Performance dashboard​ Performance dashboard​

Performance dashboard​

Tyler Yannes Tyler Yannes

Article Outline:

  • Dashboard Overview
  • Revenue Metrics
  • Order Metrics
  • Subscription Metrics
  • Helpful Resources

Dashboard Overview

  • This page will include all the important, high-level metrics an executive will care about
  • Understand the performance of your store by your revenue, order, and subscriptions metrics
  • Merchants should use this table to see numbers and trends; granular product data can be found on the Products dashboard

Data questions this dashboard answers

  • How much revenue is my store making?
  • How much revenue am I making from new subscriptions (first-time orders) vs recurring subscriptions (existing subscriptions where the order is placed on renewal)?
  • How many orders am I creating?
  • How many of those orders are from new subscriptions (first-time) vs recurring? And prepaid vs normal subscribe and save?
  • What is the average order value (first-time vs recurring)?
  • How many subscribers do I have?
  • How many subscriptions do I have?
  • How many product subscription lines do I have?
  • How many new subscriptions are created vs cancelled?

Things to keep in mind:

1. All metrics are exportable and can be replicated (follow the guides below on how to use each export)
2. "First-time" is different from checkout because this includes checkout orders as well as the first orders for subs that are manually created or split off from another subscription (via the split feature)
3. Skio uses gross revenue which is the total subscription price charged before taxes, shipping, and additional discounts.

Revenue 

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Metrics:

Subscription revenue: Total revenue processed from subscription orders. This total includes subscription revenue from checkout orders, all recurring orders, and 1-time add-ons.

Subscription orders: Count of all orders that have a subscription product in the order including all checkout orders, mixed cart checkout orders (subscription and 1-time products), and all recurring orders.

Subscription Avg. revenue: This is the AOV of all subscription orders (checkout and recurring) and calculated by the total revenue from all subscription orders divided by the total number of all subscription orders.

First-time revenue: This is the sum of all revenue from first-time orders (non-recurring orders) in the date range selected.

First-time orders: This is the sum of all orders from first-time orders (non-recurring orders) in the date range selected.

First-time Avg. revenue: This is the AOV of first-time orders calculated by the total revenue from checkout orders divided by the total number of checkout orders.

Recurring revenue: The sum of all revenue from recurring subscription orders (excludes first-time) in the date range selected.

Recurring orders: The total number of recurring orders in the date range. Recurring orders are non-checkout orders processed through Skio.

Recurring Avg. revenue: This is the AOV of recurring orders calculated by the total revenue from recurring orders divided by the total number of recurring orders.

One-time purchase revenue: This is the sum total of all revenue brought in through 1-time add-ons in subscription orders. 1-time add-ons are not recurring subscriptions but products added to a subscription order once, typically via the customer portal or through quick actions.

One-time purchase orders: This is the count of all recurring orders that have a 1-time add-on included in the date range selected.

One-time purchase Avg. revenue: This is the average product price of all 1-time addons per order with 1-time addons included. This number is calculated by the total revenue from 1-time add-ons divided by the total number of orders with a 1-time addon included.


Daily Revenue Graph

 

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Graph Description:

  • Provides a breakdown of revenue type by day over the date range selected
  • This graph is useful to pinpoint specific spikes in new subscriptions revenue and recurring subscriptions revenue
  • Hover over each column to see the value for that day

How to Use the Export

1. Each row is a product line item in the order
2. orderId is how we group together line items into each order; use the unique count of orderId to find the number of orders
3. lineTotal is the total price paid for each line item; use the sum of lineTotal to calculate the revenue
4. kind defines the type of order: recurring, first-time, or onetime; use this value to filter for these specific metrics
5. To calculate Avg. revenue divide the metric by the number of days in the date range selected

Orders

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Metrics:

Orders: Count of all orders that have a subscription product in the order including all checkout orders, mixed cart checkout orders (subscription and 1-time products), and all recurring orders.

Avg per subscriber orders: Average count of all subscription orders per subscriber. Subscribers are unique customers and can have multiple subscriptions.

Avg. per day orders: This is the total orders metric divided by the number of days in the date range filter.

First-time orders: This is the sum of all orders from first-time orders (non-recurring orders) in the date range selected.

First-time % of total orders: This is the percentage of first-time out of the total orders metric

First-time Avg. per day: This is the total first-time orders metric divided by the number of days in the date range filter.

