Analytics dashboards: Subscriptions docs

Dashboards show how your subscription business is doing over time: revenue, new and lost subscribers, renewals, failed payments and what's coming up. Open Subscriptions → Analytics → Dashboards, then pick a tab along the top.

Read a dashboard

Pick a tab

Start with Overview. Its Top Insight card shows the most important finding across your dashboards, and Explore More links to the detailed tabs.

Set the dates

Choose Last 7 days, Last 30 days (the default), Last 90 days, Last 6 months, Last 12 months or Custom. Upcoming Orders looks forward, so its choices read Next 7 days and so on.

Compare and group

Use Compare to: (Previous period, Previous year or No comparison) and Display: (Daily, Weekly or Monthly).

Download

Choose the Export data icon to download the dashboard's data as a CSV file.

What each dashboard shows

Tab	What it shows
Overview	Top Insight, revenue (total, subscription, non-subscription, monthly revenue lost to cancellations), subscriptions and subscribers gained and lost, subscriber cancellations, and email delivery for your notifications.
Revenue	Subscription vs. non-subscription revenue with orders and order size for each, subscription orders split into checkout and recurring orders, and subscription order items by type.
Subscriptions	Active, new, reactivated and cancelled subscriptions, same-day cancellations, cancellations before the first recurring order, renewal schedules, cancellations by type, and performance by product, SKU or variant.
Customers	Active, new, reactivated and cancelled subscribers, with average subscriptions, orders and active days per subscriber.
Actions	What customers, your team, automations and Shopify did: activations, cancellations, reactivations, swaps, skips, pauses, resumes, discounts, one-time add-ons, date, frequency and quantity changes, and portal logins.
Churn	Cancellations, by customer or by subscription.
Cohorts	Retention, revenue and orders by month for groups of customers or subscriptions that started in the same month.
Lifetime	Average lifetime revenue and orders over 13 months, for the starting months you choose.
Checkout	How many checkout orders include a subscription, subscription vs. one-time units, new and returning customers, and whether new subscribers subscribed on their first order.
Renewal Rate	Renewals scheduled vs. processed, what happened to renewals that didn't go as scheduled, how many days ahead customers acted, rescheduled subscriptions and actions by product.
Upcoming Orders	Scheduled and projected charges for future dates: revenue, units and orders, and upcoming units by product.
Order Errors	Payment errors, recovered revenue, recovery rate, outcomes of each failed payment, errors by type, retry results and inventory errors.
Benchmarks	Your numbers next to an industry reference. See Benchmarks and insights.

Find recovered revenue

Open the Order Errors tab. The Payment error recovery section shows Payment errors, Recovered revenue and the recovery rate. Each failed payment ends up as Recovered, Lost via passive churn (payment never went through), Lost via active churn (the customer cancelled), Stalled, In recovery or Exited recovery. Payment errors leave out inventory, Shopify and store setup failures, and amounts are before tax.

New workspaces

While Chargezen is still building a workspace's subscription history, a banner says so and the subscription, subscriber, cancellation and cohort figures stay hidden. They appear as soon as it finishes.

Troubleshooting

My numbers don't match the Shopify reports

Dashboards count subscription orders and charges recorded by Chargezen, in your shop currency. Check that you're comparing the same dates and the same kind of order (checkout, recurring or both). Order Errors warns you when some recovered orders use a different currency than the shop.

I need the list of customers behind a number

Use a report. Reports list the individual customers, contracts, orders and charges, and can be emailed as CSV.

How do I see who made a change?

On the Actions tab, set Source to Customer, Merchant, Automation or Shopify. For one subscription, open it and read its Logs.

Subscription analytics: what Chargezen measures for you.
Glossary: monthly recurring revenue, cohort analysis, renewal rate, involuntary churn.

Analytics dashboards