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Subscription analytics

Understanding your subscription business begins with data. The Subscriptions metrics, available in SCM and through customizable reports, provide essential insights to help you track performance, identify trends, and make informed decisions.

note

The Subscriptions dashboard is intended for reference purposes only. For accounting-related reports, use the clearing reports available in Commerce Assistant.

Access subscription data​

You can view the reports based on the subscription metrics in SCM under Analyze > Subscriptions and through customizable reports in the Report Builder.

Access to subscription metrics is granted after completing the onboarding process. For assistance, contact Client Experience.

Important

Analytics related to successful orders and purchases, as well as new and renewed subscriptions, along with their associated revenue, profit, or loss, typically do not include data related to the items that were subsequently returned (for example, due to fraudulent transactions, chargebacks, or refunds). See specific metric description for more details.

Subscription charts and tables​

To help you analyze your subscription business, we have organized the Subscriptions analytics into sections reflecting different stages and aspects of the subscription lifecycle, business performance, and customer retention, as described-below.

For each report on these pages you can apply filters and manage the dashboards, as described at the bottom of this article.

Revenue​

The Revenue section provides a comprehensive view of subscription revenue performance, allowing users to explore how income is generated, retained, and changed over time. It includes metrics such as Net Revenue, Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), Net Revenue Retention (NRR), and MRR Movements supported by interactive charts and tables that allow filtering by various business dimensions and time intervals. These tools help you monitor financial health, uncover growth opportunities, and evaluate the impact of customer behavior on recurring income.

Net Revenue​

Net Revenue is the total amount that subscribers paid to Cleverbridge based on the exchange rate at the time of transaction excluding tax. This value subtracts any discounts or shipping costs but includes Cleverbridge fees and affiliate commissions.

It can be analyzed using Net Revenue analytics described below.

Net Revenue by chart​

The Net Revenue by chart offers a flexible view of revenue performance, allowing users to analyze net revenue across various business dimensions. The chart is available in two visual formats: donut and bar, and can be filtered by selectable dimensions such as Client, Region, B2B / B2C, Renewal Period, and Recurrence.

  • Donut Chart emphasizes the proportional contribution of each region to the total net revenue. The center highlights the total net revenue for the selected period and the year-over-year (YOY) growth percentage, offering a quick visual of overall performance and regional share.

  • Bar Chart highlights the absolute revenue values per region, comparing the current period's Net Revenue with the same period last year (LY Net Revenue). This format makes it easy to spot YOY growth or decline for each region.

Both views use the same underlying data and allow users to analyze regional performance either as a share of total revenue or in direct year-over-year comparison.

Net Revenue chart​

The Net Revenue chart can be presented as a bar chart (quarterly view) or a line chart (monthly view).

Presents the company's revenue performance over time, with options to view the data either by month or by quarter, depending on the desired level of granularity. Users can toggle between:

  • Line Chart: Displays monthly net revenue trends alongside last year's figures:

    • Solid blue line: Net Revenue for each month in the current year.
    • Dashed gray line: LY (Last Year) Net Revenue for comparison.

  • Bar Chart: Summarizes revenue data at the quarter level:

    • Blue bars: Current year's Net Revenue per quarter.
    • Gray bars: LY Net Revenue for the same quarters.
Net Revenue table​

The Net Revenue table provides a flexible, data-rich view of revenue trends across time. Users can tailor the display using the following controls:

  • Dimension Selector: Allows filtering by attributes such as Client, Product, Product List, Recurrence, Renewal Period, Payment Type, Region, and more.
  • Metric Selector: Offers additional performance metrics beyond Net Revenue, including:
    • MoM: Month-over-Month change.
    • YOY: Year-over-Year comparison.
    • % of Total: Relative contribution to overall revenue.
  • Top Filter: Enables filtering by top-performing entities within the selected dimension.

Subscriptions - Net Revenue

MRR​

Monthly Recurring Revenue (MRR) is client's subscription-based revenue normalized into a monthly amount. The value helps tracking short-term business performance regardless of billing frequency. This is particularly useful when annual plans or seasonal effects could distort revenue trends in shorter periods.

