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Trial performance

Learn how to use Recurly's Trial Performance dashboard to track trial starts, conversion rates, and trial subscription status.

The Trial Performance dashboard shows you how your subscription trials are performing, from how many trials start to how many convert to paid subscriptions. The dashboard refreshes several times a day, so you're always looking at close-to-current data, and you can drill into conversion trends, subscription status, and status details for any date range.
Available on all Recurly plans
1Definition 2Key benefits 3Key details 4Using the dashboard

Prerequisites

  • Users must have Analytics user role permission.

Definition

The Trial Performance dashboard tracks the performance of your subscription trials and monitors conversion rates from trial to active subscription. It updates several times a day — check the widget at the bottom of the dashboard to see when it was last refreshed.
NoteIt's important to understand the difference between a subscriber and a subscription. A single subscriber might hold multiple active subscriptions, but this dashboard counts each individual subscriber — not the number of subscriptions they hold. For more on navigating and using the filter tools, see our analytics overview documentation.

Key benefits

Trial visibility See trial starts, conversions, and churn updated several times daily.
Conversion insight Track how trials convert to paid, automatically or manually, and spot trends over time.
Early problem detection Catch payment failures and missing billing info before they hurt revenue.

Key details

The Trial Performance dashboard is organized into several sections, each giving you specific insight into your trials.

Trial performance KPI totals

This widget gives you an at-a-glance view of your trial performance. It shows your current Trials Started total alongside totals from last month, the previous month, three months ago, and one year ago. An arrow under each total shows the difference between that timeframe and your current total, so you can quickly see whether your trials are growing or declining.

Trial conversion rate

This line chart shows the conversion rate for trial subscriptions that moved to paid subscriptions during your selected date range. A subscription counts as converted when it moves from a free trial to a paid subscription, whether automatically or manually — setup fees charged during the trial aren't included in this metric, and the dashboard doesn't track what happens to a subscription after conversion. The date range and interval you select affect the date the subscription started its trial.

Trial subscription status

This bar chart tracks the current state of subscriptions that started as trials during your selected date range. Only subscriptions that began with a trial are included.

The potential states for these subscriptions are:

  • Canceled: The subscription was canceled.
  • Payment failed: The customer entered billing information, but the trial churned after a failed payment collection attempt.
  • Pending: A temporary state for subscriptions that started in trial and haven't yet converted or churned.
  • Converted manual: The subscription had manual invoicing enabled, ended its trial, and successfully converted to paid through a manual payment greater than $0.
  • Converted auto: The subscription had automatic invoicing enabled, ended its trial, and successfully converted to paid through an invoice greater than $0.
  • No billing info: The customer never entered billing information.

Trial subscription status details

This section gives you a more granular look at the status of trial subscriptions for your selected date range.

It tracks the following metrics:

  • Trials started
  • Converted (the sum of Converted - Automatic and Converted - Manual)
  • Converted - Automatic
  • Converted - Manual
  • Canceled
  • Payment failed
  • Pending

Together, these sections give you a complete view of your trial performance, so you can make data-driven decisions to improve your conversion rates.

Using the trial performance dashboard

Viewing trial performance KPI totals

1

Navigate to Trial Performance

From your Recurly dashboard, go to the Trial Performance dashboard.

2

Find the KPI totals widget

Locate the Trial Performance KPI Totals widget.

3

Review the totals

View trials started for the current month, last month, the previous month, three months ago, and one year ago.

4

Check the growth indicator

Look at the arrow under each total to see the difference between that timeframe and your current total.

Analyzing the trial conversion rate

1

Find the conversion rate chart

In the Trial Performance dashboard, find the Trial Conversion Rate line chart.

2

Read the chart

The chart shows the conversion rate for trial subscriptions that converted to paid during your selected date range.

3

Track trends

Review the line chart to track conversion trends and patterns over time.

Assessing the trial subscription status

1

Find the status chart

On the Trial Performance dashboard, locate the Trial Subscription Status bar chart.

2

Read the chart

This chart shows the current state of subscriptions that started as trials during your selected date range.

3

Compare outcomes

Compare how many trial subscriptions converted (manually or automatically), were canceled, failed payment, or are still pending.

Monitoring the trial subscription status details

1

Navigate to status details

Go to the Trial Subscription Status Details section on the Trial Performance dashboard.

2

Review the details

This section gives you a more granular view of trial subscription status over your selected date range.

3

Use the data

Use this information to analyze the effectiveness of your trials and identify potential issues or areas for improvement.

Updated 5 days ago

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