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Dashboards

Dashboards allow users to access all the important information in one place and help to diagnose the health of the business. You may access two dashboards from the navigation menu on the left.

FastSpring converts non-USD transactions to USD at the time of report generation. Because of varying currency exchange rates, reports may vary slightly.

Accessing Dashboards

Dashboards can be accessed from the home page through the navigation bar on the left. There are two dashboards that can be viewed as dropdowns by clicking “Dashboards” on the left navigation Menu.

  • Revenue Overview
  • Subscription Overview

Dashboard Settings

Dashboard settings give you the option to do the following:

  • Disable one or both dashboards for your store
  • Select one of the Dashboards as a “Default Dashboard” to show up as a default landing page.

Access Dashboard Settings from Settings>Store Settings>Dashboard settings

Filters

There are three top filters to refine the analytics:

  1. Time frame (filter data based on selected time frame)
  2. Product (filter data for one or more products from the dropdown)
  3. Country (filter data for one or more countries from the dropdown)

Save a Filter

“Save Filter” allows users to save filter options. The filter combinations used frequently can be named and used late from “All save filters” from the drop-down instead of applying all the filters every time.

The filters can be saved at the user level or at an account level. This setting is prompted when the filter is saved.

Welcome Page

Users may view the “Welcome” dashboard for important revenue metrics. 

  • Net Revenue: A sum of all payments received from orders and rebills (excluding refunds and taxes).
    • The “This Month” timeframe represents the incomplete month to date.
  • Account Balance: The USD amount that the account has accumulated for the current payout period.
  • Refunds Last 30 days: The USD amount of refunds in the last thirty days.

Revenue Overview

The Revenue Overview dashboard gives users a comprehensive view of all the revenue-related metrics.

The Revenue Overview dashboard has the following Big number tiles:

  • Average Transaction Amount: This is calculated as net sales divided by the count of transactions.
  • Transactions: Count of transactions (not including refunded transactions)
  • Refund Rate: Refund Item Count divided by Transaction Item Count
    • At the item level, not the transaction level.
    • Example: if ten items were purchased in one order and five items are returned, the refund rate is 5/10 = 50%

The Revenue Overview analytical tiles below are interactive and may be clicked to open a pop-up with the following analytics:

  • Compare to the previous period
  • Breakdown by product, country, coupon, discount, or relationship

The reports can also be downloaded for further analysis.

Following are the interactive analytical tiles:

  • Net Sales: A sum of all payments received from orders and rebills. The tile displays the USD amount of net sales and timeline. Net sales on a specific day can be viewed by hovering on the graph. 
    • FastSpring excludes refunds and taxes irrespective of gross or net pricing model

  • Cumulative Net Sales: A cumulative view of net sales.

  • Transactions: The transaction count over the given timeline. Transactions on a specific day can be viewed by hovering on the graph.

  • Net Sales/ Transactions by Product: Top ten products in descending order by net sales or transactions (selected from the dropdown)

  • Transaction Currency: Filter on the transaction currency tile by clicking on one or more of the colored sections of the pie chart.
    • Note: Filtering on this tile will filter the currency on the entire dashboard. To remove the filter, click on “Clear Filter”.

  • Net Sales by Country: A map view of Net Sales by buyer country. Hovering over a country can give net sales for that country.

Subscription Overview

The Subscription Overview dashboard gives users a comprehensive view of all subscription-related metrics.

The Subscription Overview dashboard has the following Big number tiles:

  • MRR: Monthly Recurring Revenue for the selected time frame.
    • The MRR value is displayed on the last day of the selected time frame.
    • The MRR includes manual subscriptions as the revenue from manual subscriptions recurs on a monthly basis.
    • The MRR does not include on-demand subscriptions as the revenue from on-demand subscriptions does not recur on a monthly basis.
  • Active Customers: A count of unique customers with active subscriptions in the selected time frame. This count includes customers who have canceled subscriptions that have not yet been fully deactivated. The value displayed is on the last day of the selected time frame.
  • Cancellations: A count of subscriptions canceled in the given time frame. The value displayed is for the entirety of the selected time frame.
  • MRR Churn Rate: MRR lost to downgrades and cancellations as a percentage of MRR before the selected time frame.

