Segments dashboard

Outline

• Overview
• Data questions this dashboard answers
• Things to keep in mind
• Dashboard filters
• Segment KPIs
• Audit log table
• Subscription products breakdown table
• Shipping intervals
• Subscription retention chart

Overview

• This dashboard is our most granular dashboard available allowing you to create custom segments of subscriptions to track their performance over time.
• Segments also introduces an audit log table to track all actions taken on a subscription and tie them to revenue metrics to see their impact.
• Retention (copied from our Cohort dashboard) and a products table are also provided.
• If you want to track how Skio features and subscription behavior is impacting revenue. performing and retention/churn metrics, this is the dashboard for you!
• Need help with creating custom segments in the dashboard? Use this guide: Custom segments best practice.

Data questions this dashboard answers

• How does S&D impact subscription value and retention?
• How does Cancel Flow saves impact subscription value and retention post-save?
• What are the different actions taken by subscriptions and how does it impact KPIs and retention?
• What are the KPIs of specific subscriptions created in a specific time period?
• What is the shipping interval distribution for subscriptions? (eg. 30 day vs 60 days)
• How many of products were added to subscriptions, removed, and are currently active for subs created in the date range selected?

Things to keep in mind

1. The date range used at the top of dashboard is used for tracking actions, orders/revenue, and subscription metrics for all subs in that date range.
2. You can create a custom segment of subscriptions to filter the entire dashboard for only the subscriptions that match the conditions in your custom segment.
3. By default, the dashboard will provide metrics for all subscriptions in the date range; a segment can be applied via the filter at the top.
4. Want a walkthrough of the dashboard? Click the "i" icon button in the upper right hand to trigger a tutorial wizard.

Dashboard filters

• Date range: The date range is used for all actions and orders processed in the date range for subs that were active at some point in the date range
• Segment filter: This filter is used for applying custom created segments to the dashboard; by default, Skio displays data for all subscriptions even if a custom segment isn't created
• Create segment: This button allows you to create a custom segment

Segment KPIs

Metrics

• Subscriptions: Count of all subscriptions that were active at some point in the date range
• Cancelled Sub Count: Count of subscriptions that were active at one point in the date range but now have a cancelled status
• Activations: Count of subscriptions in the segment that were created in the date range; all other subscriptions in the segment are subscriptions created prior to the date range and were active at some point in the date range
• Orders Processed: Count of all order processed by subscriptions in the date range
• Revenue Generated: Sum of the order total of all orders processed in the date range
• % Cancelled: The percentage of subs in the cohort that were cancelled as of the last day of the date range selected
• AOV: Average order value (AOV) of all the orders processed in the date range
• ARG: Average revenue generated (ARG) is the total average revenue generated per subscription in the date range
• AOC: Average order count (AOC) is the average amount of orders processed per subscription in the date range

Audit log table

Table description

• Provides the important KPIs per cohort (2nd tab), grouped together by the month the first subscription for that subscriber was created
  • If a subscriber creates multiple subscriptions or reactivates a cancelled subscription, the values of those subscriptions will be attributed to the original cohort month
• The values provided are lifetime as of today; these numbers may change over time if cohorts generate additional orders
• This table does not adjust based on the date filter, but will adjust for product filters used

Table metrics

• Action Column: The name of the action performed on the subscription in the date range; this table will display ALL actions tracked in Skio's audit logs
• # subscription: The count of subscriptions that had this action performed in the date range
• Action count: The total count of actions performed in the date range on subscriptions
• AOV w/ Action: The AOV of subscriptions that had the action performed in the date range
• AOV w/o Action: The AOV of subscriptions that DID NOT have the action performed in the date range (the control group)
• LTV w/ Action: The LTV (or average revenue generated) of subscriptions that had the action performed in the date range
• LTV w/o Action: The LTV (or average revenue generated) of subscriptions that DID NOT have the action performed in the date range
• AOC w/ Action: The AOC of subscriptions that had the action performed in the date range
• AOC w/o Action: The AOC of subscriptions that DID NOT have the action performed in the date range

Common actions to track

All audit log actions will appear in this table. Here is a list of commonly requested actions that you may want to track:

• 1-time add-ons
• All actions performed via quick actions
• Skips
• Swaps
• Surprise and delight gift applied
• All automations
• All bulk operations
• Reactivations
• Pause
• Update payment method
• Discount code applied
• Logins

