Launchpad phase two: Benchmarks & reporting
Launch · Launchpad Phase Two
Benchmarks & reporting
Before you can act on your metrics, you need to know where to find them. This module maps Recurly's four reporting layers and walks you through the Benchmarks Dashboard.
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Benchmarks & reporting
Trail guide: exploring your Benchmarks Dashboard
Benchmarks Dashboard walkthrough
~5 minRecurly's 4 reporting layers
Recurly gives you multiple ways to access your data — from one-click dashboards to BI tooling. Knowing which layer to use for which question makes analysis faster and more actionable.
In-app dashboards
Pre-built dashboards inside the Recurly UI. The fastest way to see KPIs, trends, and benchmark comparisons without building anything.
Start hereExports & CSVs
Download or schedule data exports from Recurly. Best for deep dives in spreadsheets or syncing raw data to your own data warehouse.
VersatileAnalytics dashboards
Recurly's self-service reporting tool. Access advanced interactive reports and custom filtering to drill into specific subscriber segments.
AdvancedRecurly AI Assistant
Ask plain-language questions to surface data insights instantly — a fast shortcut for answers without manual report builds.
Try itNavigate your Benchmarks Dashboard
Open the Benchmarks Dashboard
In your Recurly admin, go to Analytics → Benchmarks overview. You'll see an overview of your KPIs compared to industry peers.
Select your industry vertical
Use the industry filter to select your vertical (e.g., SaaS, Media). Your benchmarks adjust to compare you against relevant peers.
Read each metric card
Each card shows your current rate, the benchmark range by quartile, and your trend line. Note which KPIs need attention.
Apply date range filters
Compare metrics month-over-month to spot trends. Improving direction often matters more than your current level when evaluating new optimizations.
Try the AI Assistant
Open Analytics → Dashboard. Next, find your Compass AI Assistant, a "sparkle" located at the bottom right corner of your interface. Ask it plain-language questions about your growth or subscriber trends.
Always evaluate your KPIs against your industry vertical for the most accurate health check. A sign-up decline rate that looks high in isolation may be typical for your pricing model.
Stack up against the competition: mastering benchmarks
Strategic CSM Dan Shipley defines the 9 core benchmarks, shows how to interpret industry quartiles, and shares high-impact strategies — including prepaid card blocking and gateway failover — to improve your performance against peers.
Watch on demand →