Executive Dashboard

Stay Ai Dashboard

The data in this graph will reflect the selected time range. Taxes and shipping are excluded from all revenue reporting on the dashboard.
Searching by product will regenerate the executive summary based on the selected product.

Note: All data reflects EST time.

Key Definitions

Term	Definition
Subscription Cart	Any cart that is checked out with a subscription, includes add-on items.
First Time Subscription	A subscription order that was created for the first time.
Recurring Subscription	A subscription order that is continuing after the first time subscription.
Add-on Item	Products that are added as a one-time item to an existing subscription.
Revenue	Revenue from subscription and add on products - discounts.
Infinity	Any increase from 0 is an infinite percentage increase.

Executive Summary Cards

Subscription Cart
Tooltip	Definition
Subscription Cart Revenue	First Time Subscription Revenue + Recurring Subscription Revenue + All Add On Revenue in the date range.
Subscription Cart Orders	# of subscription cart orders in the date range.
Average Subscription Cart Revenue	Subscription Cart Revenue / Subscription Cart Orders in the date range.
First Time Subscription
First Time Subscription Revenue	First Time Subscription Revenue without Shipping and Tax - First Time Add-On Revenue in the date range.
First Time Subscription Orders	# of First Time Subscription orders in the date range.
Average first time subscription revenue	First Time Subscription Revenue / First Time Subscription Orders in the date range.
Recurring Subscription
Recurring Subscription Revenue	Recurring Subscription Revenue without Shipping and Tax - Recurring Add-On Revenue in the date range.
Recurring Subscription orders	# of Recurring Subscription Orders in the date range.
Average Recurring Subscription Revenue	Recurring Subscription Revenue / Recurring Subscription Orders in the date range.
Add-On
Add-On Revenue	Revenue generated by all cart Add-On Items in the date range.
Add-On Items	Total # of paid cart Add-On items in the date range.
Average Add-On Value	Add-On Revenue / Add-On Items.

Revenue Reporting

Revenue
Tooltip	Definition
Subscription Cart Revenue	First Time Subscription Revenue + Recurring Subscription Revenue + All Add On Revenue in the date range.
First Time Subscription Revenue	First Time Subscription Revenue without Shipping and Tax - First Time Add-On Revenue in the date range.
Recurring Subscription Revenue	Recurring Subscription Revenue without Shipping and Tax - Recurring Add-On Revenue in the date range.
Add-On Revenue	Revenue generated by all cart Add-On Items in the date range.
Orders
Subscription Cart Orders	# of subscription cart orders in the date range.
First Time Subscription Orders	# of First Time Subscription orders in the date range.
Recurring Subscription orders	# of Recurring Subscription Orders in the date range.
Add-On Items	Total # of cart Add-On items in the date range.
AOV
Average Subscription Cart Revenue	Subscription Cart Revenue / Subscription Cart Orders in the date range.
Average first time subscription revenue	First Time Subscription Revenue / First Time Subscription Orders in the date range.
Average Recurring Subscription Revenue	Recurring Subscription Revenue / Recurring Subscription Orders in the date range.
Average Add-On value	Add-On Revenue / Add-On Items.

Performance by Product

Note: All subscription counts in this graph have created dates in the date range.

Tooltip	Definition
Product	Lists the products available in the store.
Variant	Lists the variants available in the store.
New Active Subscriptions	Total count of new subscriptions where the product is included. The Grand Total will total all new active subscriptions, including if subscriptions include more than one product.
New Active Subscription Revenue	Total amount of revenue from new subscriptions where the product is included.
New Active Revenue/Subscription	Amount of revenue per new subscription where that product is included.
Cancelled Subscriptions	Total count of new subscriptions that were cancelled and include the product in the date range.
Percentage of Total Subscriptions	Percentage of the total new active subscriptions where the product is included in the subscription.

Subscription Timing

Displays the total subscriptions, a breakdown of the percentage, and the total count of subscriptions at each of the frequencies.

Subscriber Reporting

Note: The contents of the Total Subscribers graph do no respect the product filter. For subscriber data by product see "Performance by Product".

