Revenue dashboards
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.
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
The Revenue Overview dashboard provides key insights into your new sales and recurring revenue. With this dashboard, track order and revenue trends across your subscription program.
Filters
The following filter options are available through the Revenue Overview dashboard:
- Use the Date Range option to set the time frame for your data.
- Use the product filter to filter metrics to specific products or variants.
Available metrics
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 |
| 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. |
Legacy Revenue Overview dashboard
The Overview dashboard provides key insights into your new sales and recurring revenue. With the Overview dashboard, you can examine how your business is performing, and keep track of the refunds you’re processing. This dashboard is available to all merchants.
Filters
Use the Date Granularity option to segment your data by days, weeks, months, or quarters.
Use the Date Range option to set the time frame for your data.
Available metrics
View available metrics (Click to expand)
Metric |
Definition |
|
Total Net Sales |
The total dollar amount for all sales processed within the specified date range. The Total Net Sales amount is calculated by subtracting the refund amount processed from the Total Gross Sales processed in the specified date range. |
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Recurring Sales |
The percentage of the Total Net Sales that were processed from recurring charges. |
| Avg Charge Value - Checkout |
The average dollar amount for orders processed through the checkout. This metric is calculated by dividing the Total Net Sales processed by the number of checkout charges processed in the specified date range. |
| Avg Charge Value - Recurring |
The average recurring charge amount. This metric is calculated by dividing the Total Net Sales processed by the number of recurring charges processed in the specified date range. |
| Total Sales: Recurring vs Checkout | Compares the daily Total Net Sales amount processed via the checkout versus the Total Net Sales amount processed through recurring orders. |
| Total Refunds |
The total dollar amount refunded in the specified date range. |
| Checkout Refunds |
The total dollar amount refunded for checkout orders in the specified date range. |
| Avg Refund Value - Checkout |
The average dollar amount refunded for orders processed through the checkout. |
| Avg Refund Value - Recurring |
The average dollar amount refunded for recurring orders. |
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Total Refunds: Recurring vs Checkout |
The daily dollar amount refunded for checkout orders versus the dollar amount refunded for recurring orders. |
Subscription vs. non-subscription metrics
- Shopify Checkout Integration
- Migrated Shopify Checkout Integration
The Subscription vs. non-subscription revenue dashboard tracks the growth of your subscription program 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.
Subscription vs. non-subscription available metrics
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. |
|
All revenue - Orders |
The total number of orders processed in your store, including subscription and non-subscription orders. |
|
All revenue - AOV |
The average order value of all orders processed in your store, including subscription and non-subscription orders. |
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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. |
|
Subscription - Orders |
The total number of subscription orders processed in your store for both checkout and recurring orders, and includes both regular and pre-paid orders. |
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Subscription - AOV |
The average order value of all subscription orders processed in your store. |
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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. |
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Non-subscription - Orders |
The total revenue from non-recurring orders in your store that did not include a subscription item. |
|
Non-subscription - AOV |
The average order value of non-recurring orders in your store that did not include a subscription item. |
|
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. |
|
All orders - Orders |
The total number of subscription orders processed in your store from both checkout and recurring orders, and includes both regular and pre-paid orders. |
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All orders - AOV |
The average order value of all subscription orders processed in your store. |
|
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. |
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Checkout orders - Orders |
The total number of checkout orders that included at least one subscription product. |
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Checkout orders - AOV |
The average order value of checkout orders that included at least one subscription product. |
|
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. |
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Recurring orders - Orders |
The total number of recurring subscription orders processed in your store. Includes both regular and pre-paid orders. |
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Recurring orders - AOV |
The average order value of subscription recurring orders. |
|
Activity over time |
The total revenue, orders processed, and average order value from subscription orders over time. |
|
Total Active Subscribers |
The total number of active subscribers at the conclusion of the reporting period. This number is further broken down into the following groups:
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Total active subscriptions |
The total number of active subscriptions at the conclusion of the reporting period. This number is further broken down into the following groups:
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Growth and retention |
A detailed breakdown of subscribers and their subscriptions. Use the toggle to switch between Subscribers and Subscriptions, allowing you to view the counts of existing, new, reactivated, and churned subscribers and subscriptions. |
|
Subscription frequency |
Lists the number of active subscriptions, and the number of subscribers subscribed to specific frequencies. |
Calculating revenue in Recharge and Shopify
It's important to understand how Recharge and Shopify calculate total revenue, as there are a few differences:
- Recharge revenue - Recharge revenue is calculated by taking gross sales, subtracting discounts, and then adding tax and shipping costs
- Shopify revenue - Shopify's total sales revenue is calculated by taking gross sales, subtracting discounts and returns, and then adding tax, duties, and shipping costs, plus any additional fees
Shopify's total sales figure adds other fees and subtracts product returns, which may result in varying data between Recharge and Shopify Analytics. See How should I compare my Recharge and Shopify sales and revenue metrics? to understand how to handle discrepancies with total revenue data.
