Reports dashboards
The Reports dashboards are a feature within Recharge Analytics that allow you to see how your business is doing compared to others in the same vertical, understand the actions customers take with their subscriptions, and determine how your marketing campaigns are performing.
Access the Reports dashboards
- Click Analytics in your merchant portal.
- Select Reports and choose which report you want to review.
Industry Benchmarks dashboard
This dashboard examines six Key Performance Indicators (KPIs) for your business, while also providing insights into how your business compares to those in the same industry. This dashboard is available to all merchants.
Datapoints for each KPI are split into Store Metrics and Industry Comparison.
- The Store Metrics data points allow you to analyze your business data and confirm what percentile your business falls into within the industry.
- The Industry Comparison graphs compare where you stand in relation to businesses in the same industry. Now you know exactly what you need to do to move into your competitor's groupings.
While the MRR, Churn Rate, ACV, and AOV will stay the same regardless of the vertical, the percentile metrics will change if you update the filter. For example, a store may display in the 90th percentile in the Food & Beverage vertical, but only 8% in the Fashion & Apparel vertical. In both cases, their MRR stays the same.
Filters
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 | Displays the Total Sales processed for the specified date range (Gross Sales amount - all refunded amounts for that time period). |
| Avg Revenue per User (ARPU) | Displays the average amount of money a customer is expected to spend in your business during their lifetime. |
| Avg Order Value (AOV) | Displays the average order amount across your customers for the last 12 months. |
| Avg Active Days | Displays the average number of das customers are active, and compares that with other stores in the same industry. |
| Monthly Recurring Revenue (MRR) | Displays the average Monthly Recurring Revenue amount for your store over the past 12 months. |
| Avg Monthly Churn Rate |
The average monthly churn rate for your store across the last 12 months. You can use the Revenue Trends dashboard to calculate the Churn Rate for each month in the period. |
Actions dashboard
The Customer Actions dashboard highlights trends in the actions your customers take within their customer portal, SMS, Quick Actions, as well as actions taken by an admin. This dashboard is available to all merchants.
Gather more insights into customer behaviors
Click on any one of the eight data tiles to drill down into your store analytics.
Review a list of customer actions, and use the Original Value and New Value columns to understand the changes customers are making.
Filters
Use the Date Range filter to set a specific time frame for your data.
Use the Customer Signup filter to specify the customer cohort you wish to examine.
Filter your data by source using the Action Source option. You can use the following options as an Action Source:
Action source |
Example |
| API | Your developer used the API to bulk update the charge dates for over 1000 customers. |
| Quick Actions | A customer interacted with a Quick Actions email to add a one-time product to their order. |
| SMS | A customer responded to an SMS to swap their upcoming subscription product. |
| Customer portal | A customer canceled their subscription through their customer portal hosted on Recharge. |
| Store Admin | You added an additional product to the customer's subscription. |
| Recharge Admin | A Recharge employee updated the charge date for an individual customer's subscription. |
| Other | Any action that does not belong in one of the above methods. |
Available metrics
Note: Prepaid Skips are not currently a supported metric and are not reflected in the Actions reporting dashboards.