Total Subscribers
Tooltip	Definition
Total Active/Paused	Count of subscribers that have at least one active or paused subscription at the end of the day. Does not include total paused before 9/13/23.
New	Count of subscribers who had their first subscription on this day.
Reactivated	Count of subscribers who had all of their subscriptions cancelled to having at least one subscription as either active or paused by the end of the day. Not included before 9/13/23.
Churned	Count of subscribers who went from having an active or paused subscription to all canceled subscriptions by the end of the day.
Total Subscriptions
Total Active/Paused	Count of subscriptions that are active or paused at the end of the day. Does not include total paused before 9/13/23.
New	Count of subscriptions that were created on this day.
Reactivated	Count of subscriptions that went from cancelled to either active or paused by the end of the day. Not included before 9/13/23.
Churned	Count of subscriptions that went from active or paused to cancelled by the end of the day.

Note: The contents of the total subscriptions graph do not respect the product filter. For subscription data by product, see "Performance by Product".

Customer Portal Interactions

Below is the total count for each interaction a customer has taken on the customer portal within the selected time period.

Tooltip	Definition
Get it now	Total count of times customers used the "Get it Now" action in the customer portal.
Reactivate	Total count of times customers reactivated a cancelled subscription.
Swaps	Total count of times customers used the “Swap” action in the customer portal.
Gift next order	Total count of times customers used the “Gift next order” action in the customer portal.
Skips	Total count of times customers used the “Skip” action in the customer portal.
Opted in SMS	Total count of times customers “Opted into SMS“ on the customer portal.
Changed Order Date	Total count of times customers used the “Change order date” action in the customer portal.
Paused	Total count of times customers paused an active subscription in the customer portal.

Cohort Analysis

Each row represents a “cohort” of users. Each column displays a month following that cohort’s subscription creation. The percentages reflect the % of that month’s cohort who remained active by the end of that month.

Risk Analysis

Tooltip	Definition
Risk Analysis	Displays a system-generated graph that determines churn risk for the given period, based on trends for churn risk over time and cohort churn risk behavior.
Risk Type	Selecting “Days” will show the expected churn rate based on how many days a subscription has survived. Selecting “Lifetime Value” will show the expected churn rate based on lifetime value of the subscribers.
Category	The selected category of data that will reflect on the risk forecast graph.
Cohorts	The visible sections of data from within the selected category that are reflected on the risk forecast graph

Forecasting

Tooltip	Definition
Forecasting	Displays a system-generated, forward-looking report. The system looks at the upcoming 30, 60, and 90 days, and connects active subscriptions to the days that align with their billing policy. The forecasted revenue is based on subscription line item discounted price.
EOM	will display forecasting from current date to the end of the month.

Churn Reporting Dashboard

Cohort Comparison

Tooltip	Definition
Cohort Comparison	Use this graph to compare the following metrics across monthly cohorts.
Applied Category	The selected metrics that are being visually compared. The left selected category will display in pink, and the right selected category will display in purple.
First subscription at	This outlines the monthly cohort. This is when customers started their first subscription.
New Subscribers	Customers who have created their first subscription within the allocated time period.
Cumulative Revenue	Revenue generated from the subscriptions created by customers who created their first subscription within the month. This value includes discounts, and is minus shipping and tax.
Months Since First Subscription Order	0 indicates the month in which the customers' first subscription was created. 1 indicates the first month since the customer’s first subscription was created, etc.
New Revenue	Total order-level revenue for the cohort minus shipping and tax, as recorded during each month since the first subscription order.
Revenue Retention	New Revenue / Revenue minus shipping and tax as recorded for the cohort at 1 month since first subscription order.
Revenue Per Subscriber	New Revenue / Subscribers within the cohort.
Cumulative Revenue	Total order-level revenue for the monthly cohort, minus shipping and tax as recorded up to the end of each month since the first subscription order.
Revenue Growth Rate	Cumulative Revenue by Month / Cumulative Revenue at 1 mont since the first subscription order.
LTV	Cumulative Revenue / Subscribers within the cohort.
New Orders	Total order count as recorded during each month since the first subscription order for the cohort.
Order Retention	New Orders / New Orders for the cohort at month 1 since first subscription order.
Orders Per Subscriber	New Orders / Subscribers within the cohort at 1 month since first subscription order.
Cumulative Orders	Total order count as recorded for the cohort up to the end of each month since the first subscription order.
Order Growth Rate	Cumulative Orders for the cohort / Cumulative Orders for the cohort at 1 month since first subscription order.
LTO	Cumulative Orders / Subscribers within the cohort with orders at 1 month since first subscription order.
Subscribers with Orders	Total subscriber count of the cohort for those who placed an order as recorded during each month since the first subscription order.
Subscriber Retention	Subscribers within the cohort with orders / Subscribers within the cohort with orders at 1 month since the first subscription order.
Subscriptions per Subscriber	Subscriptions with Orders within the cohort / Subscribers within the cohort with orders at 1 month since first subscription order