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
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. |
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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. |
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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
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). |
Legacy Future Revenue Planning dashboard
The Future Revenue Planning metrics allow you to forecast sales trends for your business and prevent charge errors before they occur.
This dashboard is set to display future store metrics for the next 30 days. Use the Filter option to change the Date Granularity or the Date Filter.
This dashboard is available to all merchants.
Available metrics
View available metrics (Click to expand)
Data groupings |
Metric |
Definition |
|
Recurring Orders in Queue
|
Revenue in Queue |
The total dollar amount for upcoming charges scheduled in the time period specified. |
|
Orders in Queue |
The total number of upcoming orders scheduled in the time period specified. |
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| Dunning Revenue in Queue |
The total dollar amount for upcoming charges with previous errors scheduled in the time period specified. |
|
| Dunning Orders in Queue |
The total number of upcoming orders with errors within the time period specified. |
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| Future Revenue graph |
An overview of upcoming queued and dunning revenue for the time period specified. The total amounts are displayed per the date granularity set in the filter. |
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Projected Net Sales
|
Previous Period Net Sales |
The Total Net Sales for the equivalent time period preceding the time period specified using the date filter. Compare this metric to the "Projected Net Sales" metric for insights into the health of your business. |
| Projected Net Sales | The Total Net Sales projected for the selected timeframe. | |
| Percent Change | The period-over-period growth percentage between the "Previous Period Net Sales" and the "Projected Net Sales". | |
| Projected Net Sales graph |
This graph examines the data points used to calculate the Projected Net Sales. Queued Revenue - The total estimated queued revenue. This is calculated by adding the Revenue in Queue metric to the Dunning Revenue in Queue metric. Est Unrealized Queued Revenue - The estimated total revenue that may be deducted from the Queued Revenue amount due to cancellations or processing errors. Est New Checkout Revenue - The estimated total revenue amount expected to come from checkout orders in the specified time period. Est New Recurring Revenue - The estimated total coming from new subscriptions starting within the specified time period. Est Tax, Shipping, and Discounts - The total net amount of taxes, shipping, and discounts. Est Refunds - The total estimated refund amount for the time period specified. Total - The six data points are added to calculate the Projected Net Sales. |
Order errors
The Order Errors dashboard helps you track:
- How errors affect order processing
- The recovery rate
It also offers insights into recovery trends, the most common errors impacting your store, and error patterns over time.
Use this data to understand how errors affect order processing, and learn more about the most common error types your store experiences. The dashboard is divided into four sections:
- 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
Filters
Use the filters at the top of the dashboard to filter and compare by specific dates, plus display the data in daily, weekly, monthly, or quarterly groups.
Payment error recovery
Use the Payment error recovery section to understand the status of orders that initially failed due to payment errors over a specific reporting period. The Payment error recovery section details how many orders were recovered, lost, or remain in recovery.
This section includes:
- The total revenue associated with errors, plus the number of failed orders, as well as the error rate, within the reporting period
- The total recovered revenue from orders that initially failed but were then successfully processed during the reporting period
- The recovery rate for the reporting period
- A chart to visualize the recovery rate trends for the reporting period
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. |
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Payment error recovery |
A detailed breakdown of the status of all orders that failed within the reporting period.
