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Understanding the Dashboard

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Written by Andreas H

Your Dashboard turns every cancel session your widget or cancel page handles into headline numbers, trend charts, and a live activity feed β€” so you can see how much revenue you're saving and where customers are leaving. This article explains what each part of the dashboard shows and how to read it.

Getting started

Before the dashboard fills with data, two things need to be in place: a connected payment gateway and a live cancel flow that's actually collecting sessions.

If your account isn't connected to a payment gateway and hasn't recorded any sessions yet, the dashboard shows a setup prompt with two cards: Connect your payment gateway (which takes you to Integrations) and Set up your embed. Once either is in place, the full dashboard unlocks automatically.

πŸ’‘ Want a preview first?

From the setup prompt, click View demo to explore the dashboard populated with sample data. This lets you see the layout and charts before your own data arrives.

Filtering your view

At the top of the dashboard, a filter bar controls what every chart below shows:

  • Date range β€” pick a preset such as Today, Yesterday, Last 7 days, or Last 4 weeks, or choose a custom range from the calendar.

  • Flows β€” by default the dashboard shows All flows. Open the dropdown to search and select one or more specific flows so the metrics reflect only those.

Your selected date range and flow filter are remembered between visits. The dashboard also refreshes on its own in the background, so the numbers stay current without you reloading the page.

Headline metrics

The top section shows five key metrics as tabs. Click any tab to chart that metric over time across your selected date range. Each metric also shows a trend indicator comparing the first half of the period to the second half.

  • Revenue saved β€” total monthly recurring revenue retained from customers who accepted an offer and did not cancel.

  • Revenue churned β€” total monthly recurring revenue lost from subscriptions that cancelled within the period. For this metric a decrease is the good outcome, so a downward trend is shown in green.

  • Customers saved β€” the number of cancel sessions where the customer accepted an offer and stayed.

  • Sessions β€” the total number of cancel sessions triggered by your widget or cancel page in the period.

  • Save rate β€” the percentage of cancel sessions where the customer was retained, calculated as customers saved divided by total sessions.

Hover the info icon next to any metric for a plain-language reminder of what it measures.

Session outcomes

The Session outcomes chart is a flow diagram showing where your sessions end up. Every session starts at Started Flow and then branches into one of three outcomes:

  • Retained β€” the customer accepted an offer and stayed. Retained sessions branch further to show which offer type and which specific offer saved them.

  • Cancelled β€” the customer went through with cancelling.

  • Abandoned β€” the customer closed or dismissed the flow without completing it. Sessions that were started but never finished after a short grace period also count here.

Performance breakdowns

Two side-by-side cards break down what's working:

  • Offer performance β€” one row per offer type, showing how often each offer was shown, its acceptance rate, and the revenue it protected. Rows are ordered by the revenue protected.

  • Flow performance β€” one row per flow, showing sessions shown, customers saved, save rate, average MRR, the best-performing offer, and the revenue that flow saved.

Use View all on either card to open the full breakdown page.

Cancel reasons

Two more cards help you understand why customers are leaving:

  • Reason trends over time β€” the day-by-day share of each cancellation reason, so you can spot reasons that are rising or falling.

  • Top cancel reasons β€” the five most common reasons customers selected in your surveys, shown as a share of the total.

These cards only populate once your flows include a survey step that collects a reason.

Activity stream

At the bottom, the Activity stream lists your most recent cancel sessions with the customer's email, the outcome, the reason, any accepted offer, the MRR, and how long the customer spent in the flow. Outcomes are colour-coded: Saved, Cancelled, Dismissed, and In progress. Click a row to expand its details, or click View all to open the full session log where you can filter and export sessions.

⚠️ No data showing?

If a chart reads "No data," no sessions match your filters or your flow hasn't recorded the relevant events yet. Widen the date range, reset the flow filter to All flows, and confirm your flow is live and embedded.

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