The following tools can be used to analyze MRR values:

Recent Month MRR chart​

The Recent Month MRR chart visualizes the total MRR for the most recent month, broken down into two categories:

  • New Business MRR: MRR generated from newly activated subscription items.
  • Renewals MRR: MRR generated from renewed subscription items.

The chart is presented as a donut, showing the proportion of each type in total MRR. The center displays the total MRR and month-over-month (MoM) percentage change with an up/down arrow indicator.

This view helps monitor the balance between new revenue acquisition and recurring revenue retention.

MRR chart​

The MRR chart provides a visual overview of recurring revenue over time and supports two display formats: line and bar.

  • Line Chart: Displays monthly trends.

    • Solid blue line: Current MRR per month.
    • Dashed gray line: MRR from the same period last year (LY MRR).

  • Bar Chart: Displays quarterly performance.

    • Blue bars: Current year's MRR per quarter.
    • Gray bars: Last year's MRR for the same quarter.
MRR table​

The MRR table provides detailed revenue figures across countries and time. It includes interactive controls for customizing data views:

  • Dimension selector: Allows filtering by attributes such as Client, Product, Renewal Period, Interval, Region, and others.
  • Metric Selector: Enables display of different metrics, including:
    • MRR: Default monthly recurring revenue.
    • MoM: Month-over-month percentage change.
    • YOY: Year-over-year growth.
    • % of Total: Share of each row relative to total MRR.
  • Top Filter: Filters the table to show only top-performing items within the selected dimension.

Subscriptions - MRR

MRR Movements​

MRR Movements reflect the changes in Monthly Recurring Revenue by breaking down the components that increase or decrease the total value over time. These movements help identify whether MRR growth is driven by new subscriptions, renewals, or affected by churn.

The following analytics tools support MRR movement analysis:

MRR Movements chart​

The MRR Movements chart is a stacked bar visualization showing the monthly composition of recurring revenue. It breaks down the total MRR into three key categories:

  • New Business MRR (dark green): Revenue generated from newly activated subscriptions in the reporting period.
  • Renewals MRR (light green): Revenue retained from renewed subscriptions in the reporting period.
  • Churn MRR (red): Revenue lost due to subscription cancellations or expirations in the reporting period.

Each bar represents the net change in MRR for a given month, with churn values shown below zero to highlight their subtractive effect.

MRR Movements table​

The MRR Movements table presents monthly values for each MRR component in tabular format. It includes interactive metric controls for detailed analysis.

Metric selector enables switching between available metrics:

  • MRR: Displays absolute values for New Business, Renewals, and Churn.
  • MoM: Shows the month-over-month changes for each MRR type.
  • YOY: Displays year-over-year comparison of movement metrics.

This table provides transparency into recurring revenue composition and supports pattern identification over time.

Subscriptions - MRR Movements

NRR​

Net Revenue Retention (NRR) measures the percentage of recurring revenue retained from existing customers over time, reflecting changes in MRR due to expansion, contraction, and churn over a given period. It is a key performance indicator for the long-term health and stability of a subscription-based business.

The NRR is calculated as: [(Starting MRR + Expansion – Contraction – Churn) / Starting MRR] × 100%.

The following analytics tools are available to assess NRR performance:

Recent Month NRR chart​

The Recent Month NRR chart displays NRR for the most recent month across a selectable business dimension such as Region, Client, Product, or Payment Type.

  • NRR (blue bar): Net Revenue Retention for the current month.
  • LY NRR (gray bar): Net Revenue Retention from the same month last year.

This bar chart helps identify changes in customer value retention across key segments over time.

NRR chart​

The NRR chart provides a visual trend of net revenue retention over time and is available in two chart types: line and bar.

  • Line Chart: Displays monthly retention values.

    • Solid blue line: NRR for each month in the current period.
    • Dashed gray line: NRR for the same period last year.

  • Bar Chart: Summarizes NRR by quarter.

    • Blue bars: Current quarter NRR.
    • Gray bars: Last year's NRR for the same quarter.

This chart helps visualize retention trends and seasonal patterns in customer revenue behavior.

