View Subscriptions Dashboards

This section covers the dashboards for Recurring Billing subscriptions. You can search for subscriptions and view subscription performance dashboards. Performance dashboards are provided for subscriptions revenue (today, monthly, or projected) and for subscriptions status (new, active, or canceled).

Searching for Subscriptions in the Dashboard

You can search for subscriptions by using previously saved search filters, modify those filters, or create and save new search filters.

The Search Results section shows this informtion about each subscription:

Subscription code

Subscription name

First name

Last name

Plan name

Amount and currency type

Start date

Status

Follow these steps to search for Recurring Billing subscriptions:

On the left navigation panel, click the

Recurring Billing

icon.

Click

Manage Subscriptions

. The Manage Subscriptions page appears.

ADDITIONAL INFORMATION

The

Home

is selected by default, and the Search Results section lists your subscriptions.

Click

Add filter

. The Search Tools section expands.

ADDITIONAL INFORMATION

Use this section to create or select the search filter you want to apply.

Select a previously saved search filter.

Edit, rename, delete, or set an existing search filter as the default.

Create a new search filter.

To apply the search filter, click

. The Subscriptions List displays the results of your search.

Viewing the Subscriptions Revenue Dashboard

The Subscription Revenue dashboard list your Recurring Billing subscriptions by revenue generated. The list shows this information about each subscription, and you can sort the list on any column:

Subscription Code

Subscription Name

First Name

Last Name

Amount

Start Date

Status

A corresponding plot graph shows the weekly revenue received from your subscriptions. You can change information reflected in the graph by selecting a view-specific information card below the graph. This table describes the three views you can selext for the subscription revenue dashboard.

Views of the Subscription Revenue Graph
View Name	Graph Description	Card Description
Today's Revenue	Plots monthly revenue amounts received so far today and each day prior, going back 6 months.	Displays the exact revenue amount for today and the percentage change from this time yesterday.
Monthly Revenue	Plots monthly revenue amounts received so far this month and each month prior, going back 6 months.	Displays the exact running total revenue for this month and the percentage change from this time last month.
Projected Revenue	Plots the annual revenue projected for one year out, going back 6 months.	Displays the exact annual revenue projected for one year out and the percentage change from the previous year's projection.

Follow these steps to view the subscription revenue dashboard for Recurring Billing:

On the left navigation panel, click the

Recurring Billing

icon.

Click

Manage Subscriptions

. The Manage Subscriptions page appears. The

Home

is selected by default.

Select the

Performance

tab. The

Revenue

view is selected by default.

ADDITIONAL INFORMATION

The Subscription Performance graph appears above the Search Fields list, with Today's Revenue view selected by default.

To change the view of the graph, select a different card below the graph.

Viewing the Subscriptions Status Dashboard

The Subscription Status dashboard lists your Recurring Billing subscriptions by status. The list shows this information about each subscription, and you can sort the list on any column:

Subscription Code

Subscription Name

First Name

Last Name

Amount

Start Date

Status

A corresponding bar chart shows the weekly total number of subscriptions.

You can change the dashboard view (filter the list and change the chart) by selecting a view-specific information card below the chart.

This table describes the three you can select for the subscription status dashboard.

Views of the Subscription Status List and Chart
View Name and List Filter	Chart Description	Card Description
New Subscriptions Filters the list of subscriptions to show only your active subscriptions in order of start date.	Charts the number of new subscriptions added each week, going back one quarter.	Displays the number of new subscriptions added today and the percentage change from yesterday.
Active Subscriptions Filters the list of subscriptions to show only your active subscriptions.	Charts the number of active subscriptions each week, going back one quarter.	Displays the month-to-date number of active subscriptions and the month-over-month percentage change.
Canceled Subscriptions Filters the list of subscriptions to show only your canceled subscriptions.	Charts the number of canceled subscriptions for the current fiscal year. Weekly subtotals are shown, going back one quarter.	Displays the year-to-date number of subscriptions cancelled this week and the percentage variance from the target number.

Follow these steps to view the subscription status dashboard for Recurring Billing:

On the left navigation panel, click the

Recurring Billing

icon.

Click

Manage Subscriptions

. The Manage Subscriptions page appears. The

Home

is selected by default.

Select the

Performance

tab and click

Subscription Status

ADDITIONAL INFORMATION

The New Subscriptions chart appears above the Search Fields list, with the New Subscriptions view selected by default.

To change the view of the chart, select a different card below the chart.