Overview

Required plan

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

Definition

Key benefits

• Data-driven decisions: Empower your strategic decision-making with in-depth and accurate data insights.
• Subscriber insights: Understand your subscriber behavior, churn rates, and retention trends based on cohorts to identify what products and pricing are performing well.
• Financial analysis: Dive into MRR, billings, recovered revenue and more to monitor your financial health.

Definition

Recurly Analytics' Dashboards & Reports section serves as your command center for comprehensive subscription analytics. It provides a suite of reporting tools and analytical insights, delivering a broad view of your business performance and the dynamics of your subscription metrics.

Key benefits

• Data-driven decisions: Empower your strategic decision-making with in-depth and accurate data insights.
• Subscriber insights: Understand your subscriber behavior, churn rates, and retention trends based on cohorts to identify what products and pricing are performing well.
• Financial analysis: Dive into MRR, billings, recovered revenue and more to monitor your financial health.
• Performance overview: Evaluate your trial performance and plan effectiveness for continual optimization.
• Dunning effectiveness: Analyze the efficiency of your dunning (debt recovery) process for improved results.

Key details

Dashboard

Recurly Analytics offers a dashboard that serves as the command center for your subscription business insights. It provides the tools to build custom reports, understand subscriber behavior, track retention, and analyze churn, ensuring you have the necessary data to make informed decisions.

Built-in benchmarks

Explore Recurly's innovative built-in benchmark reports to compare your key performance metrics against industry peers over selected timelines. Gain insights and enhance your business strategy.

Explore

Available exclusively for Recurly Elite plan subscribers, the Explore function is your tailored data portal. It converts raw data into actionable insights, supporting a range of data visualization needs. Explore gives you the power to examine your Recurly data in-depth, from transaction details to credit card information.

Navigation features

All dashboards are designed for intuitive navigation and data retrieval.

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The analytics dashboards allow for drill drowns.

General filters (Top left corner)

• Metric Type Selection: Allows for data viewing by percentage, active timeframe, or churn rate.
• Date Selection: Offers dropdowns to specify a timeframe and date range, up to the past 18 months, which then reflects on the dashboard.

Filters specific to plans

• Month Selector: Defines a timeframe and date range for the past 18 months to influence dashboard data.
• Plan Selection: Incorporates a dropdown for choosing either a top set of plans or all available ones. This impacts the "Plan Name" filter by narrowing down available choices. For instance, selecting "Top 5 plans" restricts the "Plan Name" filter to only these five.
• Plan Name: Lists plans based on the prior filter's selection.

Utility options (Vertical Ellipses):

Available for both widgets and tables, these ellipses unfold a menu, offering:

• Ask a Follow-up Question: Instead of opening a new report, you simply type follow-up questions to drill into subsets, re-aggregate data, or get AI-generated summaries right in the dashboard.
• Download: Users can export the specific tile's query results in various formats, including CSV, PDF, or PNG, for deeper analysis.
• Data Timestamp: Accessed through the vertical ellipse of any widget, revealing the data's last update.

Chart interpretations:

Data visualizations span bar, line, and pie charts, often detailing customer metrics, subscription data, revenue trends, etc., over certain periods. Legends assist with color-coded data interpretations.

• Hover Info: Hover over a chart element, like a point or a segment, to see detailed data for that particular item.
• Legend Toggle: In the legend, click on a color to show or hide the corresponding data in the chart. This feature helps with focused data analysis.