Billing dashboard

Turn data into actionable insights and revenue growth

Billing dashboard in the Billing section of the Solidgate HUB provides an insightful overview of your business performance. Use this data to monitor subscriber activity, evaluate revenue stability, and track trial performance over time. These insights help you make informed decisions about your subscription strategy and uncover new growth opportunities.

Key benefits of using dashboard analytics data include:

Tracking subscriber growth and churn
View active subscriptions and trials to understand how your subscriber base evolves. This helps you identify trends and address churn early.
Optimizing revenue
Monitor monthly recurring revenue (MRR) and other key financial metrics to ensure stable and predictable income.
Segmenting and comparing performance
Filter data by product, channel, or billing period to uncover which segments are driving success or need attention.

Dashboard overview

Overall

Overall tab presents your core subscription data in one place. At the top of the page, summary cards provide immediate visibility into your most critical metrics:

Active subscriptions - shows the total number of active subscriptions for the current date
Active trials - represents the total number of current active free and paid trials
MRR - indicates the predictable monthly revenue generated by active subscriptions, which is calculated using the formula: MRR = Previous MRR + (New MRR + Churn MRR)

The charts that follow offer detailed visual analysis to help you track trends and performance across your key subscription data. Each chart delivers specific insights into various aspects of your business, from subscriber growth patterns to trial conversion effectiveness.

Active subscriptions
breakdown

This chart has bars to show the total number of active subscriptions over the selected period. A growth indicator displays percentage change compared to the previous period. This allows you to promptly spot trends, spikes, or drops in subscriber numbers over time.

New and churned
subscriptions

This chart shows stacked bars and a net change line to separate new signups from churned customers. Hovering over data points reveals exact counts, helping you identify periods of net positive or negative subscriber growth over the selected time frame.

Trial
conversion

This chart displays the number of trial customers and percentage who convert to paid subscriptions versus the previous period. Conversion rates are cohort-based, reflecting customers from the same trial start month, not total paid signups from that month.

Retention

Retention tab helps you understand how long customers stay subscribed after their initial subscription. By analyzing subscription cohorts over time, you can identify drop-off points, estimate customer lifetime, and understand how trials, renewals, and billing logic influence customer behavior.

The retention provides a cohort analysis that visualizes the percentage of subscriptions remaining active over time. You can analyze retention using two measurement approaches:

invoice - based on invoice count
month - based on calendar-aligned periods

The tab combines a retention chart with a line graph and a cohort table to help you analyze how subscriptions remain active over time.

Retention chart

The chart includes a line graph that shows aggregate retention across all cohorts. It helps you visualize how subscription activity changes over time. When you hover over points on the graph, a tooltip appears showing the retention percentage for that billing period.

Cohort table

The table displays subscription counts per cohort and billing period. Each row represents a cohort, covering subscriptions that started during a specific period. Each column shows how many of those subscriptions were still active in the subsequent billing periods.

This dual visualization approach allows you to understand both high-level retention trends and granular performance data for specific customer segments.

For deeper analysis:

select custom date ranges for granular or broad views
group metrics by daily, weekly, or monthly intervals
filter data by channel, product, or billing period

You can also combine multiple filters for detailed insights. For instance, focus on analyzing a specific product performance within a particular channel to understand what is driving growth or results in negative metrics.

Metrics explained

Expand all

Active subscription

An active subscription refers to any subscription that currently provides the customer with access to the product or service. It includes any of the following subscription statuses:

active – payment has been successful, and the current billing period is ongoing
redemption – subscription is in a grace period after a failed payment, with retries in progress and customer access maintained
cancelled with access – subscription has been cancelled, but the customer retains access till the end of their current billing cycle

New subscription

New subscribers are customers who activated a subscription for the first time during the selected period. This does not include free and paid trials.

Churned subscription

A churned subscription refers to any subscription that has been cancelled and no longer provides the customer with access to the product or service.

Example:

June 1: Customer starts a free trial → not counted as a new subscriber
June 8: Trial converts to paid → counted as a new subscriber
July 5: Customer cancels, but access continues → still active
July 8: Access ends → now churned

Monthly Recurring Revenue (MRR)

Monthly Recurring Revenue (MRR) represents the normalized monthly income from active paid subscriptions. It is a key metric for understanding the financial performance and momentum of your subscription business. MRR includes revenue from all active subscriptions, adjusted to a monthly value, regardless of billing frequency. For example, a $120 annual subscription contributes $10 to MRR.

Calculation formula:

MRR = Previous MRR + (New MRR + Churn MRR)

Where:

Previous MRR – monthly recurring revenue from the previous period
New MRR – monthly recurring revenue added from new subscriptions started during the period
Churn MRR – monthly revenue lost due to cancelled subscriptions during the period

MRR does not include one-time payments, trials, discounts not tied to recurring plans, or failed payments. It helps track revenue trends, forecast growth, and react to churn or acquisition shifts.

Retention

Retention measures how many subscriptions in a given cohort remain active after each completed billing period. A cohort is a group of subscriptions that started during the same time. This can be based on:

Date of the first successful invoice - invoice-based retention
Calendar month the subscription started - month-based retention

For month-based retention:

Start value is the number of subscriptions that started within the selected calendar cohort. For example, Jan 1–31.
Each column reflects how many of those subscriptions were still active at the beginning of each subsequent month.

For invoice-based retention:

Start value is the number of subscriptions that received their first invoice (trial or non-trial invoice, depending on the selected trial setting).
Each column in the chart shows how many of those subscriptions remained active at the end of each subsequent billing cycle, according to the configured billing period. For example, 7, 30, or 90 days.

You can switch the views and choose the retention type:

month - based on calendar data
invoice - based on invoice count
- with trial - includes only subscriptions with trial period
- without trial - includes only subscriptions without trial period

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