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 dashboards

• 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)

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

Period selector

The period dropdown controls the time window every metric covers.

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

Custom date range

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 selector

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 bar

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 filters

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

Export

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 Dashboard

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

KPI strip

Eight 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 sparkline

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.

Sales charts

Below the KPI strip, the same three sales-centric line / area charts appear as before: total sales, transaction fees, and transaction count, with a comparison overlay tied to the compared to selector.

Bar charts

• 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 Time

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.

Promotion Impact

Appears once a coupon code has been redeemed in the selected period. It reports, across every project you own:

• 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.

Gauges

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.

Tables

• Top Performing Projects — name, active subscribers, transactions, revenue, share of total. Click a project name to open its Project Dashboard.
• Recent Transactions — last 25 successful and non-successful payments. Status is rendered as a color-coded badge; the date column links to that subscription's project.

Project Dashboard

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

KPI strip

Eight cards tailored to the single-project view:

Sales charts

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

Bar charts

• Revenue per Plan — gross USD broken out per plan within the project.
• Acquisitions vs Cancellations — grouped daily bars showing new signups (green) and cancellations (rose).

Subscriber flow

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.

Promotion Impact

The same card as on the Overall Dashboard, scoped to this project. Appears once a coupon code has been redeemed here in the selected period, and shows redemptions, discount given, revenue taken, the average depth of discount, and a per-code breakdown.

Stacked subscription-status chart

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.

Gauges

A Project Health card surfaces two gauges:

• 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.

Tables

• Top Plans by Revenue — plan name, active subscribers, MRR, revenue, share. Click a plan name to open the project's plan list.
• Recent Subscribers — name, plan, status badge, started-on date, lifetime spend, lifetime days. Click a name to open the subscribers page.
• Recent Transactions — date (clickable to subscriptions), status badge, provider, amount, currency.
• Access Code Usage — code, plan, redeemed-by, redeemed-at, expiry. Click a code to jump to the access-codes page.

Putting it all together: common workflows

What lives elsewhere

• Per-subscription detail — the Managing Subscriptions page has the row-level data behind the dashboard aggregates.
• 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 asked

Related

• 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.
• Exporting data — bulk access-code export and other off-dashboard exports.
• Transaction fees — how Subscriby's cut affects your net earnings.