Billing dashboard
Monitor subscriber growth, MRR, churn, and trial conversions in the Solidgate billing dashboard to optimize subscription performance
Billing dashboard in the Billing section of the SolidgateHub provides an insightful overview of your business performance. Use this dashboard 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 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:
amount_usd × 30/billing_period_daysThe 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 and cancellation reason share.
Revenue tab helps you track the total and recurring income generated from subscriptions. It shows how your billing activity impacts your business growth and financial health.
By analyzing revenue trends and key metrics like Revenue and MRR, you can identify billing performance patterns and evaluate the effectiveness of your billing and retry logic. This helps you quickly spot positive or negative changes in your revenue.
- Total revenue is the sum of all successful subscription payments collected during the selected period.
- Revenue from retries is the portion of revenue recovered through retry attempts after failed charges.
- MRR is the recurring revenue from all active subscriptions, normalized to a monthly value.
- Trend is a line graph that illustrates how your MRR changes over the selected period.
- New MRR represents revenue from newly started subscriptions.
- Churned MRR sums up revenue lost due to cancellations or missed renewals.
- Net MRR provides the result of new MRR minus churned MRR.
Retention tab gives visibility into 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 tab 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 overall retention trends and performance for specific customer segments.
- Retained subscriptions – subscription counts per cohort and billing period
- Revenue – cohort revenue over time
This dual-visualization approach allows you to understand both high-level retention trends and granular performance data for specific customer segments.
Product tab shows which products generate the most revenue, how they are used, and how product activity evolves over time. It allows you to quickly evaluate performance, track new offerings, and identify the most actively subscribed products.
At the top of the tab, you can see cards that provide visibility into your product metrics:
These metrics help you track portfolio dynamics and evaluate the adoption of both new and existing products.
- top revenue contributors
- low performers for improvement or removal
- new performers versus long-established ones
Product tab serves as a strategic asset for product managers, supporting resource allocation, product improvements, and portfolio performance.
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 the performance of a specific product within a particular channel to understand what is driving growth or results in negative metrics.
Metrics explained
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 subscriptions come from 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
Trial subscriptions are not included in the churned metric. They are counted only after the trial ends with a successful charge, so cancelled trials are excluded. This ensures the churned metric reflects only paying subscribers who cancelled, not trials that never converted.
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, normalized to a monthly value regardless of billing frequency. For example, a $120 annual subscription contributes approximately $9.86 to MRR ($120 × 30/365).
Calculation formula:
MRR = amount_usd × 30/billing_period_days
Where:
amount_usd– subscription price in USDbilling_period_days– billing period length in days
| Billing period | Day count | Price | Normalized MRR |
|---|---|---|---|
| Weekly | 7 days | $10 | $10 × 30/7 ≈ $42.86 |
| Monthly | 30 days | $30 | $30 × 30/30 = $30 |
| Quarterly | 90 days | $90 | $90 × 30/90 = $30 |
| Annual | 365 days | $120 | $120 × 30/365 ≈ $9.86 |
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.
Trial conversion
Trial conversion refers to the percentage of customers who started a trial in a given cohort and later converted to a paid subscription.
Only completed trials are included in trial conversion. These are trials that were either cancelled or attempted payment. Trials that are still in progress are excluded until their outcome is known.
Example:
In January, a cohort started 500 trials, and 300 have already ended.
Out of those 300 trials, 120 converted to paid.
Trial conversion: 120 ÷ 300 = 40%
Revenue
Revenue represents the total amount collected from all successful payments during the selected period minus refunds. It is a key metric for tracking the overall financial performance and revenue health of your business.
Example:
If you collect $8,000 from monthly subscriptions and $4,000 from annual subscriptions adjusted to the selected period, your total revenue for that month is $12,000.
Retention
Retention measures how many subscriptions in a given cohort remain active after each completed billing period.
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 a trial period
- without trial – includes only subscriptions without a trial period
Cohort
A cohort is a group of subscriptions that started during the same time. The data representation depends on the selected retention type.
- Month – calendar month the subscription started
- Start value is the number of subscriptions or initial revenue that started within the selected calendar cohort. For example, Jan 1–31.
- Each column reflects how many of those subscriptions were still active or how much revenue they generated at the beginning of each subsequent month.
- Invoice – date of the first successful invoice
- Start value is the number of subscriptions or initial revenue that received their first invoice (trial or non-trial invoice, depending on the selected trial setting).
- Each column shows how many of those subscriptions remained active or how much revenue they generated at the end of each subsequent billing cycle, according to the configured billing period. For example, 7, 30, or 90 days.
When viewing the dashboard with the month-based retention type, the cohort includes all subscriptions active at the start of the month. It also includes those activated during the same month, with the following specifics:
- Trials count only when they convert to paid subscriptions
- Cancelled subscriptions count until their final active month
This approach ensures the cohort table reflects how many months each subscription lasted and applies retention logic consistently.
You can choose whether you want to view cohorts based on retained subscriptions or revenue:
- Retained subscriptions – the number of subscriptions that remain active over time
- Revenue – the revenue generated by the cohort over time
Comparing both views helps you identify whether revenue retention differs from customer retention. For example, if high-value customers stay longer or if upsells compensate for churn.