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Implementation Guide

Build a subscription, churn, payment, and support dashboard

The intake specifically asks for subscriptions, churn, cancellations, weekly/monthly payment volume, and support-ticket counts. This is a high-clarity reporting need.

Tools Needed

  • Looker Studio or Databox
  • Databox
  • AgencyAnalytics
  • Custom Rails admin dashboard
  • Stripe reports/API

Prerequisites

  • Access to the current workflow/tool account
  • A clear owner for setup and testing
  • A simple success metric before launch

Implementation Steps

  1. Step 1: Define the first dashboard

    Start with active subscriptions, cancellations, weekly/monthly payment volume, and open support tickets.

  2. Step 2: Connect Stripe data

    Use Stripe exports, connector, or API depending on budget.

  3. Step 3: Connect support data

    Use help desk ticket counts once the support inbox is centralized.

  4. Step 4: Review weekly

    Schedule a recurring review of churn and support drivers.

Configuration Tips

  • Start with a narrow workflow before expanding automation.
  • Keep human review for sensitive customer or account actions.
  • Document what changed so the process is repeatable.

Data Needed

  • Current process steps
  • Tool/account access
  • Example customer requests or records
  • Baseline time/cost estimate

Success Metrics

  • Dashboard reviewed weekly
  • Churn/cancellation trend visible
  • Support ticket count visible