Below these tiles, a Monthly Recurring Revenue bar graph is shown which displays MRR for the past 12 months. On hover, each bar shows the Month, MRR in USD, and, MRR Growth Rate for a particular month. To gain more insight into the MMR, click on any of the bars displayed to open the Monthly recurring revenue Pop up chart.

Monthly recurring revenue Pop-up chart: A stacked bar graph opens on clicking the MRR bar graph.

The pop-up chart has multiple options, starting with filters on the top that can be used to filter the MRR based on:

  • Monthly Recurring Revenue vs MRR Growth Rate
  • Time frame
  • Products
  • Countries

The options under the filters can be used to change the time frame for each of the bars to monthly, weekly, or daily periods. The values shown are for the last day of the selected time frame, meaning the Monthly Recurring Revenue shown for each month is for the last day of each month.

The stacked bars can be further drilled deeper by adding or removing the following variables within each bar:

  • Contraction: MRR lost to cancellations and downgrades.
  • Existing: MRR from the existing customers who have not made any changes to active subscriptions
  • Activation: MRR contribution from new customers
  • Expansion: MRR contribution from upgrades by existing customers

The MRR and MRR growth rate can be broken down by product, country, coupon, discount, or relationship type. The results in the table list can be sorted in ascending or descending order using the arrows beside each column.

Under the Monthly Recurring Revenue bar graph tile, there are 3 tiles:

  • Annual Run Rate: Annual Run rate is the annualized recurring revenue, calculated as MRR*12. The line graph has a time frame in weeks on the X-axis and USD amount on the Y-axis. On hovering, the value of the annual run rate on a given date can be viewed.

  • Average MRR per Customer: Average MRR per customer is the USD amount of MRR for each individual customer, calculated as MMR divided by the number of unique customers. The line graph has a time frame in weeks on the X-axis and USD amount on the Y-axis. On hovering, the value of the average MRR per customer on a given date can be viewed.

  • Lifetime Value: Lifetime Value is the revenue generated per customer over their lifetime, calculated as the average MRR per customer divided by customer churn rate (number of customers deactivated/ total number of customers). The line graph has a time frame in weeks on the X-axis and USD amount on the Y-axis. On hovering, the value of the annual run rate on a given date can be viewed.

The last row in the Subscription Overview dashboard has 3 tiles:

  • Activations and New Customers
    • Activations: This is the number of new subscriptions over a time frame. The line chart has a time frame in weeks on the X-axis and the number of subscriptions on the Y-axis.
    • New Customers: This is the number of new customers you have acquired over a time frame. The line chart has a time frame in weeks on the X-axis and the number of new customers on the Y-axis

The Y-axis scale values represent a different metric based on the metrics selected.

  • For Activations, the number value represents new subscriptions.
  • For New customers, the value represents the number of customers the business has acquired.

  • Active Customers and Active Subscriptions
    • Active Customers: This is the number of unique customers with active subscriptions over a time frame. The line chart has a time frame in weeks on the X-axis and the number of active customers on the Y-axis.
    • Active Subscriptions: This is the number of subscriptions that are active. The line chart has a time frame in weeks on the X-axis and the number of active subscriptions on the Y-axis.

An active customer may have more than one subscription so these two metrics are different.

The Y-axis scale values represent a different metric based on the metrics selected.

  • For active customers, the number value represents the number of customers.
  • For active subscriptions, the value represents the number of subscriptions.

  • Customer Churn Rate and Revenue Churn Rate
    • Customer Churn Rate: This is the number of customers who canceled the subscriptions as a percentage of total customers. On any given day, the customer churn rate value considers cancellations in the last 30 days and the current count of active customers. The line chart has a time frame in weeks on the X-axis and customer churn rate as a percentage on the Y-axis.
    • Revenue Churn Rate: This is the USD amount of monthly recurring revenue lost to cancellations and downgrades as a percentage of MRR. On any given day, the revenue churn rate value considers MRR lost in the last 30 days and the current MRR. The line chart has a time frame in weeks on the X-axis and revenue churn rate as a percentage on the Y-axis.

The Y-axis scale values represent a different metric based on the metrics selected.

  • For Customer Churn Rate, the number value represents the percentage of customers.
  • For Revenue Churn Rate, the value represents the percentage of MRR.