Overview

Required plan

This feature is available to all customers on any Recurly subscription plan.

Prerequisites

• Users must have Analytics user role permission.

Definition

The renewal decline trendalyzer dashboard provides insights into failed renewal invoices, allowing you to assess the effectiveness of your payment methods and gateway strategy to reduce decline rates. With this tool, you can track trends at daily, weekly, or monthly intervals across any date range. Users can arrange various dimensions—such as Payment Type, Brand, Gateway, and Failure Type—in the desired order and select from key metrics, including Decline Rate (%), Total Transactions, and Failed Transactions.

Key benefits

• Informed decision-making: Make data-driven decisions to set realistic goals and enhance subscription growth and customer retention strategies.
• Forecasting and planning: Improve forecasting and resource allocation for reachable growth targets.
• Customizable data views: Pivot data to optimize presentation, select specific metrics, and analyze trends across daily, weekly, or monthly ranges.

Key details

This breakout dashboard enables you to adjust the pivot table to view different fields in various orders and switch between metrics like Decline Rate, Failed Transactions, and Total Transactions. The top chart displays the primary dimension over time, and the table provides a breakdown of the primary dimension by the selected breakout dimensions.

General filters (Top left corner)

• Timeframe: Analyze different monthly timeframes.
• Invoice Creation Date: Choose a specific date range, up to the last 18 months, for dashboard data. Use dropdown menus to select start and end dates.
• Primary Dimension: Focus on a specific metric by selecting between Payment Type, Brand, Gateway, or Failure Type.
• Dimension Breakout 1: Select an additional dimension from the list, or view all dimensions.
• Dimension Breakout 2: Choose another dimension from the list, or view all dimensions.
• Metric: Select the key metric to analyze, choosing from Decline Rate (%), Total Transactions, or Failed Transactions.
• Gateway Type: Specify the gateway you’d like to view in the data.
• Failure Type: Filter by failure reasons, with options to view the Top 5, Top 10, or all reasons.