Revenue & Order Retention

Tooltip	Definition
Revenue & Order Retention	Use this graph to gauge the Subscribers and Subscription performance in terms of revenue, and per cohort. For example, this graph displays the amount of revenue that the group of new subscriptions started in X month are still generating to date.
Month	Month in which the subscription was started.
New Subscriptions	Count of subscriptions with a created date in X month.
Subscribers Retained	Count of subscribers that still have active subscriptions from the group of new subscriptions created in X month.
Subscriptions Retained	Count of subscriptions that are still active from the group of new subscriptions created in X month.
Revenue Retained	Amount of money generated in the current month, coming from the group of new subscriptions created in X month.

Churn By Order

Churn by order	Use this graph to determine churn risk by order cadence. Use the date filter to select subscriptions created within the date range.
Order Cycle	The number of orders the subscription has on the Stay platform.
Upcoming Orders	The number of active subscriptions who should receive this order cycle on their next order.
Orders Placed	The number of subscriptions that have placed at least this many orders on Stay.
Total Churned	The number of subscriptions who cancelled after this order cycle.
Churn Risk Post-Order	The risk of subscriptions churning on or after this order cycle.
Churn Risk Pre-Order	The risk of subscriptions churning before this order cycle.
Expected Orders Until Churn	The expected number of new orders until subscriptions on this order cycle churn.

Churn Reporting

Tooltip	Definition
Churn Reporting	The below graphs are pulled using the data aggregated through the Retention Engine cancellation flow.
Subscription Save Rate	Percentage of subscribers that went through the Retention Engine cancellation flow, and did not cancel.
Estimated MRR Saved	The monthly recurring revenue saved from the subscribers that went through the Retention Engine cancellation flow, and did not cancel.
Same Day Cancellation	The number of subscriptions that were created and canceled within the same 24 hour period.
Same Day Cancellation	The number of subscriptions that were created and canceled within the same 24 hour period.
Total Refunds	The total amount of refunds granted.
Exit Survey Performance	Number of Subscribers that went through the cancellation flow and selected that cancel reason. Hover over the bars to see the number of customers that both cancelled or were retained with that cancel reason.
SKU-Based Churn	Displays the number of subscribers for each SKU that went through the cancellation flow and selected that cancel reason. Hover over the bars to see the number of customers with this SKU who selected that cancel reason.
Outcome Breakdown	Displays the cancel reason mapped to the Retention Engine treatment. Hover over the bars to see the number of treatments accepted with each cancel reason.

New & Churned

Tooltip	Definition
New Subscriptions	Emails of subscribers who started subscriptions on the selected date, and who’s status at the end of the day is still Active.
Churned Subscriptions	Emails of subscribers who canceled subscriptions on the selected date, and who’s status at the end of the day is still Canceled.

You will also see the number of subscriptions that are New and Churned for that day, as well as a comparison rate against yesterday’s New and Churned subscriptions.

Overall Cohort Performance

Tooltip	Definition
Overall Cohort Performance	Use this graph to compare the following metrics across monthly cohorts.
Cohort Month	The month where the data set shares a commonality.
New Subscribers	Customers who have created their first subscription within the allocated time period.
LTV	Cumulative Revenue / Subscribers within the cohort.
LTO	Cumulative Orders / Subscribers within the cohort with orders at 1 month since first subscription order.
Cumulative Revenue	Total order-level revenue for the monthly cohort, minus shipping and tax as recorded up to the end of each month since the first subscription order.
Cumulative Orders	Total order count as recorded for the cohort up to the end of each month since the first subscription order.