NRR table​

The NRR table provides interval-based tracking of retention rates across the selected time period, enabling detailed cohort analysis.

  • Dimension Selector: Filters NRR by attributes such as Interval, Client, Product, Payment Type, and more.
  • Metric Selector: Enables switching between:
    • NRR: Retention rate per interval or segment.
    • MoM: Month-over-month change in NRR.
    • YOY: Year-over-year comparison.
  • Top Filter: Limits the view to top-performing segments.

Subscriptions - NRR

ARR​

Annual Recurring Revenue (ARR) is the annualized equivalent of Monthly Recurring Revenue (MRR). It provides a forward-looking view of subscription revenue, helping estimate yearly revenue performance based on current recurring income.

The following analytics tools can be used to explore ARR trends:

Recent Month ARR chart​

The Recent Month ARR chart displays the total ARR for the most recent month, segmented by revenue source.

  • New Business ARR: ARR generated from newly activated subscriptions.
  • Renewals ARR: ARR generated from renewed subscriptions.

The chart is presented in a donut format showing the proportional contribution of each component. The center displays the total ARR and the month-over-month (MoM) percentage change, indicated with an upward or downward arrow.

This view helps assess the balance between new revenue and retention-driven ARR contributions.

ARR chart​

The ARR chart shows recurring annual revenue trends over time and is available in two display formats: line and bar.

  • Line Chart: Presents ARR trends on a monthly basis.

    • Solid blue line: Current period ARR.
    • Dashed gray line: ARR from the same month last year (LY ARR).

  • Bar Chart: Summarizes ARR performance by quarter.

    • Blue bars: ARR for each quarter of the current year.
    • Gray bars: ARR for the same quarters of the previous year.
ARR table​

The ARR table presents detailed ARR values over time, segmented by country or other selectable business dimensions.

  • Dimension Selector: Allows filtering by attributes such as Country, Client, Product, Renewal Period, Interval, and more.
  • Metric Selector: Enables switching between available metrics:
    • ARR: Default annual recurring revenue.
    • MoM: Month-over-month change in ARR.
    • YOY: Year-over-year comparison.
    • % of Total: Share of each entry relative to total ARR.
  • Top Filter: Enables focus on the top-performing segments.

Subscriptions - ARR

Managing the dashboard view​

The Subscriptions dashboard gives you a flexible way to analyze key metrics across charts and tables. You can customize views with value, YoY, MoM, and total % columns, apply detailed filters, explore Top N values, and interact with charts using drill-up/down options. Detailed tables below each chart reveal the data behind the visuals for full transparency.

Use Dimensions​

In the Subscription dashboard, you can view all metrics by different dimensions in both table and chart formats.

The dimension list​

These are some of the most common dimensions:

  • Client: Filters data by Cleverbridge client name or ID.
  • Product: Filters data by the individual product name or ID.
  • Product List: Filters by predefined product groups used for specific purposes.
  • Recurrence: Filters by whether the product is recurring or one-time.
  • Renewal Period: Groups data by subscription renewal cycles (for example, monthly, yearly).
  • Interval: Filters by subscription interval number (for example, first renewal, second, and so on.).
  • Payment Type: Filters by the method of payment (for example, credit card, PayPal).
  • Payment SubType: Further refines payment method (for example, Visa, MasterCard).
  • Region: Aggregates data by global regions (for example, APAC, LATAM).
  • Country: Filters by billing country.
  • B2B / B2C: Distinguishes between business (B2B) and individual (B2C) customers.
  • MVT: Filters by Multivariate Testing campaign name or ID.
  • Partner: Filters by reseller partners in a B2B sales model.

Subscriptions - Flexible Views

Additionally, you can configure your tables with columns for value, YoY, MoM, and Total %.

Subscriptions - Customizable Tables

Filters and dashboard management tools​

Filters narrow down the data included in your report. They let you focus on a specific segment (for example, one product, specific countries or payment methods) without changing how results are grouped. Filters limit which records are included in the calculation of your metrics and apply to the entire report output.

To apply a filter, select it and add it to the report. Available filter types include:

  • Built-in filters: Standard filters with selectable values (for example, client, country, date range).
  • Text search filters: Free-text filters where you enter comma-separated values and choose whether to include or exclude matching records.

