Platform 2 Guide — This article applies to the new platform. Looking for classic platform docs? Browse the Platform 1 collection.
Why: Gain insights into your members' subscriptions and revenue performance, allowing you to make informed decisions to grow your business and enhance member satisfaction.
Navigate: App Station > Analytics > Members & Revenue
Quick Start
Click on Analytics in the App Station sidebar.
Select Members & Revenue from the dropdown.
Review the Members Overview for subscription status counts.
Check the Revenue Summary for your earnings and trends.
Click on a member's profile to view their billing details.
Detailed Sections
Viewing Member Billing Information
To view your members' billing information, navigate to their profile. Here, you will find the Billing Tab, which provides a comprehensive overview of their subscription and billing details.
Key Features of the Billing Tab
Current Plan Display: Shows the active subscription, billing amount, currency, interval, and next billing date.
One-Time Purchases: Lists any lifetime or duration-based purchases along with their status.
Access Levels: Displays all access levels the member currently has.
Invoice History: Provides a table view of past invoices with download links.
Managing Subscriptions
The Manage Subscription button on a member's profile opens the Stripe Customer Portal, which is automatically configured for you. Here’s what members can do in the portal:
Switch between active subscription offers: Members can change their plan (e.g., from monthly to annual or from Silver to Gold).
Enter a promo code: When switching plans, members can type in a promo code. Note that auto-apply promo codes from checkout links do not apply here.
Update payment methods: Members can easily change their payment information.
View invoices: Past invoices are accessible for review.
Cancel subscriptions: Members can cancel their subscriptions at the end of the billing period.
Important Notes on Subscription Management
The Manage Subscription button behavior varies based on the member's subscription status. For example, if a member is on a term-limited plan, they will see their payment progress before accessing the portal.
If a member has no active subscription, they will see an option to view upgrade options instead.
Revenue Dashboard Overview
The Members & Revenue dashboard provides a detailed look at your member base and revenue performance. It is divided into two main sections:
Members: Displays counts for each subscription status, including total members, active, trialing, past due, canceled, and suspended members.
Revenue: Shows revenue metrics sourced from Stripe, including total revenue, previous period revenue, successful charges, and refunds.
Engagement Metrics
The dashboard also includes engagement metrics, such as:
Daily Active Users (DAU): Members who engaged within the last 24 hours.
Weekly Active Users (WAU): Members who engaged within the last 7 days.
Monthly Active Users (MAU): Members who engaged within the last 30 days.
Accessing the Revenue Summary
To view your revenue summary:
Navigate to the Members & Revenue dashboard.
Review the revenue metrics, including current period revenue, previous period revenue, and the percent change.
Analyze the successful charges and refunds to understand your financial performance.
Related Features
Billing Tab — User-facing billing interface for members.
Access Levels & Offers System — Learn how subscriptions and access levels work.
Stripe Integration — Understand how Stripe works with your offers and subscriptions.