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Navigating the Dunning Analytics Dashboard
Navigating the Dunning Analytics Dashboard

Understand what is happening behind each payment failure with Stay AI's Dunning Analytics Dashboard

Benjamin Paull avatar
Written by Benjamin Paull
Updated over a week ago

Welcome to the Dunning Analytics Dashboard

Please note that these analytics are being captured in a new and unique way. This means it may take some time for the dashboard to populate with data.

The Dunning Analytics dashboard in Stay's merchant portal shows you data about subscriptions currently in dunning, top causes of failed billing, subscription recoveries, and subscriptions canceled from and during dunning.

What is Dunning?

Dunning is the process of recovering a subscription after a billing attempt fails. Stay AI offers tools for automatically retrying payment methods under your Billing Settings.

Each time a payment fails, the failure is recorded in the Billing Failures tab, and Stay AI creates a Recovery ID or applies the failure to an existing Recovery ID on that subscription.

Each recovery is tracked by our Dunning Analytics until a subscription is recovered or cancelled.

Why Track Recoveries?

A subscription can fail to bill and recover OR fail to bill, get cancelled, and be reactivated multiple times in a time period. By tracking each recovery to it's conclusion we can show each one of these events for all subscriptions instead of just relying on what is currently happening or last happened for analytics. This gives you the clearest picture of what is happening when your payment processor declines a subscription.

Breaking Down the Analytics

When you first open the Dunning Analytics page, we display the last six months of data (*except for the Subscriptions in Dunning graph).

Main Dashboard Highlights

At a glance, we highlight the number of times subscriptions have been recovered after failed billing, the total revenue captured from those recoveries, and the number of "Out of Stock" billing errors during the selected time period.

"Out of Stock" Billing Errors

Since "Out of Stock" billing errors are managed by a process separate from billing failures, they are not included in the dunning graphs below. Please ensure that you are keeping track of your inventory in Shopify.

Subscriptions in Dunning*

This graph shows the total number of subscriptions currently in dunning in your store, grouped by how many times they've failed since their last successful billing attempt. This allows you to monitor the current health of your recovery process.

*This graph is not affected by the date range to provide you with the most current data.

Top Causes of Failed Payments

This pie chart aggregates the error message data from the Billing Failures table into an easy-to-digest format. It highlights the top nine reasons for billing failures and groups the remaining reasons into a tenth slice.

For most stores, the top error messages will typically be "Your card was declined" and "Your card has insufficient funds."

You’ll likely also see a message titled "credit_card_not_found," which is a generic message from Shop Pay. While the exact origin of the error isn't always clear, Shopify has informed us that it typically indicates the card is either expired, has insufficient funds, is not supported, or has information that doesn't match with the bank's records.

Recovery by Attempt

The Recovery by Attempt graph shows the number of recoveries (successful billing attempts following failures) grouped by the number of failed billing attempts before the subscription was recovered.

Metric

Definition

Recovery Rate

This metric highlights how effectively you are recovering subscriptions compared to failures. It is calculated as follows:

Recoveries / (Recoveries + Cancellations) × 100%.

This number will always be the inverse of the Cancellation Rate.

Recoveries

The total number of recoveries.

Subscriptions Recovered

Since a subscription can fail and be recovered multiple times, this metric highlights that aspect. It will always be equal to or smaller than the number of recoveries. A larger difference suggests that the same subscriptions are failing and recovering repeatedly.

Dunned Subscriptions Cancelled

The Dunned Subscriptions Cancelled graph shows the number of cancellations for subscriptions in dunning, grouped by the number of failed billing attempts before the subscription was canceled. The bars are also segmented by Manual Cancel and System Cancel.

Metric

Definition

Manual Cancel

Subscriptions where billing failed and were canceled by the customer, the merchant, or an API before successful billing attempts could recover them.

System Cancel

Subscriptions canceled by Stay AI after reaching the maximum number of failed billing attempts.

Cancellation Rate - Cancellation Rate

This metric highlights how cancellations for subscriptions in dunning compare to failures. It is calculated as follows:

Cancellations / (Recoveries + Cancellations) × 100%.

This number will always be the inverse of the Recovery Rate.

Cancellations

The total number of cancellations for subscriptions in dunning.

Subscriptions Cancelled

Since a subscription can fail and be canceled multiple times within the same period, this metric highlights that aspect. It will always be equal to or smaller than the number of cancellations. A larger difference suggests that customers are reactivating without resolving payment method issues or encountering different payment method issues after reactivation.

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