Dashboard & Analytics

By the end of this page, you'll know how to scope the Subscriby dashboard to exactly the slice you care about, read every metric it surfaces, and pull a snapshot out as a PDF, spreadsheet, or plain-text report.

Subscriby ships two distinct dashboards that share a common toolbar and visual language but each tailor their KPIs, charts, and tables to their scope:

• Overall Dashboard — your portfolio view across every project you own or are a team member of. The first page you see after signing in when no project is selected.
• Project Dashboard — drill-down view for a single project. Activated as soon as you pick a project from the top-left selector, or by visiting a project's URL directly.

Switching between the two dashboardsCopy Anchor Link

• Open the project picker at the top-left of the sidebar.
• Pick a project → you land on that project's Project Dashboard.
• Click Back to Main Dashboard in the sidebar (or clear the project selection) → you go back to the Overall Dashboard.

Filters, period settings, and comparisons all behave identically in both modes — only the metrics, charts, and tables differ.

The toolbar (shared)Copy Anchor Link

Across the top of both dashboards is a toolbar with three groups: time controls, filters, and actions.

Period selectorCopy Anchor Link

The period dropdown controls the time window every metric covers.

Changing the period refreshes every card, chart, and table on the page.

Custom date rangeCopy Anchor Link

Next to the period dropdown is a date-range picker. Pick a start and an end date and every metric on the page recalculates against exactly that window — useful for reporting on a campaign, a launch week, or a specific month that no preset covers.

Clear the picker to hand control back to the period dropdown. The picker is hidden on narrow screens, where the period presets carry the whole job.

Comparison selectorCopy Anchor Link

Next to the period picker, the compared to dropdown sets the baseline for the trend indicators (green up / red down arrows you'll see on metric cards):

• Previous period (default) — if you're looking at the last 30 days, compare to the 30 days before that.
• Same period last year — good for seasonal or annual-cycle businesses.
• Last month
• Last quarter
• Last 6 months
• Last 12 months

The filter barCopy Anchor Link

The Filter by bar has three multi-select, searchable listboxes:

Filters stack — narrow to "Active status on the Pro plan paid via Stripe Live" and every chart, gauge, and table responds in real time. Each listbox is searchable, so typing into the trigger filters the option list as you go.

Reset filtersCopy Anchor Link

If you've set many filters and want to go back to the defaults, click Reset Filters (top-right of the toolbar). It restores:

• Period: Last 30 days
• Custom date range: cleared
• Compared to: Previous period
• All filter listboxes: cleared

ExportCopy Anchor Link

To the left of Reset Filters sits the Export dropdown. Use it to download the current view as a file in any of four formats:

Whatever filters and period preset you have set are baked into the file — exporting "Last 90 days, Stripe Live only" gives you a report scoped to exactly that slice. A custom date range is the one control an export does not carry: the file always reports the period preset, so its filename and range line stay predictable across downloads.

Overall DashboardCopy Anchor Link

The Overall Dashboard answers: "How is my entire portfolio doing?"

KPI stripCopy Anchor Link

Nine cards in a horizontally scrollable strip. Each shows the metric's title, the current value, a trend against the comparison baseline, and a sparkline of the metric's recent shape.

Reading the trend and the sparklineCopy Anchor Link

Three details are worth knowing, because they are deliberate rather than accidental:

• Rate metrics move in points, not percent. Churn Rate and Trial Conversion show pp (percentage points) — a churn rate going from 4% to 5% is +1pp, not +25%. Reporting a percentage change of a percentage is how a rounding wobble reads as a crisis.
• Down is good for churn. Churn Rate's arrow is inverted: falling churn shows green.
• A metric with no honest daily series draws no chart. Rather than a flat line at zero, cards whose underlying metric has no meaningful day-by-day shape simply show the value and the trend. Where a rate does have a daily series, the sparkline plots its numerator — churn per day on a small base is either 0% or 100%, which tells you nothing.

The Portfolio cardCopy Anchor Link

Below the KPI strip, the account dashboard shows what only the account can: one Portfolio card that ranks your projects and shows how the whole splits.

The top half is a leaderboard, one row per project, ranked by revenue in the window. The top five projects each get a colour and a row of their own; the rest fold into an Other row at the bottom. A row carries the rank, the project's name with the icons of its live connectors, a bar proportional to the leader's revenue, a 30-day sparkline of that project's daily revenue, the revenue with its share of the window's total, and the project's active members. The card's corner shows the revenue the ranking adds up to.

