Dashboard & Analytics
Read the creator dashboard — KPIs, bar charts, gauges, tables, period filters, plan / status / payment-method slicing, and PDF / Excel / CSV / Text exports.
By the end of this page, you'll know how to scope the MemberPass dashboard to exactly the slice you care about, read every metric it surfaces, and pull a snapshot out as a PDF, spreadsheet, or plain-text report.
MemberPass ships two distinct dashboards that share a common toolbar and visual language but each tailor their KPIs, charts, and tables to their scope:
- Overall Dashboard — your portfolio view across every project you own or are a team member of. The first page you see after signing in when no project is selected.
- Project Dashboard — drill-down view for a single project. Activated as soon as you pick a project from the top-left selector, or by visiting a project's URL directly.
"All analytics information and data updates every 5 minutes." The dashboard reflects a rolling snapshot, not live-to-the-second data. If you've just made a change and don't see it immediately, that's why.
Switching between the two dashboards
- Open the project picker at the top-left of the sidebar.
- Pick a project → you land on that project's Project Dashboard.
- Click Back to Main Dashboard in the sidebar (or clear the project selection) → you go back to the Overall Dashboard.
Filters, period settings, and comparisons all behave identically in both modes — only the metrics, charts, and tables differ.
The toolbar (shared)
Across the top of both dashboards is a toolbar with three groups: time controls, filters, and actions.
Period selector
The period dropdown controls the time window every metric covers.
| Value | Label |
|---|---|
7d | Last 7 days |
14d | Last 14 days |
30d | Last 30 days (default) |
60d | Last 60 days |
90d | Last 90 days |
Changing the period refreshes every card, chart, and table on the page.
Comparison selector
Next to the period picker, the compared to dropdown sets the baseline for the trend indicators (green up / red down arrows you'll see on metric cards):
- Previous period (default) — if you're looking at the last 30 days, compare to the 30 days before that.
- Same period last year — good for seasonal or annual-cycle businesses.
- Last month
- Last quarter
- Last 6 months
- Last 12 months
The filter bar
The Filter by bar has three multi-select, searchable listboxes:
Pick any number of plans. The dashboard narrows every metric to subscriptions on those specific plans.
Great for: "How did the Pro plan do last month?"
Pick any combination of the 13 subscription statuses — Active, Trialing, Expired, Canceled, Pending, and more.
Great for: "How many of this period's signups actually became paying customers vs. stayed in Pending?"
Pick any number of configured payment methods. Each option shows the provider name (e.g. Stripe, PayPal) and its mode (Live / Test).
Great for: "How much revenue flowed through Razorpay vs. Stripe this month?"
Filters stack — narrow to "Active status on the Pro plan paid via Stripe Live" and every chart, gauge, and table responds in real time. Each listbox is searchable, so typing into the trigger filters the option list as you go.
The Overall Dashboard does not include a project filter. To narrow to a single project, use the project selector in the top-left sidebar — that takes you straight to the Project Dashboard.
Reset filters
If you've set many filters and want to go back to the defaults, click Reset Filters (top-right of the toolbar). It restores:
- Period: Last 30 days
- Compared to: Previous period
- All filter listboxes: cleared
Export
To the left of Reset Filters sits the Export dropdown. Use it to download the current view as a file in any of four formats:
| Format | Best for |
|---|---|
| A polished, print-ready summary you can email a stakeholder or attach to a deck. | |
| Excel (.xlsx) | Multi-sheet workbook with KPIs, top tables, and the recent transaction log. |
| CSV | Flat, spreadsheet-friendly text dump for Excel / Numbers / Google Sheets imports. |
| Plain Text | Compact, monospace summary for terminals, email pasting, or quick eyeballing. |
Whatever filters and period you have set are baked into the file — exporting "Last 90 days, Stripe Live only" gives you a report scoped to exactly that slice.
Overall Dashboard
The Overall Dashboard answers: "How is my entire portfolio doing?"
