Outline:
- What this guide will cover
- Finding KPIs
- Growth Trends
- Risk Trends
- Helpful Resources
What this guide will cover
- Important KPIs and help you understand where to find them in Skio
- Growth trends
- Risk trends
Finding KPIs
Explain our recommendations. Include necessary links to other articles (eg. How to setup X Feature), gifs, and the end result (pics/gifs/videos can explain more and is more digestible).
|
Metric |
Dashboard Location |
Where to Find |
|
Current number of active subs |
Performance |
In Subscription section, use the top left card starting with “Active Subscriptions” |
|
Count of revenue from new vs recurring subs |
Performance |
In the Revenue section, use the middle two cards titled “First-time revenue” and “Recurring revenue” |
|
% of orders from new vs recurring subs |
Performance |
In the Orders section, use the middle two cards titled “First-time revenue” and “Recurring revenue” |
|
Num of new subs created |
Products |
In the Activation & cancellation section, use the “New subscriptions” card |
|
Num of subs cancelled |
Products |
In the Activation & cancellation section, use the “Cancelled subscriptions” card |
|
Quantity of products on active subscriptions |
Products |
In the Subscription products breakdown table, use the “Active Quantity” column |
|
Num of 1-time add-ons + revenue |
Products |
Use the One-time add-ons table |
|
Num of surprise & delight add-ons |
Products |
Use the Surprise & delight add-ons table |
|
Forecasting by product (rev, units, orders) |
Forecasting |
Use the Forecast by products to see revenue, units, and order count by product |
|
Recovery rate of failed payments |
Dunning |
Use the “Entered dunning” card and the recovery % underneath |
|
Most effective cancellation flow treatment |
Cancel Flow |
In the Survey Statistics section, use the 2nd table and select a cancellation reason to see all the treatment data |
Tracking Growth Trends
Revenue over time
Location: Performance Dashboard
Section: Revenue
Orders over time
Location: Performance Dashboard
Section: Orders
Active subs over time
Location: Performance Dashboard
Section: Subscription
Activations vs cancellations over time
Location: Products Dashboard
Section: Activation & cancellation
Top revenue-generating products
Location: Products Dashboard
Section: Subscription product breakdown table
30- and 90-day forecasting of revenue, orders, and quantity of units
Location: Forecasting Dashboard
Section: Forecast by products
Tracking Risk Trends
The dunning dashboard and cancel flow dashboard are vital to understanding risks to your subscription business. Below are helpful insights to gather from each dashboard.
Dunning Dashboard
Metric: Track subscriptions that entered dunning and the recovery rates with the Dunning Subscriptions daily graph.
Location: Dunning section
Metric: Track the number of successful and failed charge attempts per day withe the Successful vs failed charge attempts daily graph.
Location: Billing attempts section
Cancel Flow Dashboard
Metric: MRR saved from cancel flow
Location: General
Metric: Track the number of cancels vs saves in the Daily Cancellation Flow graph.
Location: General
Metric: Track the outcome of each treatment option per cancellation reason in Cancel Flow Treatment table.
Location: Survey statistics
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