Analytics & Reporting
The Azotte Portal provides comprehensive analytics and reporting to help you understand your subscription business performance, customer behavior, and revenue trends. This guide walks you through the available dashboards, reports, and export options.
Accessing Analytics
From the portal sidebar, navigate to Analytics & Reporting to access all dashboards and reports.
Screenshot: Analytics landing page with navigation to different report categories
Revenue Dashboard
Track your financial performance in real time.
Screenshot: Revenue dashboard with MRR, ARR, and growth charts
Key Revenue Metrics
| Metric | Description |
|---|---|
| Monthly Recurring Revenue (MRR) | Predictable monthly income from active subscriptions |
| Annual Recurring Revenue (ARR) | MRR × 12, your annualized subscription revenue |
| MRR Growth | Month-over-month MRR change rate |
| Net Revenue | Total revenue minus refunds and credits |
| Average Revenue Per User (ARPU) | MRR divided by active subscribers |
| Revenue by Plan | Breakdown of revenue by subscription plan |
| Revenue by Storefront | Revenue contribution from each sales channel |
Revenue Charts
- MRR Trend — Line chart showing MRR over time
- Revenue Breakdown — Pie chart by plan, storefront, or region
- New vs. Expansion vs. Churn — Waterfall chart showing MRR components
Screenshot: MRR trend chart with new, expansion, and churn breakdown
Customer Dashboard
Understand your customer base and behavior patterns.
Screenshot: Customer analytics dashboard with acquisition and retention charts
Key Customer Metrics
| Metric | Description |
|---|---|
| Total Customers | Total registered customers |
| Active Customers | Customers with at least one active subscription |
| New Customers | Customers registered in the selected period |
| Churn Rate | Percentage of customers lost in the period |
| Retention Rate | Percentage of customers retained |
| Customer Lifetime Value (CLV) | Average total revenue per customer over their lifecycle |
| Customer Acquisition Cost (CAC) | Average cost to acquire a new customer |
Customer Charts
- Acquisition Trend — New customers over time
- Churn Trend — Churn rate over time
- Cohort Retention — Retention by monthly signup cohort
- Customer Segments — Distribution across segments (New, Loyal, At-Risk, etc.)
Screenshot: Cohort retention heatmap showing retention rates by month
Subscription Dashboard
Monitor the health and status of your subscription base.
Screenshot: Subscription analytics with status distribution and conversion funnel
Key Subscription Metrics
| Metric | Description |
|---|---|
| Active Subscriptions | Total number of active subscriptions |
| Trial Subscriptions | Number of active trials |
| Trial-to-Paid Conversion | Percentage of trials converting to paid |
| Upgrades | Number of plan upgrades in the period |
| Downgrades | Number of plan downgrades in the period |
| Average Subscription Duration | Average time before churn |
Subscription Charts
- Status Distribution — Breakdown by Active, Trial, Grace, Suspended, etc.
- Plan Distribution — Subscribers per plan
- Trial Conversion Funnel — Trial → Active → Retained
- Upgrade/Downgrade Trends — Plan movement patterns
Screenshot: Subscription status distribution pie chart and plan comparison bar chart
Payment Dashboard
Track payment health and identify issues.
Screenshot: Payment analytics with success rates and failure breakdown
Key Payment Metrics
| Metric | Description |
|---|---|
| Payment Success Rate | Percentage of successful transactions |
| Failed Payments | Number of failed transactions in the period |
| Recovered Revenue | Revenue recovered through payment retries |
| Refund Rate | Percentage of transactions refunded |
| Average Transaction Value | Average payment amount |
| Payment Method Distribution | Breakdown by card, wallet, bank transfer, etc. |
Payment Charts
- Success Rate Trend — Payment success rate over time
- Failure Reasons — Breakdown by failure type (insufficient funds, expired, declined)
- Recovery Rate — Percentage of failed payments recovered through retries
- Payment Method Usage — Which methods your customers prefer
Screenshot: Payment success rate trend with failure reason breakdown
Campaign Dashboard
Evaluate the performance and ROI of your marketing campaigns.
Screenshot: Campaign analytics with ROI and conversion metrics
Key Campaign Metrics
| Metric | Description |
|---|---|
| Active Campaigns | Number of running campaigns |
| Total Conversions | Customers acquired through campaigns |
| Campaign Revenue | Revenue attributed to campaigns |
| Return on Investment | Revenue generated vs. campaign cost |
| Cost Per Acquisition | Average cost to acquire a customer through campaigns |
Screenshot: Campaign ROI comparison across all campaigns
Reports
Pre-Built Reports
The portal includes ready-to-use reports:
| Report | Contents | Frequency |
|---|---|---|
| Monthly Business Review | MRR, churn, growth, top/bottom performers | Monthly |
| Revenue Summary | Revenue by plan, storefront, region | Daily/Weekly/Monthly |
| Customer Health | At-risk customers, churn predictions | Weekly |
| Payment Report | Transaction details, failures, refunds | Daily |
| Campaign Performance | ROI, conversions, cost per campaign | Per campaign |
| Subscription Lifecycle | New, upgraded, downgraded, churned | Weekly/Monthly |
Screenshot: Reports library with pre-built and custom report options
Custom Reports
Create custom reports by:
- Click + New Report
- Select dimensions (time, plan, storefront, region, segment)
- Select metrics (revenue, subscribers, churn, conversions)
- Choose visualization (table, chart, or both)
- Save and optionally schedule email delivery
Screenshot: Custom report builder with dimension and metric selectors
Exporting Data
All reports can be exported in:
- CSV — For spreadsheet analysis
- PDF — For presentations and stakeholder sharing
- Scheduled Email — Automatic delivery to your inbox on a set schedule
Screenshot: Export options dialog
Date Range & Filters
All dashboards support:
- Date range selector — Today, last 7 days, last 30 days, last quarter, custom range
- Comparison mode — Compare current period to a previous period
- Global filters — Filter all widgets by storefront, plan, region, or segment
Screenshot: Date range selector with comparison mode toggle
Best Practices
- Review weekly — Check key dashboards at least weekly for early trend detection
- Use comparison mode — Always compare to a previous period to understand direction
- Focus on leading indicators — Trial conversion and at-risk segments predict future churn
- Share reports — Schedule monthly business review reports to stakeholders
- Act on insights — Use analytics to trigger campaigns, adjust pricing, or improve onboarding
Troubleshooting
| Issue | Possible Cause | Solution |
|---|---|---|
| Data looks delayed | Processing lag | Allow up to 15 minutes for data to refresh |
| Metrics don't match expectations | Filters applied | Clear all filters and check date range |
| Export fails | Too large a date range | Narrow the date range or apply filters |
| Custom report empty | No data matching dimensions/metrics | Verify filter criteria match available data |
Next Steps
- Portal Overview — Return to the portal home
- Customer Management — Act on customer insights from reports
- Campaign Management — Launch campaigns based on analytics findings