BUSINESS REPORTS AND TEMPLATES
Use Octoboard templates to send automated reports to your customers and build online marketing and business performance dashboards.
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STRIPE REVENUE METRICS
Revenue, plan rankings, fees and upgrades
Key Stripe business finance metrics to have on every startup and SaaS business dashboard.
This template is part of Octoboard Social Media reporting tool, Octoboard PPC reporting tool for Agencies, Octoboard SEO reporting tool for Agencies and Octoboard client reporting software for marketing agencies
- Revenue
- Product and plan rankings
- ARPU
- Customer growth
- Upgrades and downgrades
- Fees and failed transactions
This template is part of Octoboard Social Media reporting tool, Octoboard PPC reporting tool for Agencies, Octoboard SEO reporting tool for Agencies and Octoboard client reporting software for marketing agencies
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Last reviewed:
8-Aug-19
Default range:
90 days
Updates:
Hourly for premium plans
"STRIPE REVENUE METRICS" METRICS
TOTAL REVENUE
Total Net revenue over time.
Description
Total Net Revenue tracked over time.
There is one important high level metrics that you can have in your business.
There is one important high level metrics that you can have in your business.
Tips
If you are open with your team about how much your business makes in revenue, have this widget displayed on a company dashboard.
As a minimum, have it shown in your financial department or monitored by CEO, CFO and your management board.
Octoboard allows you to create multiple teams (Development, Finance, Sales), each having different widgets. Use this feature to show relevant metrics to relevant departments of your organisation.
As a minimum, have it shown in your financial department or monitored by CEO, CFO and your management board.
Octoboard allows you to create multiple teams (Development, Finance, Sales), each having different widgets. Use this feature to show relevant metrics to relevant departments of your organisation.
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RECURRING REVENUE
Monthly recurring revenue over time.
Description
Total monthly recurring revenue tracked over time.
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PLAN RANKING
Plans ranked by revenue.
Description
All your plans ranked by generated revenue.
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TOTAL CUSTOMERS
Total number of customers over time.
Description
Total number of all your customers (plan subscribers or product purchasers) tracked over time.
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NEW CUSTOMERS
New customers over time.
Description
This graph monitors your customer acquisition dynamics. New customers are counted and displayed on a time graph.
Tips
Remember, you can always change presentation of widgets from historic or trending view (line, bar, area graph) to numeric value (current value with a delta or target).
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ARPU
Average Revenue Per Customer (ARPU) over time.
Description
Average Revenue Per Customer (ARPU) is calculated by dividing total monthly revenue by total number of customers.
ARPU = Total Monthly Revenue / Total Customers
Tips
This is an important metric to keep an eye on. Use your ARPU figure to analyze your conversion funnel in Google Analytics and Google Ads.
Always make sure your paid advertising budget per customer or acquisition cost is below your ARPU.
Always make sure your paid advertising budget per customer or acquisition cost is below your ARPU.
Your ARPU covers your acquisition costs plus a margin that allows you to run your business profitably (unless of course you are a Unicorn startup).
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UPGRADES DOWNGRADES
Count of upgrades and downgrades over time.
Description
Historic trend that shows count of downgrades vs upgrades.
Tips
Have this widget displayed on your company TV. It is a great motivator that keeps the whole company focused on upselling and reducing churn (customers leaving).
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ACTIVITY
Recent activity for your account.
Description
Recent activity on your account including upgrades, downgrades, refunds and failed transactions.
This widget will display last 30 days of activity only.
This widget will display last 30 days of activity only.
Tips
A useful metric to watch and quickly spot irregularities.
Activity is initially shown for last 7 days.
Activity is initially shown for last 7 days.
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FAILED TRANSACTIONS
List of failed transactions with causes.
Description
This widget displays failed transactions and reasons why transactions fail.
Last 100 failed transactions will be displayed.
Last 100 failed transactions will be displayed.
Tips
Investigate if the same reason starts showing up frequently.
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FEES AND CHARGES
Your account fees and charges.
Description
Historic view of total value of Stripe charges over time.
Tips
Stripe charging policy is quite clear. However, very few companies know exactly what they pay. Use the numbers provided by this metric in your financial reports. This will make them more accurate.
Analyze these figures over time. For some products, prices and businesses it makes more sense to charge twice a year as opposed to monthly. The saving on fees can be quite significant.
Analyze these figures over time. For some products, prices and businesses it makes more sense to charge twice a year as opposed to monthly. The saving on fees can be quite significant.
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REVENUE VS REFUNDS
Revenue and refunds value over time.
Description
This widget allows you to correlate revenue growth with refunds.
Tips
Refunds growth should never be higher than Revenue growth. If that happens, you have a problem.
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Customers who use "Stripe Revenue Metrics" also installed these reports
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STRIPE REVENUE METRICS
Revenue, plan rankings, fees and upgrades
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KEY SALESFORCE METRICS
Deals, leads, revenue, pipeline and top sellers.
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SALESFORCE DEALS AND LEADS
Deal and leads metrics, top deal stats.
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SALES PERFORMANCE
Open deals, revenue, pipeline and sellers performance
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DEALS AND SELLERS RANKINGS
Revenue, pipeline, top deals and sellers ranking.
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QUICKBOOKS OVERVIEW
Key metrics - Income, expenses, customers and products.
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CHARTMOGUL FOR INVESTORS
ChartMogul metrics for startups, VCs and angel investors
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CHARTMOGUL STARTUPS METRICS (REPORT)
ChartMogul SaaS revenue metrics for startups and investors
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FINANCIAL PERFORMANCE - XERO (REPORT)
Financial performance report using data from Xero.
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