Overall Churn Rate

Tooltipq	Definition
Overall churn rate	Use this graph to monitor daily churn rate and status change metrics.
Churn Rate	Percentage of subscriptions that have churned daily. Computed as: (Churned Subscriptions) / (Total Active Subscriptions SOD + Total Paused Subscriptions SOD + New Subscriptions)
New	Count of subscriptions that were created on this day.
Reactivated	Count of subscriptions that went from cancelled to either active or paused by the end of the day.
Churned	Count of subscriptions that went from active or paused to cancelled by the end of the day.

Forecasting per Order

Tooltip	Definition
Forecasting per order	This graph displays the expected upcoming orders based on the upcoming month.
1st Recurring Order	The expected orders to fire in X month that are customers' first recurring order.
2nd Recurring Order	The expected orders to fire in X month that are customers' second recurring order.
3rd Recurring Order and Up	The expected orders to fire in X month that are customers' third or more recurring order.

Workflows

Tooltip	Definition
Workflow Delay	Allows a workflow trigger to delay execution for a set amount of time. A Zero Delay Count means immediate execution
Stop following workflows if one action is completed	Check this box if you would like no other workflows to run if this workflow executes at least one action. This is disabled by default.
Conditions	Statements that must be true about the event to move forward
Actions	Events that will happen if the conditions above are met

Merge Settings

Tooltip	Definition
Merge subscriptions	Enabling this feature will allow your customers to combine any subscription that has a standard selling plan. Subscriptions that have a Prepaid, Calendar & Calendar Prepaid selling plan will not be applicable to merge.
Keep Selling Plan Discount	Using this setting will maintain the existing price of the products on your subscription.
Inherit Shared or Merge Frequency Discount	Using this setting will update the price of the products when the selected subscriptions are merged.
Shared Selling Plan Discount	If all of the selected subscriptions have a selling plan that shares a frequency, the discount set in the selling plan for that shared frequency will apply to the merged subscription.
Merge Frequency Discount	If the selected subscriptions do not share a frequency, the backup discount set in the below “Merge Frequency Options” will apply to the merged subscription.
Merge Frequency Options	These frequencies will be listed as options when merging two or more subscriptions. The frequency options listed here will determine the possible shipping frequency that the merged subscription will follow.

Shipping Plans

Shipping Plan Details

Tooltip	Definition
Select all Selling Plans that apply	will be any applicable selling plan that has been set up within Stay Ai. If you want this Shipping Plan to apply to a selling plan, then please make sure it’s selected in the list. NOTE: Selling plans can only apply to one shipping plan. Adding a selling plan here will remove it from any previously selected shipping plan.
Select all Locations that apply	pulls any Locations that apply to your store in Shopify. This is where your goods ship from.
Shipping Zones	Where your goods will ship to.
Zone Name	This should be a title that is internally recognizable. The customers will not see this.
Worldwide shipping	Selecting Worldwide shipping will allow the shipping plan to apply to all countries. If you do not select Worldwide shipping, you will have the ability to manually select the countries and/or provinces that this shipping plan should apply to.

Billing

Tooltip	Definition
Billing Time	The time of day payments will be processed and orders will be generated. Subscribers will see charges shortly after this time. At present, billing will begin processing at the top of the hour selected.
Failed Charges - Retry After	The time delay between the first failed payment and the first retry
Failed Charges - Maximum Number of Retries	The number of times to retry a failed payment before the selected action below takes place.
Retry Out of Stock Orders	The number of times to retry a subscription billing order that contains one or more out-of-stock items. After the set number of retries, the order will be deferred to the next billing date
Fulfill Orders Partially if Some Products Are Out of Stock	This will allow in stock items to ship without out-of-stock items for multi-product subscriptions or orders. Set the minimum order value to determine the minimum value for the products that can ship in partial orders. If the minimum order value is set to “0”, all partial orders will be fulfilled. The currency for the minimum order value will default to the store’s set currency.