The bottom half, How the whole splits, is four segmented bars, each with its total and a legend of every segment's value and share: Revenue by Project, Members by Project (active subscribers), Revenue by Plan Kind (subscriptions, passes, pass series) and Kept vs Fees (what stayed with you against what went to fees). A bar with nothing in it reads No data. The per-project fee, transaction, currency and outcome donuts live on each project's dashboard; the account keeps fees as a KPI card and payment outcomes as the Payment Success gauge below.

The Cash flow cardCopy Anchor Link

To the right of the Portfolio card sits Cash flow. Its two figures follow the toolbar window like every other card: Money in is the gross amount your members paid, and Fees out is what the gateways and the platform took from it. Under them, a bar chart shows the last six calendar months of money in, oldest first, with the current month drawn in colour and the five before it in grey, so you can see where the window's figure sits in the run of months around it. Hover a bar for that month's exact money in and fees.

The callout at the bottom reads the month so far: what has come in since the 1st, how that compares with the same number of days of the previous month (a comparison on the 5th is never read against a whole month), and the pace, which is the month so far scaled to the whole month. An account with no payments yet shows No payments yet in place of the bars.

Bar chartsCopy Anchor Link

• Revenue per Project — top 10 projects by gross USD in the window.
• Revenue by Payment Provider — gross USD broken out per provider (Stripe, PayPal, Razorpay, …).

Plan Mix Over TimeCopy Anchor Link

A stacked area chart showing which plans carry your revenue, month by month, across your whole portfolio. Your top five plans get their own band; everything else is grouped into Other plans, because a chart with fourteen bands is a colour puzzle rather than an answer.

Use it to spot a shift you would miss in a single revenue total — one plan quietly overtaking another, or a launch tier that peaked and faded.

When there is no plan revenue in the selected window the card says so rather than drawing an empty chart.

GaugesCopy Anchor Link

A Subscriber Health card surfaces two gauges:

• Retention — (active at window start − canceled in window) / active at window start × 100. The percentage of your starting active base that you held onto.
• Trial Conversion — same value as the KPI card, visualised as a gauge for at-a-glance reading.

TablesCopy Anchor Link

• Top Performing Projects — name, the connectors the project runs on (icon and name; icons alone when it runs several, a dimmed icon for an installation that is not operational), active subscribers, transactions, revenue, share of total. Click a project name to open its Project Dashboard.
• Recent Transactions — the last 10 successful and non-successful payments, with a View All Transactions button in the card's header for the rest. Each row opens with a calendar tile (the month band over the day) beside the full date and time and the payment reference, then the project and plan with the project's connectors beside them. Status is rendered as a color-coded badge; the date column links to that subscription's project.

Project DashboardCopy Anchor Link

The Project Dashboard answers: "How is this project doing?"

KPI stripCopy Anchor Link

Eight cards tailored to the single-project view:

Sales chartsCopy Anchor Link

Same three sales charts as the Overall Dashboard, but scoped to this project.

Bar chartsCopy Anchor Link

• Revenue per Plan — the project's plans ranked by gross USD in the window, at most ten: a rank, the plan's name, a bar proportional to the leader, the amount and its share of the window's plan revenue. Long plan names wrap rather than being cut.
• Acquisitions vs Cancellations — grouped daily bars showing new signups (green) and cancellations (rose).

Subscriber flowCopy Anchor Link

Three tiles that turn the raw counts above into the questions a creator actually asks:

• Net Subscriber Change — signups minus cancellations for the window, with the two figures that produced it underneath — 41 joined, 12 left. A positive total with heavy churn on both sides is a different business from a quiet positive total, and a single net number hides that.
• Trials Started — trials begun in the window, with how many of them converted to paid.
• Value Per Month — lifetime value spread over the average lifetime, so it is comparable with MRR rather than being a lump sum you have to divide in your head.

Referral ProgramCopy Anchor Link

Appears while your plan includes the Referral Program, after Where Members Come From, with a button to the project's programme. It reports:

• Affiliates — the six who brought the most paying friends in the selected period, each with their code, their standing, a bar for the friends they referred, how many of those paid, and what they earned: free days, cash, or both
• Referrals — friends who arrived through any of those affiliates in the period
• Conversions — friends who made their first payment in the period, with the share of those referred when the two line up
• Rewards Earned — the cash credited to those affiliates in the period, USD-normalized, with the free days banked underneath
• Payable Now — what you owe affiliates today: commissions past their hold and not yet paid out. This one is not windowed, because a debt does not belong to a period

A friend who arrived before the period and paid inside it counts as a conversion here, not as a referral, and what an affiliate earned is what they still hold, so a reversed commission is left out.

