Subscriptions

Subscriptions is a dashboard that consolidates and visualizes the most important metrics to track your subscription business. To access subscription analytics, go to the main menu of our web admin tool and click Analyze > Subscriptions.

For a glossary of all subscription-specific terminology, see Subscription Glossary.

Important

You can access the subscription analytics embedded into our web admin tool once you complete the onboarding process successfully. For more information, contact Client Experience.

Tip

Like the Business Intelligence (BI) tool, the Subscriptions dashboard provides data to be used as a reference and not for accounting purposes. If you want to generate reports for accounting purposes, use the clearing reports available in Commerce Assistant (CA). For more information, see Important Information about BI Reporting.

Subscriptions Metrics

The Subscriptions dashboard offers five groups of metrics to help you analyze your subscription business:

1. Revenue

2. Performance

3. Subscriptions

4. Retention

5. Refunds

Flexible Views

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

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

Filters

In the Subscriptions dashboard, you can apply common filters to the results across all pages.

You can also filter data by specific IDs using text search filters.

The applied filters are visible above the charts and can be cleared with the X sign.

You can filter the data by:

  • Date Range: Month-day-year
  • Client: Cleverbridge client name/ID
  • Currency: USD, EUR, or GBP
  • Product: Name/ID of the product
  • Product List: Name/IDs of product lists
  • Recurrence:Type of the product, either recurring or non-recurring
  • Renewal Period: Monthly, yearly, or other subscription running periods
  • Interval: Subscription item interval number
  • Payment Type, Subtype: Payment type and subtype used by a customer
  • Region, Country: World region as defined by Cleverbridge and billing country
  • Business Category: B2C or B2B
  • MVTClosed Multivariate testing (MVT) is a technique for testing two or more different variables in the checkout process to determine which variable creates more revenue or a higher conversion rate.: 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.
  • X-Parameter Class: These are your predefined x-parameter classes. You can have a maximum of 5 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 appear in the X-Parameter filter drop-down, which you can further select to filter 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 subscriptions 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, X-Parameter and Revenue Tracking Reporting, and Set Up Revenue Tracking.

Tip

To quickly find a specific campaign in a long list of entries in the X-Parameter field, utilize the search feature by typing in either the name or ID of the campaign for which you wish to filter the data.

Important

In the Subscriptions dashboard, you can apply X-Parameter Class and X-Parameter filters only to the following metrics:

  • Revenue > Net Revenue
  • Subscriptions > Movements, New, Renewed, and Churned
  • Churn > Churn Rate and Churn Type
  • Customer Acquisition > Orders and AOV
  • Performance > All metrics
  • Engagement > Sessions

Top N Values

Within the Subscriptions dashboard, for pages with a single metric, you can view the Top N values for generated tables wherever dimension selection is available.

Chart Features

Hovering over each chart’s title displays a brief explanation of the shown KPI and how it is calculated.

Hovering over any of the bars or lines in any of the charts, gives you more detailed data. For instance, the Subscription Movements chart displays the following data for the month of September 2023:

You can drill up, drill down, and change the view on all line charts and some bar charts. You can switch between monthly, quarterly, annual, or daily views. To drill up, hover over the chart and click Single arrow up icon at the top of the chart. To drill down, click Single arrow up icon and then select the desired data point on the chart. To return to the quarterly, monthly, or daily view, click Double arrow down icon.

The table at the bottom of the page shows the data used to calculate the KPIs of the charts.