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. |
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. |
|
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. |
|
Subscription - AOV |
The average order value of all subscription orders processed in your store. |
|
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. |
|
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. |
|
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. |
|
Checkout orders - Orders |
The total number of checkout orders that included at least one subscription product. |
|
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. |
|
Recurring orders - Orders |
The total number of recurring subscription orders processed in your store. Includes both regular and pre-paid orders. |
|
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:
|
|
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:
|
|
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. |
|
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
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 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. |
|
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 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. |
|
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
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. |
|
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. |
|
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. |
