | Total revenue from recurring subscription orders. Total order revenue is calculated as [gross item sales + tax + shipping + other fees - discounts - refunds], and reflects revenue from both subscription and one-time product purchases included in recurring order |
| Activity over time - Subscription orders | The total revenue, orders processed, and average order value from subscription orders over time. |
| Subscription - checkout | Gross revenue from subscription products included in checkout orders. |
| One-time - checkout | Gross revenue from one-time products included in subscription checkout orders. |
| Subscription - recurring | Gross revenue from subscription product items included in recurring orders. |
| One-time - recurring | Gross revenue from one-time add-on product purchases included in recurring orders. |
| Activity over time - Subscription order items | The Activity over time chart displays trends for the selected metric, either Gross sales, Quantity, or Avg sales, across the selected reporting period. |
Upcoming orders
The Upcoming orders dashboard provides visibility into scheduled subscription renewals. Use it to forecast short-term revenue and prepare for fulfillment.
Use this dashboard to
Forecast upcoming subscription revenue
Plan inventory purchasing and restocking
Prepare fulfillment and shipping operations
Identify high-volume renewal dates
Estimate short-term cash flow
How to interpret the data
Review upcoming revenue trends to anticipate fulfillment demand.
Monitor order counts alongside revenue to identify high-volume days.
Use shorter date ranges for operational planning and longer ranges for forecasting.
Upcoming by product dashboard
The Upcoming by product dashboard breaks down scheduled renewals by product or variant.
Use this dashboard to
Forecast demand for specific SKUs
Identify products with the highest upcoming order volume
Allocate inventory more accurately
Detect products at risk of selling out
How to interpret the data
Compare upcoming item count and revenue across products to identify top-performing SKUs.
Monitor products with concentrated renewal dates to prevent stockouts.
Use this view when making purchasing or production decisions.
Upcoming orders filters and metrics
Filters
Date Range: Sets the reporting period.
Date Granularity: Groups data by day, week, month, or quarter.
Product filter: Filters metrics to one or more selected products.
Variant filter: Filters metrics to one or more selected product variants.
Upcoming orders available metrics
View available metrics (Click to expand)
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 available metrics
View available metrics (Click to expand)
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). |
Order errors
The Order errors dashboard helps you monitor failed renewals, recovery performance, and operational issues that affect recurring revenue.
This dashboard includes:
- Payment error recovery: Understand the lifecycle of orders that originally failed due to payment errors
- Payment errors - 1st attempt: Review daily new initial order errors in your store that specifically occurred during the first attempt to process subscription renewal orders
- Payment errors - retries: Review the performance of retried errors
- Inventory errors: Track order errors related to inventory issues
Payment error recovery
This section shows the status of orders that initially failed due to payment errors.
You can review:
Total failed revenue and order count
Total recovered revenue
Recovery rate
Recovery rate trends over time
Use this section to understand how effectively failed orders are recovered.
Payment errors - 1st attempt
This section shows new payment errors that occurred during the first attempt to charge for the renewal.
You can review:
Error rate and error count
Trends over time
Error type breakdown
Use this section to identify increases in failed renewals at the first attempt.
Payment errors - retries
This section shows revenue and orders recovered through Recharge’s automatic retry system.
You can review:
Total recovered revenue
Total recovered orders
Retry attempt count and success rate
Use this section to evaluate the effectiveness of retries and recovery trends. Note that retry calculations are based on the number of retry attempts per order.
Inventory errors
This section shows orders that failed due to insufficient inventory.
You can review:
Revenue and order count affected by inventory errors
Resolved inventory errors
Use this section to detect operational issues impacting order fulfillment.
Order error filters and metrics
Filters
Date Range: Sets the reporting period.
Compare date range: Compares your selected period to a previous timeframe.
Date Granularity: Groups data by day, week, or month.
Payment error recovery available metrics
The Payment error recovery section contains the following metrics:
View available metrics (Click to expand)
Metric |
Definition |
| Payment errors |
The total revenue associated with all orders that failed initial processing on their scheduled date within the reporting period. The total revenue (after taxes, discount codes, and shipping charges are applied) is the amount that would have been charged during order processing if the order had not failed. |
| Orders | The total number of orders that failed initial processing on their scheduled date within the reporting period. |
| Error rate |
The percentage of attempted orders that failed initial processing on their scheduled date within the reporting period. The error rate is calculated by adding up the daily errors that occurred during the reporting period and then dividing that total by the number of orders that were attempted for processing during the same time. |
| Recovered revenue | The total revenue (after taxes, discount codes and shipping charges are applied) from all orders that failed initial processing, but were successfully recovered within the reporting period. |
| Payment error recovery |
A detailed breakdown of the status of all orders that failed within the reporting period.
Toggle between the # and $ icons to see payment error recovery data displayed by the number of orders affected (#) or by revenue affected ($), and view the following data points:
Note: Recovery rate calculations do not include exited recovery orders.
|
| Recovered since the initial error date |
Visualize the status of orders with errors over the reporting period. Review the data by:
Toggle between the # and % icons to see data displayed by the number of orders affected (#) or by the percentage of orders affected (%). |
Payment errors - 1st attempt available metrics
The Payment errors - 1st attempt section contains the following metrics:
View available metrics (Click to expand)
Metric |
Definition |
| Rate | The percentage of all orders that resulted in an order error in a specified timeframe. |
| Rate by type | The error rate percentages per error type over time. |
| Count | The error count amount visualized over time. |
| Count by type | The error count per error type over time. |
| Revenue | The total revenue attributed to orders with payment errors visualized over time. |
| Revenue by type | The total revenue attributed to a failed payment, categorized by the specific types of order errors associated with each order. |
| Errors by type | The total number of errors categorized by error type. |
Payment errors - retries available metrics
The Payment errors - retries section contains the following metrics
Payment errors - retries available metrics
The Payment errors - retries section contains the following metrics:
View available metrics (Click to expand)
Metric |
Definition |
| Count | The number of retried orders that were recovered versus the number of retried orders that remained in an error state. |
| Retry errors by type | The number of retried orders is based on error type. |
| Recovered revenue | The total daily recovered revenue is visualized over time. |
| Recovered revenue by type | The amount of recovered revenue is categorized by error type. |
| Retry success rate | The percentage of orders that were recovered through successful retries. |
Inventory errors available metrics
The Inventory errors section contains the following metrics:
View available metrics (Click to expand)
Metric |
Definition |
| Inventory errors | The revenue associated with orders that could not be processed due to inventory errors within the reporting period. |
| Inventory errors: Orders | The total number of orders that could not be processed due to inventory errors within the reporting period. |
| Inventory errors - resolved | The revenue associated with orders that originally failed as inventory errors, but were resolved during a specified period. |
| Inventory errors - resolved: Orders | The total number of orders associated with orders that originally failed as inventory errors, but were resolved during a specified period. |
| Activity over time: Count | The number of resolved and unresolved orders that had inventory-related errors. |
| Activity over time: Revenue | The total revenue associated with resolved and unresolved orders that had inventory-related errors. |
