How to Find Your KPIs How to Find Your KPIs

How to Find Your KPIs

Tyler Yannes Tyler Yannes

 

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

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

screenshot-2023-05-29-at-5-45-56-pm.png

Orders over time

Location: Performance Dashboard

Section: Orders

screenshot-2023-05-29-at-5-49-29-pm.png

Active subs over time

Location: Performance Dashboard

Section: Subscription

screenshot-2023-05-29-at-5-49-49-pm.png

Activations vs cancellations over time

Location: Products Dashboard

Section: Activation & cancellation

screenshot-2023-05-29-at-5-50-33-pm.png

Top revenue-generating products

Location: Products Dashboard

Section: Subscription product breakdown table

screenshot-2023-05-29-at-5-51-22-pm.png

30- and 90-day forecasting of revenue, orders, and quantity of units

Location: Forecasting Dashboard

Section: Forecast by products

screenshot-2023-05-29-at-5-51-43-pm.png

 

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

screenshot-2023-05-29-at-5-54-45-pm.png

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

screenshot-2023-05-29-at-5-55-42-pm.png

Cancel Flow Dashboard

Metric: MRR saved from cancel flow

Location: General

screenshot-2023-05-30-at-5-40-37-pm.png

Metric: Track the number of cancels vs saves in the Daily Cancellation Flow graph.

Location: General

screenshot-2023-05-29-at-5-56-55-pm-1.png

Metric: Track the outcome of each treatment option per cancellation reason in Cancel Flow Treatment table.

Location: Survey statistics

screenshot-2023-05-29-at-5-58-31-pm.png

 

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