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Billing dashboard in the Billing section of the Solidgate Hub 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:

• 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 and cancellation reason share.

Active subscriptions
breakdown

This bar chart shows 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 compared with the previous period. Conversion rates are cohort-based, reflecting customers from the same trial start month, not total paid signups from that month.

Cancellation share

This chart tracks the percentage share of each cancellation reason over time, helping you track trends and spikes in specific reason types across the selected period. Hovering over data points reveals exact percentages for each date, allowing you to link cancellation spikes to external events or updates in your subscription flow.

The table below the chart lists cancellation codes, their share of total charges and declines, as well as the total count for each reason.

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

The chart shows total revenue for the specified period, including the revenue recovered through retry attempts, excluding refunds.

• 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.

You can use this chart to understand the impact of your retry logic on overall revenue and whether your retry strategy supports long-term revenue growth.

MRR
chart

The chart displays the dynamics of your recurring subscription revenue throughout the selected period.

• MRR is the sum of recurring revenue from all active subscriptions, calculated on a monthly basis.
• Trend is a line graph that illustrates how your MRR changes over the selected period.

MRR trend analysis helps you identify key drivers behind revenue changes, such as new plan launches, discount campaigns, pricing updates, or churn. It is a leading indicator of the long-term health and sustainability of your subscription business.

New and
churned MRR

This chart shows what drives changes in your recurring revenue. You can hover over it to check the metric value for specific dates.

• 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.

By comparing these values, you see whether growth comes from new signups or is offset by churn. Use this insight to target improvements more effectively.

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.

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 and the number of active subscriptions for that billing period.

Cohort table

The table displays active subscriptions or revenue data when you switch between the two options:

• Retained subscriptions – subscription counts per cohort and billing period
• Revenue – cohort revenue over time

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.

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:

• Active products - shows the total number of products that are currently in active status, indicating your live product portfolio size
• New products - represents the number of products created within the last 30 days, helping monitor product launch velocity and innovation pipeline
• Used products - indicates the total number of products that had at least one invoice created, showing actual market adoption and product usage

These metrics help you track portfolio dynamics and evaluate the adoption of both new and existing products.

Product chart

The chart includes a list of products with a horizontal bar chart that shows product revenue growth. It helps you analyze how revenue is distributed across your product portfolio over time.

You can quickly identify products that are:

• top revenue contributors
• low performers for improvement or removal
• new performers versus long-established ones

Where:

• Product list – products, sorted by revenue contribution, showing the top 50 products by revenue for the selected period.
• Revenue, % – the percentage of total revenue generated by each product, calculated as the ratio of the product’s revenue to the overall revenue for the selected period.

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

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 subscriptions come from customers who activated a subscription for the first time during the selected period. This does not include free and paid trials.

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) 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

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 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 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

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.