Subscription products breakdown table

Table description

• Provides a product breakdown of all active products in the segment
• The table can be filtered for specific subscriptions in the segment to provide more granular data 

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.
• Active Quantity: This is sum of the quantity of units of this row that is active as of the last day of the date range; this number is different than active product subscription lines since this includes the sum of quantity.
• Activations: This is count of product subscription lines created or added to subs in the date range with this product included.
  • Note: This metric includes all subscriptions created with this product as well as subscriptions that added this product as a recurring product (excludes one-time add-ons and Surprise and delights) added in the date range
  • Why provide both? With segment conditions, this allows you to use this table to isolate subscriptions created OR isolate subscriptions that have already been created to look only at the count of subscriptions that had this product added
• Cancellations: This is count of product subscription lines cancelled or removed from subs in the date range with this product included.
  • Note: This metric includes all subscriptions cancelled with this product as well as subscriptions that removed this product as a recurring product (excludes one-time add-ons and Surprise and delights) in the date range
  • Why provide both? With segment conditions, this allows you to use this table to isolate subscriptions cancelled OR isolate subscriptions that have already been created to look only at the count of subscriptions that had this product removed
• Revenue: This is the sum of revenue generated from this product row in the date range selected.
• AOV: This is the average order value of orders that processed in the date range with this product included.

Shipping intervals

Table description

• Provides the important KPIs per cohort, grouped together by the month the first subscription for that subscriber was created
  • If a subscriber creates multiple subscriptions or reactivates a cancelled subscription, the values of those subscriptions will be attributed to the original cohort month
• The values provided are lifetime as of today; these numbers may change over time if cohorts generate additional orders
• This table does not adjust based on the date filter, but will adjust for product filters used

Table metrics

• Action Column: The name of the action performed on the subscription in the date range; this table will display ALL actions tracked in Skio's audit logs
• # subscription: The count of subscriptions that had this action performed in the date range
• Action count: The total count of actions performed in the date range on subscriptions
• AOV w/ Action: The AOV of subscriptions that had the action performed in the date range
• AOV w/o Action: The AOV of subscriptions that DID NOT have the action performed in the date range (the control group)
• LTV w/ Action: The LTV (or average revenue generated) of subscriptions that had the action performed in the date range
• LTV w/o Action: The LTV (or average revenue generated) of subscriptions that DID NOT have the action performed in the date range
• AOC w/ Action: The AOC of subscriptions that had the action performed in the date range
• AOC w/o Action: The AOC of subscriptions that DID NOT have the action performed in the date range

Subscription retention chart

Chart description

• Provides the retention rate by month per subscription monthly cohort (the month the subscription was created) as well as retention by order count
• The retention % states that the % of subscriptions is active on the last day month
  • Using the screenshot has an example above, in the July 2022 cohort in the screenshot, 84.5% of the 187 subscriptions were active on the last day of July 2023 (July 31st)
    • Signup = July 2022 (Month 1)
    • Month 1 (July 2022) = 84.5%; this means 84.5% of the subs created in July still had an active status on July 31st and 15.5% had cancelled before July 31st (in the month of July)
    • Month 2 (August 2022) = 72.7%; this means that 72.7% of the subs created in July still had an active status on the last day of August (August 31st) and 27.3% had cancelled before August 31st (in the month of August)
• This table does not adjust based on the date filter, but will adjust for product filters used and filter for subscriptions in a segment when a segment filter is applied
• The retention % will change if you're viewing the current month but will not change for prior months
  • For example, viewing the retention for October 2023 on October 10th will show a different number than when looking at the dashboard on November 1st
  • After October 31st (the day we check the retention for the month) the retention % won't change; so viewing the retention for October 2023 on November 1st will show the same number if viewed on December 1st. 

Retention by month vs order count

• This graph provides retention % for subscriptions based on time and order count on different tabs. The order month retention is the default, so select retention by order count select the order count tab at the top.

Retention by month

• Focuses on the status of subscriptions by monthly cohort for each month after they were created.
• Provides the % of subscriptions in the cohort that are still active on the last day of the month shown.
• Hover over a cell to get a clear breakdown of what the cell provides.

Retention by order

• Focuses on the number of orders processed per monthly cohort of subscriptions before cancelling.
• Provides the % of subscriptions that had the order number process on their subscription.
• Hover over a cell to get a clear breakdown of what the cell provides.