Performance Overview Beta Performance Overview Beta

Performance Overview Beta

 

⚠️ Beta Considerations

The Performance Dashboard is currently in beta, which means:

  • It’s fully functional and the data should be accurate but there could be inaccuracies or discrepancies compared to our current performance dashboard
  • Some tooltips and field definitions may still be in progress
  • There could be bugs; if you find any please report them!
  • Your feedback helps guide final refinements before public release so please share your feedback in our form: Overview Beta Feedback Form

📕 Metric Glossary

See our updated analytic metric glossary for definitions, context, and examples:

New Analytics Glossary

 


🔍 What’s New in the Performance Dashboard?

This new version of our dashboard is powered by a new backend logic that accurately shows the status and status changes for every subscription on your site in the date range selected.

💫 Priorities for New Performance Dashboard

  • Improve accuracy on status of subscriptions at different periods in the past
  • Explain the net change breakdown of subscriptions and subscriber by showing each status change type
  • Improved the layout with efficient visuals and introducing a granularity filter to see visuals grouped by day, week, month, or quarter

The new dashboard prioritizes clarity, accuracy, and ease of use. Key upgrades include:

🧾 1. Clearer Metrics at a Glance

  • Important KPIs at the top of the page for quick-glance performance trends and insights
  • View breakdowns by metrics per customer type in the date range including:
    • Revenue
    • Orders
    • Customers
    • Average Order Value (AOV)
    • Average Revenue per Subscriber
  • Improved UI and layout to reduce scrolling and answer data questions faster

📊 2. Flexible Date Granularity

  • Switch between:
    • Daily view
    • Weekly view
    • Monthly view
    • Quarterly view
  • Ideal for zooming out to spot trends or zooming in for day-level analysis

🧠 3. Net Subscription Change Breakdown

  • Introduces a new net change breakdown to show how your active subscription and subscriber count changes per day and in the date range
  • Tracks all subscription status changes and subscriber status changes, including:
    • New activations
    • Cancellations
    • Entries into and exits from dunning
    • Pauses and unpauses
    • Reactivations
  • Includes:
    • Summary view for the full selected date range
    • Daily-level view for granular exports or deep dives
  • Status changes are logged in a way that all additions and removals net out, ensuring total accuracy

🔢 4. Subscription and Subscriber Growth

  • Tracks the daily net change of both individual subscriptions and subscribers in the date range in a visual graph

📉 5. Daily Cancellation Metrics

  • View how many subscriptions and subscribers cancel each day out of your total subscription or subscriber base on that day
  • See both:
    • Daily cancellation rate
    • Average of daily cancellation rate for the period
  • Helps identify cancellation trends and evaluate changes

📤 6. Updated and exportable daily table

  • We added even more data to our daily table including all status counts per day and all status change events per day

🤓 The New Logic

Net Subscription Change

  • Provides the net change in active subscriptions from the beginning of the day of the first date in the date range to last date in the date range
  • Each time a subscription changes statuses, we count that event towards one of the status change types
    • Note: A subscription can count multiple times for the same event or for multiple events in the date range
  • All status changes are displayed and will net out to show the exact breakdown in the period and the daily table provides the daily change breakdown
  • Pause only includes indefinite/permanent pause and not temporary pauses since that option keep the status of the subscription active

Net change calculation: New subscriptions - (Entered Paused - Resumed - Exited Paused) - (Entered Dunning - Exited Dunning - Recovered) - (Cancelled - Reactivated)

 

Subscription Change Types

Change type Old status New status
New subscriptions none Active
Entered dunning Active Failed
Exited dunning Failed Paused or Cancel
Recovered Failed Active
Cancelled Any Cancel
Reactivated Cancel Active
Entered Paused Active Pause
Resumed Paused Active
Exited Paused Paused Cancelled or Failed

Net Subscriber Change

  • Provides the net breakdown for subscribers, or customers, and is different than individual subscriptions because a subscriber could have more than 1 subscription with different statuses
    • Subscriber net change is different in that it’s the count of a subscriber changing their status rather than the count of each of their subscriptions changing status

Subscriber Change Types

Change type Simple definition
New subscribers A new subscriber who purchased their first subscription.
Entered dunning How many subscribers have no active subs, and one or more subs becomes Failed in the date range.
Exited dunning The count of subscribers with no active subs with at least 1 failed subscription that moved from a failed status to cancelled or paused.
Recovered How many subscribers had no other active sub, then recovered from failed to active.
Cancelled How many subscribers ended with no active subs left by canceling their last subscription.
Reactivated How many previously canceled subscribers (no active subs) come back and activated or create a new sub.
Entered Paused How many subscribers, who had no active or failed subs, ended up pausing their only subscription.
Resumed How many people had no other active or failed subs, then changed their paused sub back to active.
Exited Paused The count of subscribers with no active or failed subs with at least 1 paused subscription that moved from a paused status to cancelled.

Cancellation Rate %

  • We display 2 cancellation rates, a daily one and a value averaging out the full date range
  • Daily cancellation: (count of cancellations on that day)/(count of active subscriptions at the start of that date)
  • Monthly cancellation: The average of the daily cancellation % in the date range

✅ Why This Matters

This new dashboard solves major pain points:

  • Understand net changes in active subscriptions over time
  • A clear visual breakdown of the important KPIs by customer and subscriber type (first-time, recurring, one-time purchase, etc.)
  • Gain visibility into dunning, recoveries, pauses, and cancellations
  • Filter by time range with flexibility
  • Export daily data for offline analysis and reporting

🔧 Backend Improvements Powering the Dashboard

Skio has invested heavily in backend upgrades to improve accuracy, consistency, and reliability. These improvements are what make the new dashboard possible:

1. Subscription Status Timeline

  • We created a historical log of every subscription’s statuses over time which allows us to see what status a subscription was in at any point in time, what it changed to, and how long it stayed in each status
  • Every status change per subscription per site is tracked with:
    • Start date
    • End date
    • Status change type
  • Enables point-in-time questions like:
    • “Was this subscription active on July 1st?”
    • “How long does a subscription stay in a failed/dunning status before being recovered?”

Other Improvements that will power future improvements in other dashboards:

2. Product Line & Quantity Tracking Timeline

  • We created a historical log of every product in each subscription, the quantity, and variantId so we can granularly track quantity/product changes for subscriptions at any point in time

3. Shipping Interval

  • We created a historical record of the shipping interval of every subscription at any point in time
  • Allows us to track interval changes over time and how that impacts certain KPIs

 📢 Feedback

We want to hear your thoughts, feedback, and requests! Please use the form below and we'll do our best to include your feedback in future updates. 

👉 Overview Beta Feedback Form