Key Performance Indicators - KPIs
Last updated
Last updated
Several reports within the CRM contain an “Enable KPIs” button which can be clicked on to customize.
Some reports will only provide a Summary chart, while others will contain additional KPIs that can be enabled.
If your account has a lot of data, you might notice a delay when a report loads after navigating to it. This can be alleviated by enabling the “Do not run report on page load” option within the KPI options. Once this is enabled, the report will only search for data once the Search button is pressed.
Partials - Customers who did not complete checkout
Initial Declines - Customers who declined upon checkout
New Sales - Number of completed orders
New Sales Amount - Total value of all new customers, including upsells
New Upsell Amount - Total value of all new upsells
Net New Sale Revenue - New Sales Amount - Refund Amount
Recurring Sales - Number of recurring sales
Recurring Refund Amount - Total value of recurring orders that were refunded
Recurring Declines Rate - Rate of rebill attempts that declined
Conversion Rate - New Sales/(Partials+Initial Declines+New Sales)
Initial Declines Rate - Initial Declines/(New Sales+Initial Declines)
New Sales Approval Rate - New Sales/(New Sales+Initial Declines)
New Upsells - Number of purchased upsells
Refund Amount - Total value of new sales that were refunded
Average Order Value - New Sales amount/New Sales
Recurring Sales Amount - Total value of all recurring orders
Net Recurring Revenue - Recurring Sales Amount-Recurring Refund Amount
Chargeback Rate - Number of Chargebacks/Number of Approved Orders
Includes an up/down arrow comparison to the previous period.
Initial Purchases - Number of approved initial purchases
In-Trial Cancel Rate - Percent of purchases cancelled before the first rebill
Cycle 2 Retention Rate - Cycle 2 Approvals/Initial Purchases
Cycle 3 Retention Rate - Cycle 3 Approvals/Initial Purchases
Average CLTV - Net Rev from all cycles/Initial Orders
Initial Orders - Number of approved initial orders
Cycle 2 Approval Rate - Cycle 2 Approvals/Cycle 2 Attempts
Cycle 3 Approval Rate - Cycle 3 Approvals/Cycle 3 Attempts
Cycle 3 rebill rate - Cycle 3 Approvals/Cycle 2 Approvals
Gross Revenue - Gross Revenue from all cycles
Net Revenue - Net Rev from all cycles = Gross Rev-Chargebacks-Refunds-Expenses-Commissions
Includes an up/down arrow comparison to the previous period.