KPI strip
A row of eight cards. Each card shows the metric's title, the current value, a trend % vs. the comparison baseline (green up / red down arrow), and a sparkline of the metric's recent shape.
| Card | What it shows |
|---|---|
| Total Revenue | Gross USD across all projects in the period. |
| Total Transactions | Successful payment count. |
| Total Users | Distinct subscribers (project users) across all projects. |
| MRR | Recurring monthly income from active subscriptions on recurring plans, normalized to a monthly figure from each plan's billing cycle. One-time and lifetime plans are excluded. |
| New Subscribers | Subscribers who signed up within the period. |
| Churn Rate | % of active subscribers at the start of the period that canceled before the end. |
| Trial Conversion | % of trials started in the period that converted to a paid Active subscription. |
| Net Earnings | Gross revenue minus transaction fees (your take-home, USD-normalized). |
Sales charts
Below the KPI strip, the same three sales-centric line / area charts appear as before: total sales, transaction fees, and transaction count, with a comparison overlay tied to the compared to selector.
Bar charts
- Revenue per Project — top 10 projects by gross USD in the window.
- Revenue by Payment Provider — gross USD broken out per provider (Stripe, PayPal, Razorpay, …).
When a card has only a single project, plan, or provider with revenue in the window, MemberPass swaps the bar chart for a single-row progress-bar fallback. Once you have at least two non-zero entries, it switches to a full bar chart automatically.
Gauges
A Subscriber Health card surfaces two gauges:
- Retention —
(active at window start − canceled in window) / active at window start × 100. The percentage of your starting active base that you held onto. - Trial Conversion — same value as the KPI card, visualised as a gauge for at-a-glance reading.
Tables
- Top Performing Projects — name, active subscribers, transactions, revenue, share of total. Click a project name to open its Project Dashboard.
- Recent Transactions — last 25 successful and non-successful payments. Status is rendered as a color-coded badge; the date column links to that subscription's project.
Project Dashboard
The Project Dashboard answers: "How is this project doing?"
KPI strip
Eight cards tailored to the single-project view:
| Card | What it shows |
|---|---|
| Total Revenue | Gross USD for this project in the period. |
| Total Transactions | Successful payment count for this project. |
| Total Users | Subscribers belonging to this project. |
| MRR | Project-level recurring monthly income. Only active subscriptions on recurring plans count; one-time and lifetime plans are excluded. |
| Net Earnings | Gross revenue minus transaction fees. |
| Churn Rate | Window-over-window churn within this project. |
| Average Lifetime | Average days a subscription is active before canceling or expiring (uses completed cycles). |
| Lifetime Value | ARPU × average lifetime in months. A USD estimate of what one new active subscriber is worth. |
Sales charts
Same three sales charts as the Overall Dashboard, but scoped to this project.
Bar charts
- Revenue per Plan — gross USD broken out per plan within the project.
- Acquisitions vs Cancellations — grouped daily bars showing new signups (green) and cancellations (rose).
Stacked subscription-status chart
A wide stacked bar chart titled Subscription Status Distribution plots, day by day, how many subscribers are in each status (Active, Trial, Past Due, Canceled, Expired). The shape of the stack tells you whether your active base is growing, churning, or stalling in trial.
Gauges
A Project Health card surfaces two gauges:
- Active Subscriber Health — % of subscribers currently in the Active status (vs. trial / past due / canceled / expired).
- Plan Utilization — % of plans that have at least one active subscriber. A low number means you have plans drawing zero traction.
Tables
- Top Plans by Revenue — plan name, active subscribers, MRR, revenue, share. Click a plan name to open the project's plan list.
- Recent Subscribers — name, plan, status badge, started-on date, lifetime spend, lifetime days. Click a name to open the subscribers page.
- Recent Transactions — date (clickable to subscriptions), status badge, provider, amount, currency.
- Access Code Usage — code, plan, redeemed-by, redeemed-at, expiry. Click a code to jump to the access-codes page.
Putting it all together: common workflows
What lives elsewhere
- Per-subscription detail — the Managing Subscriptions page has the row-level data behind the dashboard aggregates.
- Per-member detail — Managing members is the equivalent for individual subscribers.
- Weekly digest email — enable Weekly Emails in Notifications to get a once-a-week summary delivered to your inbox.
- Bulk access-code export — Exporting data covers the access-code-batch export, which is separate from the dashboard report exports above.
Frequently asked
Related
- Managing subscriptions — drill into the specific subscriptions behind dashboard totals.
- Managing members — the people behind those subscriptions.
- Exporting data — bulk access-code export and other off-dashboard exports.
- Transaction fees — how MemberPass's cut affects your net earnings.
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