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Everything SadAnalytics does, and which half is free.

Free is everything SadAnalytics can know from Stripe alone. SadAnalytics Pro, coming soon, will add everything beyond Stripe, a way to get your data out, and control over who can see SadAnalytics.

Every SadAnalytics feature, free against SadAnalytics Pro (coming soon)
FeatureFreeSadAnalytics Pro (coming soon)
Dashboard with comparisons and history ✓ ✓
MRR trend and MRR movement ✓ ✓
Cohort retention ✓ ✓
Revenue report ✓ ✓
Reactivations report ✓ ✓
Payment Recovery report ✓ ✓
Trial Conversions report ✓ ✓
Customers, Subscriptions and Transactions lists with filters ✓ ✓
Customer drawer with WordPress user match ✓ ✓
Detected subscriptions ✓ ✓
Weekly email digest ✓ ✓
Multi-currency ✓ ✓
Exempted accounts ✓ ✓
Target MRR ✓ ✓
Referral source ✓ ✓
GDPR export and erase ✓ ✓
Diagnostics ✓ ✓
Paid Memberships Pro connector No ✓
Manual payments with mark-paid No ✓
CSV import of manual payments No ✓
CSV export on every list No ✓
Upcoming Payments No ✓
Access control: who can see SadAnalytics, with view-only access No ✓

A dashboard that compares itself

MRR, subscriptions, customers, lifetime value and at-risk MRR each show their change against last month, the same month last year, or any month you pick. MRR, subscriptions and customers are rebuilt from your Stripe history. The others build their history from your first sync.

The compare-to menu open, offering last month, the same month last year, and a month of your choice.
Compare MRR, subscriptions, customers, LTV and at-risk MRR with last month, last year, or any month you pick.

Real MRR

Annual plans are spread into a monthly figure; trials count when their period is paid; paused subscriptions are shown apart. A subscription whose payment failed stays in while the retries run, and its money also shows separately as at-risk MRR.

The monthly recurring revenue card: the headline figure, the number of subscriptions behind it, the change against last month, and a sparkline.
Your real MRR, with annual plans spread monthly and detected subscriptions counted.

MRR trend and movement

Twelve months of MRR, and for any period the reasons it moved: new, expansion, contraction, churn and reactivation.

Four months of the Revenue report's movement table: new, reactivation, expansion, contraction and churn, then net new MRR and ending MRR for each month.
What changed, and why: new, expansion, contraction, churn, reactivation.

Cohort retention

Each month's new customers followed at one, three, six and twelve months, as a heatmap you can read in a glance.

The cohort retention heatmap: each monthly group of new members and the share still paying at one, three, six and twelve months.
Each signup month, followed for a year.

Payment Recovery

Every invoice that needed a retry, how many attempts it took, whether the money came back, and how much is not yet recovered.

The Payment Recovery table: customer, invoice, amount due, amount paid, attempts, status, invoice date.
Every invoice that needed a retry, how many attempts it took, and what was paid.

Reactivations and trial conversions

Customers who left and came back, and trials that turned into paying customers, each as a report with its own summary.

The Reactivations report summary cards.
Customers who left and came back.

Lists with real filters

Customers, Subscriptions and Transactions, all searchable and sortable, each groupable by plan or source. Customers and Subscriptions let you pick several statuses at once, and Transactions can also group by month.

The status filter open on the Customers list, with several statuses ticked at once.
Filter by several statuses at once.

The customer drawer

One customer: their active subscriptions, their last 20 payments, the WordPress user they match, their referral source and their lifetime value.

The customer drawer: the linked WordPress user, referral source, lifetime value, active subscriptions and the last 20 payments.
One customer, their subscriptions, recent payments and WordPress user.

Detected subscriptions

Recurring revenue that Stripe never modeled as a subscription, found in the charges and counted, with its own badge.

A detected subscription in the customer drawer: its Active and Detected badges, the amount and interval SadAnalytics found, its start date, and buttons to confirm it as a subscription or mark it as one-time.
Recurring revenue SadAnalytics found in plain charges.

Weekly email digest

MRR, cancellations, new subscribers and retention in your inbox on the day and hour you choose.

The weekly digest email: MRR and its change against last month, then this week's new subscribers, cancellations and net change.
The numbers that matter, in your inbox on the day you choose.

Multi-currency

Each currency is totaled on its own. Add a free exchange-rate key and they roll up into one reporting currency; without one, other currencies are listed separately rather than converted.

Per-currency totals on a report.
More than one currency? Each is totaled, then converted to one figure once you add a free exchange-rate key.

Exempted accounts, target and sources

List your own test accounts so they never count, set a target MRR, and record where each customer came from.

The General settings tab: primary currency, the exchange-rate key, trial roles, referral sources, exempted accounts, target MRR and debug mode.
Currency, exchange rates, trial roles, referral sources, exempted accounts and your target.

Connectors SadAnalytics Pro

Coming soon in SadAnalytics Pro: a Paid Memberships Pro connector that will import pay-by-check and no-gateway orders without any credentials. A WooCommerce Subscriptions connector is next in line.

The Connectors tab in SadAnalytics Pro with Paid Memberships Pro detected and switched on, and its payment gateways grouped into imported, skipped and needs review. SadAnalytics Pro
Bring in the revenue Stripe never saw.

Manual payments and CSV import SadAnalytics Pro

Coming soon in SadAnalytics Pro: record bank transfers, checks and cash by hand, or import a spreadsheet with a dry run first, and they will count toward your real MRR.

The CSV import preview: how many rows will be imported, skipped as duplicates or example rows, or have errors. SadAnalytics Pro
Import a spreadsheet of payments, with a preview first.

CSV export SadAnalytics Pro

Coming soon in SadAnalytics Pro: every list, out as a CSV, with your filters applied.

The Export CSV button on a report toolbar. SadAnalytics Pro
Every list, out as a CSV.

Upcoming Payments SadAnalytics Pro

Coming soon in SadAnalytics Pro: what is due and what is overdue, with the total you can expect.

The Upcoming Payments report: each renewal with its due date, customer, plan, source, how it is collected and the expected amount, and the total expected. SadAnalytics Pro
What is due and what is overdue.

Access control SadAnalytics Pro

Coming soon in SadAnalytics Pro: pick the people who can see SadAnalytics, and give people who are not administrators view-only access. Without Pro, every administrator sees SadAnalytics and nobody else can.

The Access tab in SadAnalytics Pro: the people who can open SadAnalytics, each marked Full access or View only, and a search to add someone. SadAnalytics Pro
Choose exactly who sees the numbers.

See your real recurring revenue.

The free plugin is in review at WordPress.org. SadAnalytics Pro is coming soon. Want to know when it is out? Email [email protected].

SadAnalytics Pro: coming soon