In recovery: Orders that originally failed, and have not yet been recovered or lost. 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:
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Recovered since 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
Use the Payment errors - 1st attempt section to review your store's new payment errors. This section includes:
- The error rate and error count for the date specified
- The activity over time graph which allows you to visualize your store's performance over time by error rate and count
- Further explore store data using the Rate by type or Count by type visualizations to understand order errors by type
- The total amount of order errors grouped by error type
Order errors - 1st attempt available metrics
The Order 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. |
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Count by type |
The error count per error type over time. |
| Revenue |
The total revenue attributed to orders with payment errors visualized over time. |
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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
Use the Payment errors - retries section to understand how many errored orders you recovered due to Recharge's automatic retry capabilities. This section includes:
- The total amount of revenue recovered in the specified period
- The total number of orders that were recovered in the specified period
- The Retry Attempts chart which lets you visualize the retries by count, type, and success rate
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 based on error type. |
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Recovered revenue |
The total daily recovered revenue visualized over time. |
|
Recovered revenue by type |
The amount of recovered revenue categorized by error type. |
|
Retry success rate |
The percentage of orders that were recovered through successful retries. |
Inventory errors
Use the Inventory errors section to understand how many orders have inventory-related errors. This section includes:
- The total revenue and order count related to Insufficient inventory errors period
- The total number of inventory errors resolved during the reporting period
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. |
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Inventory errors: Orders |
The total number of orders that could not be processed due to inventory errors within the reporting period. |
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Inventory errors - resolved |
The revenue associated with orders that originally failed as inventory errors, but were resolved during a specified period. |
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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. |
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Activity over time: Count |
The number of resolved and unresolved orders that had inventory-related errors. |
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Activity over time: Revenue |
The total revenue associated with resolved and unresolved orders that had inventory-related errors. |
Revenue KPIs
The Revenue KPI dashboard allows you to view data from both Recharge and your ecommerce platform, such as Shopify. Use the Revenue KPI dashboard to see how your sales in Recharge for both subscription and one-time product add-ons compare to one-time-only sales made through your ecommerce solution.
With this dashboard, you can:
- Compare sales for both subscriptions and one-time orders processed through Recharge with your one-time-only orders processed in Shopify.
- Make informed advertising decisions with insights into the type of customers that prefer subscriptions or one-time products.
- Understand the purchase pattern of your customers.
- Drill down and export store data at the order levels.
Filters
The following filter options are available through the Revenue KPI dashboard:
- Date Granularity: Segment your data by days, weeks, months, or quarters.
- Include One-times: Include data about one-time products purchased through Shopify, or added to a subscription in Recharge.
- Date Range: Set the time frame for your data.
- Customer Signup: View data based on a customer's sign-up date.
Available metrics
View available metrics (Click to expand)
Data groupings |
Metric |
Definition |
|
Subscription and One-time Combined: These data points relate to subscription orders processed in Recharge, and one-time orders processed in your ecommerce platform over the past 12 complete months. |
Total Gross Sales |
The total gross sales processed over the past 12 complete months. The gross sales amount only considers the unit price for the product. This amount does not reflect discounts applied, refunds, or tax and shipping amounts collected. |
|
Orders per Customer |
The average number of orders a customer will place in their lifetime as a customer. |
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Avg Order Value (AOV) |
The average value of all orders that occurred within the filtered period. | |
| Avg Revenue Per User (ARPU) | The average amount a customer will spend in their lifetime for both subscription and one-time orders. | |
|
Total Gross Sales chart |
Total Gross Sales |
The total gross sales processed segmented by date granularity. Sales data is split between subscription orders and one-time orders processed in Recharge and one-time orders (if any) processed in Shopify. |
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Customer by Order Type KPIs Compares KPIs based on One-time, Subscription, and One-time and Subscription Only.
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Customer Order Type |
Customers are organized into different cohorts based on their purchases. Customers who are assigned multiple order types in the filtered date range are counted towards each order type. For example, if a customer purchased a one-time product from Shopify, they would be included in the one-time-only category. If the customer purchased a subscription later in the month, they would also be included in the subscription order type.
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| Gross Sales |
The sum of all sales by order type. The gross sales amount only considers the unit price for the product. This amount does not reflect discounts applied, refunds, or tax and shipping amounts collected. |
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| Orders |
The total number of orders processed in the time period set. |
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Customers by Order Type |
The total number of customers who made a purchase in the time period set. |
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| Orders per Customer |
The average number of orders each customer placed in the time period. |
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| AOV |
The average value for all orders in each cohort for the time period specified. |
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ARPU by Order Type |
The average revenue per user. This amount is determined using the revenue generated by each customer since their initial subscription purchase or one-time-only purchase. |
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Order Sequence (Customer) |
Order Sequence (Customer) |
A visual representation of the average customer's journey. You can also drill down into this metric to see a breakdown by customer number. Customers are grouped together by purchase type based on their first six charges. The graph then displays each cohort and determines if they're in one of the following groups:
Use the following filter options to gain additional insights into your customers:
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