Recurring orders: The total number of recurring orders in the date range. Recurring orders are non-checkout orders processed through Skio.

Recurring % of total orders: This is the percentage of recurring orders out of the total orders metric

Recurring Avg. per day: This is the total recurring orders metric divided by the number of days in the date range filter.

One-time purchase orders: This is the count of all recurring orders that have a 1-time add-on included in the date range selected.

One-time % of total: This is the percentage of one-time orders out of the total orders metric

One-time order Avg. per day: This is the total one-time purchase orders metric divided by the number of days in the date range filter.


Daily Order Count Graph

 

Graph Description:

  • Provides a breakdown of order type by day over the date range selected
  • This graph is useful to understand which day bring in the most orders
  • Hover over each column to see the value for that day

How to Use the Export

1. Each row is a product line item in the order
2. orderId is how we group together line items into each order; use the unique count of orderId to find the number of orders
3. kind defines the type of order: recurring, first-time, or onetime; use this value to filter for these specific metrics
4. To calculate Avg. order per day divide the metric by the number of days in the date range selected
5. To calculate Avg order per subscriber use the unique count of orderId divided by the unique count of customerEmail
6. To calculate % of total, use the kind value in a pivot table to find the % of the grand total using unique count of orderId

Subscription

Metrics:

Active subscriptions: This is the total number of unique subscriptions with an Active status on the last day of the date range selected. This metric excludes subscriptions in dunning. Subscriptions are defined by having a unique subscription ID. Use the Active Products metric to find the count of individual products on subscription and Dunning Subscriptions for subscriptions in dunning.

Active products: This is the number of active, individual products (subscription lines) that are on subscription as on the last day of the date range selected. This count is representative of each product on subscription in your store and excludes products that are in a subscription in the dunning process. This number excludes 1-time add-ons and Surprise & Delight gifts.

Active subscribers:  A count of total Active Subscribers on the last day of the date range filter. This is the total number of unique customers or subscribers and is different from subscriptions and product subscription lines.

Activations: This is the count of newly created subscriptions during the date range.

Product activations: This is the count of all new product subscription lines created during this period from new subscriptions created at checkout, splitting subscriptions, creating new subscriptions manually, and adding additional products to an already active subscription. The metric is counting individual product subscription lines created.

Subscriber activations: This is the count of all new customers who were created in the date range that didn’t previously have a subscription. If a subscriber cancelled a subscription and checked out with a new one, they would not count towards a new subscriber since they previously checked out with a subscription.

Cancellations: This is the count of all unique subscriptions cancelled during the time period. If a subscription contains multiple subscription lines, the cancellation would only count once since it’s per sub ID.

Product cancellations: This is the count of all subscription lines cancelled during the date range. This count includes all the product subscription lines and is different from cancelled subscriptions; each subscribed product counts as its own product subscription line.

Subscriber cancellations: This is the count of customers who has cancelled all active subscriptions. Customers may have multiple subscriptions, but there can only be 1 customer per store.

Dunning subscriptions: The count of all unique subscriptions that are currently in dunning with at least 1 failed billing attempt as of the last date of the date range selected.

Dunning products: The count of all product subscription lines that are currently in dunning with at least 1 failed billing attempt as of the last date of the date range selected.

Dunning subscribers: The count of all unique subscribers that are currently in dunning with at least 1 failed billing attempt as of the last date of the date range selected.


Daily Active Count Graph

 

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Graph Description:

  • Provides a breakdown of the daily active count of subscriptions, products on subscription, and unique subscribers
  • This graph paints a full picture of the growth of your subscription performance over time
  • Hover over each column to see the active count for that day
How to Use the Export
1. Each row is a product subscription line and the count of rows provides the number of products
2. subscriptionID is how we group together product subscription lines into each subscription; use the unique count of subscriptionID to find the number of subscriptions
3.userID is how we identify subscribers; use the unique count of userID to find the number of subscribers
4. To calculate active subscriptions, use the unique count of subscriptionID to find the number of subscriptions and subscriptionStatus = ACTIVE
5. To calculate dunning subscriptions, use the unique count of subscriptionID to find the number of subscriptions and subscriptionStatus = FAILED
6. To calculate activations and cancellations, use the activationCancellation value as a filter
7. To find activations and cancellations for subscriptions, products, and subscribers, use the activationCancellation value as a filter with unique count of subscriptionID for subscriptions, count of rows for products, and unique count of userId for subscribers

Helpful Resources

 

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