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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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HOME / REPORTS / STRIPE REVENUE METRICS

STRIPE REVENUE METRICS

Revenue, plan rankings, fees and upgrades

Template for generated report: Stripe business finance metrics dashboard

Key Stripe business finance metrics to have on every startup and SaaS business dashboard.

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

395

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Last reviewed:

11-Nov-19

Default range:

90 days

Updates:

Hourly for premium plans

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Stripe

#billing-finance #beta

"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.

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.

Platform 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.

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.

Tips

A useful metric to watch and quickly spot irregularities.

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.

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.

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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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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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