01
Metric definitions
Agree on how MRR, churn, and LTV are actually calculated for your business, so every report uses the same numbers.
Reporting and visibility
Analytics that inform the next decision
Build the views operators actually open: Shopify-verified data status, MRR and ARR movement, failed-payment recovery, revenue at risk, churn reasons, cohort health, and upcoming billing forecasts.
Workflow area
Freshness-aware revenue views
Set up MRR, ARR, expansion, contraction, and billing-forecast views with clear data status. Operators should know whether a number is Shopify-verified, synced from a database snapshot, or needs reconciliation.
Delivery focus
Churn and recovery signals
Surface cancellation reasons, lifecycle changes, failed-payment recovery outcomes, recovery queue status, and revenue-at-risk views so the next action is visible without pretending to predict the future.
Workflow area
Observed value and cohort context
Track observed value by cohort, plan, and source with documented definitions. The point is not a magic LTV number; it is a shared view of what each segment has actually done.
Delivery focus
Contract health and lifecycle views
Organize contract health, lifecycle state, upcoming billing, payment failures, and support reasons into views that make subscription triage easier.
Workflow area
Scheduled reports and reconciliation notes
Prepare scheduled reports for Slack, email, or BI, with documented metric definitions, freshness notes, and reconciliation checks when Shopify and local read models drift.
Delivery focus
Finance Exports & Planning Views
Build finance exports and planning views for internal subscription workflows. Accounting treatment should be validated by your finance and tax advisors.
Operating proof
What we help you set up
Reporting patterns that turn Shopify subscription data into operator decisions without overclaiming precision. 02
Recovery queue views
Track failed-payment cases, retry outcomes, revenue recovered, and revenue still at risk.
03
Data status
Make freshness, Shopify verification, stale snapshots, and reconciliation needs visible.
04
Cohort health
Retention by signup month, plan, and acquisition source — the segments that actually drive decisions.
05
Finance exports
Export subscription billing data to the finance tool of record so accounting teams can review treatment and reporting.
06
Operator dashboards
Build the daily dashboard around billing health, recovery cases, lifecycle changes, and next decisions.
Operating proof
How reporting gets implemented
No custom analytics platform. We use your Shopify data, your BI tool, and a documented definition of each metric so the whole team reads from the same numbers.
Shared
definitions of MRR, churn, and LTV your team agrees on
implemented in the BI tool you already pay for
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so a new team member can read the logic
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views the team actually checks, not vanity charts
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