The list of applicable filters​

You can filter the subscription-related data by:

  • Currency: USD, EUR, or GBP
  • Date Range: Month-day-year
  • Order Type: Initial, One-time, or Renewal.
  • Client: Cleverbridge client name/ID
  • Product List: a list of products you select and categorize for a particular purpose. One product can be contained in several product lists.
  • Product: Name/ID of the product
  • Renewal Type: Automatic, manual, or non-recurring.
  • Renewal Period: Month, year, 2 years, or other.
  • Payment Type, Subtype: Payment type and subtype used by a customer.
  • Region, Country: World region as defined by Cleverbridge and billing country. See Countries by region.
  • B2B/B2C: Indicates whether the product was sold to a business (B2B) or a private customer (B2C).
  • Interval: Subscription interval number. See Subscription Interval Number in Subscription statuses and update options.
  • MVT: Multivariate testing campaign name/ID
  • Partner: Another business that buys your products in a B2B model. Partners purchase your products at a discount and then sell them to customers. Partners communicate directly with customers.

Countries by region​

Cleverbridge groups billing countries into the following regions:

  • APAC

    • Australia
    • China
    • Hong Kong
    • India
    • Indonesia
    • Japan
    • Malaysia
    • New Zealand
    • Philippines
    • Republic of Korea
    • Singapore
    • Taiwan
    • Thailand
    • Vietnam

  • EUROPE

    • Albania
    • Austria
    • Belarus
    • Belgium
    • Bosnia and Herzegovina
    • Bulgaria
    • Canary Islands
    • Croatia
    • Cyprus
    • Czech Republic
    • Denmark
    • Estonia
    • Finland
    • France
    • Germany
    • Greece
    • Hungary
    • Iceland
    • Ireland
    • Italy
    • Latvia
    • Liechtenstein
    • Lithuania
    • Luxembourg
    • Macedonia
    • Malta
    • Monaco
    • Montenegro
    • Netherlands
    • Norway
    • Poland
    • Portugal
    • Republic of Moldova
    • Romania
    • San Marino
    • Serbia
    • Slovakia
    • Slovenia
    • Spain
    • Sweden
    • Switzerland
    • Ukraine
    • United Kingdom

  • LATAM

    • Argentina
    • Bolivia
    • Brazil
    • Chile
    • Colombia
    • Costa Rica
    • Ecuador
    • El Salvador
    • Guatemala
    • Honduras
    • Mexico
    • Nicaragua
    • Panama
    • Paraguay
    • Peru
    • Puerto Rico
    • Uruguay
    • Venezuela

  • NOAM

    • Canada
    • United States

  • ROW

    • All other countries

Subscriptions - Filters

You can also apply x-Parameter Class and x-Parameter filters to the following metrics:

  • Revenue > Net Revenue

  • Subscription > Movements, New, Renewed, and Churned.

  • Churn > Churn Rate and Churn Type.

  • Customer Acquisition > Orders and AOV

  • Performance > All metrics

  • Engagement > Sessions

  • x-Parameter Class: These are your predefined x-Parameter classes. You can have a maximum of five x-Parameter classes per client in the system. When you select an x-Parameter Class filter, it is applied to the metrics and the x-Parameters under the x-Parameter class appears in the x-Parameter filter, which you can further select to refine the metrics. You can select either one x-Parameter class as a filter or all the available x-Parameter classes.

  • x-Parameter: x-Parameter represents origin of your revenue and subscription and there can be a maximum of 10 hierarchical x-Parameters levels in the system. You can select x-Parameter filters to see the subscription/revenue reports. You can either select one x-Parameter as a filter or all the available x-Parameters. For more information on x-Parameters, see Set up x-Parameters and Set up revenue tracking.

tip

For quick access, type the name or ID of the campaign in the x-parameter field.
subscription - x-Parameter Filters
You can also filter data by specific IDs using text search filters.
Subscriptions - Filters 2

The Subscriptions dashboard supports other tools to help you explore and understand your data more deeply, as described in the Additional filters and sorting tools.


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