Subscriptions by Action metrics (Click to expand)
Metric |
Action definition |
Metric definition |
| Swaps | Customers can swap an existing subscription product with another product available on your store. | The total number of times all customers swapped to a new subscription product. |
| Skips | Customers can skip an upcoming order, which sets the order date to the next available charge date depending on the subscription frequency (ie. if a customer skipped their monthly charge queued for April 2, 2021, the next charge would be scheduled for May 2, 2021). | The total number of times all customers skipped their upcoming orders. |
| Reactivations | Customers can reactivate and continue their subscriptions if they previously churned. | The total number of times all customers reactivated a previously canceled subscription. |
| Add Onetime | Customers can add individual products as one-time orders to their upcoming subscription orders. | The total number of times all customers added a one-time product to their subscription. |
| Apply Discount | Customers can apply price or percentage-based discounts to their upcoming orders. | The total number of times all customers applied a discount to their subscription. |
| Change Order Date |
Customers can modify their order dates to receive shipments based on their needs. Changing the order date works differently from skipping an upcoming order, as customers can set the specific date they wish to receive their next subscription order. Orders delayed through Recharge Quick Actions are included in this metric. |
The total number of times all customers changed the order date on their upcoming subscription. |
| Change Quantity | Customers can increase or decrease the number of subscription products they receive. | The total number of times all customers changed the quantity of their subscription. |
| Change Frequency | Depending on your frequency settings, customers can modify how often they receive their subscriptions. | The total number of times all customers adjusted their subscription frequencies. |
Subscriptions by Source metrics (Click to expand)
These dashboards provide information on effective source methods, giving you an insight into where your customers are most often interacting with their subscriptions. This information can be used to ensure that you're investing your resources in the right areas.
Metric |
Definition |
|
Active Subscriptions
|
Displays the source used to perform an action on active subscriptions. |
| Cancelled Subscriptions | Displays the source used to perform an action on canceled subscriptions. |
Customers by Action metrics (Click to expand)
Data table options |
Metric |
Metric definition |
| Customer Count - Overview: Displays an overview of your customers who performed an action, versus the number of customers who did not interact with their subscription. | Actions | Displays Any Action to group customers together. |
| # of Customers with Actions | Displays the number of customers who performed the specific action out of all the possible customers in your store. | |
| # of Customers without Actions | Displays the total number of customers who did not perform an action in your store. | |
| AOV with Actions | Displays the average order value for customers who performed an action in your store. | |
| AOV without Actions | Displays the average order value for customers who did not perform an action in your store. | |
| ARPU with Action | Displays the average customer value for customers who performed an action in your store. | |
| ARPU without Actions | Displays the average order value for customers who did not perform an action in your store. | |
| Customers by Action: Displays insights into customer actions per total customer count. This data provides helpful insights into your business, allowing you to determine if customer actions impact both the Average Order Value and the Average Revenue Per User. |
Actions | Displays the specific action a customer can perform on your store. |
| # of Customers with Actions | Displays the number of customers who performed the specific action out of all the possible customers in your store. | |
| # of Customers without Actions | Displays the total number of customers who did not perform that specific action in your store. | |
| AOV with Actions | Displays the average order value for customers who performed a specific action in your store. | |
| AOV without Actions | Displays the average order value for customers who did not perform a specific action in your store. | |
| ARPU with Actions | Displays the average customer value for customers who performed a specific action in your store. | |
| ARPU without Actions | Displays the average order value for customers who performed a specific action in your store. |
Media Attribution dashboard
The Media Attribution dashboard allows you to track the source of your customers based on UTM parameters and tells a story of how customers interact with your product post-checkout. UTM parameters are captured when a customer clicks on a campaign ad with UTM data. This dashboard is exclusively available to Recharge Pro merchants.
Tip: If you see the sign-up prompt for Media Attribution, you have not set up your UTM parameters correctly. Click Learn More or contact the Recharge support team to set up your UTM parameters.
Filters
The Cohort (Customer Signup) option lets you filter your data to a specific customer cohort.
Use the Date Granularity Customer option to specify how you would like the data grouped.
Comparing Recharge data to other platforms
Recharge uses the Last Interaction attribution method to display data in the Media Attribution dashboard.
The Last-Interaction attribution method gives credit to the ad your customer engaged with before making their purchase, which is beneficial in measuring the direct impact of campaign clicks to purchase. This data is helpful for retargeting campaigns and is the standard for most Analytics software.
You may notice data discrepancies depending on the attribution model a third-party platform is using. Some platforms will use the First Interaction attribution model, which attributes a purchase to a campaign within a given time frame, for example, within seven days.
