Forecast dashboard

Table of contents:

• Dashboard Overview
• Forecasting Metrics
• Forecasting by Product Metrics
• Helpful Resources

Dashboard overview

• This dashboard is designed to provide data on forecasting for your upcoming subscription orders per day and per product.
• The metrics on this dashboard are exportable.
• This dashboard is helpful for forecasting revenue/orders as well as quantity of units for inventory purposes.

Forecasting

Metrics

• Queued Revenue: The sum of revenue expected for the selected time period, assuming no change in subscriptions. This total includes additional cycles that go beyond just nextBillingDate.
• Queued Units: The sum of quantity of products expected for the selected time period, assuming no change in subscriptions.
• Queued Orders: The sum of subscription orders expected for the selected time period, assuming no change in subscriptions.

Forecasting graph

Graph description

• This graph provides daily forecasting for the selected time period.
• The product filter at the top of the page can be used to filter for specific product variants.
• In the top right corner of the graph, you can choose to look at forecasting for revenue, quantity of units, and orders per day.
• Hovering over a daily column provides the value for that day.

Contextual data

Metrics

• Processed revenue: The total revenue processed in the prior period from recurring revenue.
• Processed units: The total number of product units processed in the prior period from recurring orders.
• Processed orders: The total count of recurring orders in the prior date period.
• Average daily activations: The average daily count of new subscriptions activated in the prior period.
• Average daily cancellations: The average daily count of subscriptions cancelled in the prior period.

Forecast by products table

Metrics

• Product: The product title; this value may appear as multiple rows if there are multiple variants or SKUs associated with this product title.
• Variant: The variant title; this value may appear as multiple rows if there are multiple SKUs associated with this variant title.
• SKU: The product SKU; this value may be blank if there are products without SKUs and it may repeat if the same SKU is used for multiple products or variants.
• Queued Revenue: This is the sum of revenue queued for this specific product.
• Queued Units: This is the sum of quantity of units queued for this specific product.
• Queued Orders: This is the sum of orders queued that include this specific product.

Forecast by products table

Metrics

• Total count: Total count of each action in the prior date period.
• Subscription count: Total unique count of subscriptions that took this action in the prior date period.
• Frequency date updated: The count of changes to a delivery frequency in the prior date period.
• Skipped: The count of skipped orders in the prior date period.
• Entered dunning: The count of failed orders in the prior date period.
• Cancelled: The count of cancellations in the prior date period.
• Paused: The count newly paused subscriptions in the prior date period.

FAQs

Why does forecasting value change when using the dashboard on different days?

• Our queued metrics are based on the subscriptions next billing date as of the day you're looking at the dashboard.
• Over time, subscriptions will have their next billing date changed due to cancellations, entering a failed payment state, or changing the date via a skip.

I used the forecasting dashboard and it's not matching the recurring revenue or orders processed, why is that?

• The forecasting dashboard provides queued metrics based on the day you view the dashboard and multiple factors can impact the next order date and its value such as skips, adding a product, or removing a product in a subscription.