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.
- Select Revenue and choose which report you want to review.
Revenue Overview
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 |
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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. |
Future Revenue Planning
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 |
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Recurring Orders in Queue
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Revenue in Queue |
The total dollar amount for upcoming charges scheduled in the time period specified. |
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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. |
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| 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
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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 cancelations 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. |
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. This dashboard is exclusively available to Recharge Pro merchants.
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 Onetimes: 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 |
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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. |
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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. | |
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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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