Available metrics
View available metrics (Click to expand)
Section |
Metric |
Metric definition |
| Overview | Total Gross Sales | The total amount of revenue processed from customers that have signed up through a campaign. |
| Total Customers | The total number of customers that have signed up through a campaign. | |
| Avg Order Value (AOV) | The average value of all orders that have occurred since signup. | |
| Avg Revenue per User (ARPU) | The average revenue generated by each customer since signup. | |
| Revenue by Channel | Displays the revenue per source based on the cohort set using the filter. | |
|
KPIs by Channel Displays various key performance indicators per source. This data helps you understand high-level business metrics per customer source. You can compare total revenue, charges per customer, and even Average Order Value per source, to see if your advertising measures have paid off. |
Source | The channel where a customer interacted with your ad. |
| Medium |
The method that sent traffic to your site. For example, most customers who interact with a social media link are displayed in the "social" medium. |
|
| Gross Sales |
The total sales processed from customers clicking on a campaign since subscribing. |
|
| Checkout % |
The percentage of checkouts that were completed after a customer accessed the checkout page. |
|
| Orders |
The number of orders processed since sign up. |
|
| AOV |
The average value of all orders that have occurred since signup. |
|
| ARPU |
The average revenue generated by each user since signup. |
|
| Customers |
The number of customers that signed up from a specific campaign. |
|
|
Active Customers |
The number of customers, as of yesterday, that are active since signup. |
|
| Cancelled % |
The percentage of total customers that have canceled. |
|
| Refunds |
The amount of revenue returned through partial or full refunds. |
Discount Code Attribution dashboard
The Discount Code Attribution dashboard provides you with insights into how your discount codes are performing, and customer behaviors upon checking out with a discount code.
This dashboard is exclusively available to Recharge Pro merchants.
Filters
The Customer Signup option lets you filter your data to a specific customer cohort.
Use the Date Granularity option to specify how you would like the data grouped.
Metrics
Available metrics (Click to expand)
Section |
Metric |
Definition |
| Overview | Total Gross Sales | The total value for all orders using discount codes within the specified time period. |
| Total Customers | The total number of customers, new and existing, who used discount codes in the specified time period. | |
| Avg Order Value (AOV) | The average order value for all orders that had discount codes applied to them. | |
| Avg Revenue per User (ARPU) | The average revenue generated per customer for the specified time period when a discount code is applied to their order. | |
| Revenue by Discount Code |
A breakdown of the total revenue for orders containing a specific discount code. Both checkout and recurring orders in the time period specified are grouped together by discount code. The daily revenue for all orders containing that discount code is calculated and displayed as a different color on the bar graph, allowing you to see which discount codes bring in the most revenue. |
|
|
KPIs by Discount Code Customers are grouped together by the discount code used when signing up, providing insights into key performance indicators as customers continue their subscriptions. |
Revenue | The total net sales generated by customers using a specific discount code at the checkout for the time period specified. |
| Orders |
The total number of orders processed since signup where the specified discount code is applied. This only applies to orders where the discount code was initially added at checkout. Refer to the Actions dashboard for more information on discount codes applied to recurring orders. |
|
| Customers | The total number of customers that used the specified discount code at the checkout. | |
| AOV | The average order value for all orders in the time period specified that have occurred since the discount code was used at the checkout. | |
| ARPU | The average revenue per user since using the discount code at the checkout. | |
| Active Customers | The total number of active customers since checkout that have the specified discount code applied to their order. | |
| Cancelled Percent | The percentage of customers who applied this discount code at checkout and have since canceled. | |
| Refunds |
The total amount of revenue returned to customers who used the specific discount code at the checkout. This metric includes both full and partial refunds. |
|
| Charges per Customers | The average number of charges from each customer since checking out with the discount code specified. |
Single-use discount codes
Single-use discount codes are discount codes that have set the discount code to expire after one use, as well as limiting the discount code to one subscription per customer. See Application limits to learn more.
These discount codes are typically created to only be used by one customer. Single-use discount codes are displayed as a separate line on the KPIs by Discount Code chart.
Note: Discounts created by a workflow tool, such as Workflows by Recharge or a third-party application will not appear in this dashboard.