Revenue RecoveryCopy Anchor Link

Appears on every plan, after the Referral Program, with a button to the project's Revenue Recovery page. It reports, over the selected period:

• Failed Renewals, Reminders Sent, Access Paused, Recovered (with what the settled renewals brought back, USD-normalized), Access Restored, Win-back Sent and Won Back, as bars
• In grace and Paused — the members who keep access on an unpaid renewal and the members paused for non-payment at this moment; these two ignore the period
• Cancellations with the offers shown, and Offers taken among the bars; the reasons members gave run across the card's full width with each one's share
• A Leads and checkouts block: the leads who arrived, entered a sequence and bought; the checkouts started, stalled and recovered, with what the recovered ones brought back, USD-normalized; and the trials a sequence reminded and the ones whose member paid, from the sequences before a sale

The same figures open the Revenue Recovery page's overview and fill the Revenue Recovery section of the PDF, CSV, text and Excel exports.

Promotion ImpactCopy Anchor Link

Appears after Revenue Recovery once a coupon code has been redeemed in this project in the selected period. It reports:

• Redemptions — how many times codes were used
• Discount Given — what you gave away, USD-normalized
• Revenue Taken — what you actually collected on those sales
• Off — the discount as a share of list price, so you can see how deep the average sale was
• A per-code breakdown, best performer first, with each code's uses against its cap

The card stays hidden entirely when no codes were redeemed in the window, so a dashboard with no promotions running is not cluttered by a zeroed-out panel. The project's coupons, referral program and Smart Links are reported here alone; the Overall Dashboard keeps to portfolio-wide figures and your own Partner Program standing.

Stacked subscription-status chartCopy Anchor Link

A wide stacked bar chart titled Subscription Status Distribution plots, day by day, how many subscribers are in each status (Active, Trial, Past Due, Canceled, Expired). The shape of the stack tells you whether your active base is growing, churning, or stalling in trial.

GaugesCopy Anchor Link

A Project Health card surfaces four gauges:

• Retention — (active at window start − canceled in window) / active at window start × 100, the share of the project's starting active base it held onto, read the way the Overall Dashboard reads it.
• Payment Success — settled charges over every attempt in the window, with the failed and attempted counts underneath.
• Active Subscriber Health — % of subscribers currently in the Active status (vs. trial / past due / canceled / expired).
• Plan Utilization — % of plans that have at least one active subscriber. A low number means you have plans drawing zero traction.

TablesCopy Anchor Link

• Top Plans by Revenue — plan name, the connectors its resources are gated on (a plan with no gated resource shows the project's connectors), active subscribers, MRR, revenue, share. Click a plan name to open the project's plan list.
• Recent Subscribers — the last 10: name, the connectors the member holds an identity on (preferred first, a dash for a member with none yet), plan, status badge, started-on date, lifetime spend, lifetime days. Click a name to open the subscribers page, or View All Subscribers in the card's header for everyone.
• Recent Transactions — the last 10: a calendar tile (month band over the day) beside the full date and time and the payment reference (clickable to subscriptions), plan, the plan's connectors, subscriber, status badge, provider, amount, currency; View All Transactions in the header opens the ledger filtered to the project.
• Access Code Usage — the last 10 redemptions: code, plan, redeemed-by, redeemed-at, expiry. Click a code to jump to the access-codes page, or View All Access Codes in the header.

Putting it all together: common workflowsCopy Anchor Link

What lives elsewhereCopy Anchor Link

• Per-subscription detail — the Managing Subscriptions page has the row-level data behind the dashboard aggregates.
• The whole payment ledger — All Transactions lists every payment across your projects with search, sorting and filters by project, connector, plan, method, status and period; the View all button on either Recent Transactions card opens it.
• Per-member detail — Managing members is the equivalent for individual subscribers.
• Weekly digest email — enable Weekly Emails in Notifications to get a once-a-week summary delivered to your inbox.
• Bulk access-code export — Exporting data covers the access-code-batch export, which is separate from the dashboard report exports above.

Frequently askedCopy Anchor Link

RelatedCopy Anchor Link

• Managing subscriptions — drill into the specific subscriptions behind dashboard totals.
• Managing members — the people behind those subscriptions.
• Coupon codes — what the Promotion Impact card is reporting on.
• Referral Program — what the Referral Program card is reporting on.
• Exporting data — bulk access-code export and other off-dashboard exports.
• Transaction fees — how Subscriby's cut affects your net earnings.