ReCurr Pro Tutorial Series — Part 6: Reports & Analytics
ReCurr Pro feature — Requires an active ReCurr Pro licence (RECPRO-XXXX-XXXX-XXXX-XXXX) and the ReCurr Pro plugin installed alongside the ReCurr base plugin.
ReCurr Pro provides two dedicated reporting dashboards — one for CRM metrics and one for Affiliate performance — plus a WordPress dashboard widget for quick daily insights. This tutorial walks you through every report available and how to use the data to grow your subscription business.
Before You Begin
- ReCurr Pro is installed and your Pro licence key is active
- You have active subscriptions generating data
- You are familiar with the CRM (Pro Tutorial 1) and Affiliate modules (Pro Tutorial 3)
Part A: CRM Reports Dashboard
The CRM Reports dashboard gives you a high-level view of your subscription business health.
Step 1: Access CRM Reports
- Go to Subscriptions > CRM Reports in your WordPress dashboard
- The reports dashboard loads with real-time data from your subscriptions and contacts
Screenshot 1: The CRM Reports dashboard overview showing all metric cards and charts.
Step 2: Understand the Key Metrics
At the top of the dashboard, four key metric cards provide instant business health indicators:
Monthly Recurring Revenue (MRR)
| Detail | Description |
|---|---|
| What it measures | Total predictable monthly revenue from all active subscriptions |
| How it’s calculated | Sum of all active subscription amounts, normalised to monthly (e.g., a R3,839/year subscription = R319.92/month MRR) |
| Billing period normalisation | Daily, weekly, quarterly, and annual subscriptions are all converted to their monthly equivalent |
Screenshot 2: The MRR card showing the current monthly recurring revenue value.
Average Revenue Per User (ARPU)
| Detail | Description |
|---|---|
| What it measures | Average revenue each active subscriber generates per month |
| How it’s calculated | MRR divided by total number of active subscribers |
| Why it matters | Increasing ARPU indicates successful upselling or plan upgrades |
Screenshot 3: The ARPU card showing the average revenue per user.
Churn Rate (30-Day Rolling)
| Detail | Description |
|---|---|
| What it measures | Percentage of subscribers lost over the past 30 days |
| How it’s calculated | (Cancellations + Expirations in last 30 days) / Total active subscribers at start of period |
| Healthy range | Below 5% monthly for most subscription businesses |
Screenshot 4: The Churn Rate card showing the 30-day rolling churn percentage.
Customer Lifetime Value (LTV)
| Detail | Description |
|---|---|
| What it measures | Predicted total revenue from an average customer over their lifetime |
| How it’s calculated | ARPU / Churn Rate |
| Why it matters | LTV helps you determine how much you can spend to acquire a customer (and still be profitable) |
Screenshot 5: The LTV card showing the estimated customer lifetime value.
Step 3: Subscription Status Breakdown
Below the metric cards, a status breakdown shows how your subscriptions are distributed:
| Status | Description |
|---|---|
| Active | Currently paying, in good standing |
| Trial | On a free trial, not yet paying |
| On Hold | Payment failed, awaiting retry or resolution |
| Cancelled | Customer cancelled, no longer active |
This is displayed as a summary with counts and percentages for each status.
Screenshot 6: Subscription status breakdown showing Active, Trial, On Hold, and Cancelled counts with percentages.
Step 4: Revenue Chart (12 Months)
A bar chart shows monthly revenue over the past 12 months. Each bar represents the total subscription revenue collected in that month.
Use this to identify:
- Revenue growth or decline trends
- Seasonal patterns
- The impact of pricing changes or promotions
Screenshot 7: The 12-month revenue bar chart showing monthly revenue values.
Step 5: New Subscribers Chart (12 Months)
A second bar chart shows the number of new subscribers acquired each month over the past 12 months.
Use this to measure:
- Growth velocity
- Effectiveness of marketing campaigns
- Seasonal signup patterns
Screenshot 8: The 12-month new subscribers bar chart showing monthly acquisition counts.
Step 6: Contact Lifecycle Breakdown
A summary showing how your contacts are distributed across lifecycle stages:
| Stage | Count | Percentage |
|---|---|---|
| Lead | — | — |
| Trial | — | — |
| Active | — | — |
| At Risk | — | — |
| Churned | — | — |
| Recovered | — | — |
This gives you a quick view of your customer pipeline health. A high percentage of “At Risk” contacts may indicate payment issues or product satisfaction problems.
Screenshot 9: Contact lifecycle stage breakdown showing counts and percentages for each stage.
Part B: Affiliate Reports Dashboard
The Affiliate Reports dashboard provides comprehensive analytics for your affiliate program’s performance.
Step 7: Access Affiliate Reports
- Go to Subscriptions > CRM Reports and switch to the Affiliate tab
- Or navigate directly to the affiliate reports section
Screenshot 10: The Affiliate Reports dashboard overview showing all metric cards, charts, and tables.
Step 8: Affiliate Key Metrics
Five metric cards summarise your affiliate program:
| Metric | Description |
|---|---|
| Active Affiliates | Number of affiliates currently in “Active” status |
| Total Commissions | Cumulative commissions earned across all affiliates (all time) |
| Total Paid Out | Total amount paid to affiliates via all payout methods |
| Pending Payouts | Total approved commissions awaiting payout |
| Affiliate Revenue | Total order revenue attributed to affiliate referrals |
Screenshot 11: The five affiliate metric cards showing active affiliates, total commissions, paid out, pending, and attributed revenue.
Step 9: Conversion Funnel
The conversion funnel visualisation shows the efficiency of your affiliate program at each stage:
| Stage | Description |
|---|---|
| Visits | Total clicks on referral links |
| Referrals | Clicks that converted to sales |
| Approved | Referrals past the holding period |
| Paid | Commissions that have been paid out |
Between each stage, the conversion percentage is displayed (e.g., “12.5% of visits converted to referrals”).
Screenshot 12: The conversion funnel showing Visits → Referrals → Approved → Paid with conversion percentages between each stage.
Step 10: Revenue Attribution
This section shows the split between affiliate-generated and organic revenue:
| Source | Description |
|---|---|
| Affiliate Revenue | Total revenue from orders attributed to an affiliate referral |
| Organic Revenue | Revenue from orders with no affiliate attribution |
Displayed as a visual bar with percentages. This helps you understand how dependent your business is on affiliate-driven sales.
Screenshot 13: Revenue attribution bar showing affiliate vs organic revenue with percentages (e.g., “35% Affiliate, 65% Organic”).
Step 11: Referral Trends (12 Months)
A bar chart showing the number of referrals generated each month over the past 12 months. This helps identify:
- Growth or decline in affiliate activity
- Impact of campaigns to sign up new affiliates
- Seasonal patterns in referral generation
Screenshot 14: The 12-month referral trends bar chart.
Step 12: Payout Trends (12 Months)
A bar chart showing total payout amounts processed each month. Compare this with the referral trends chart to understand the lag between referral creation and payout.
Screenshot 15: The 12-month payout trends bar chart.
Step 13: Top Affiliates Table
A ranking of your top 15 performing affiliates:
| Column | Description |
|---|---|
| Rank | Position by earnings |
| Affiliate | Name and referral code |
| Visits | Total clicks on their referral link |
| Referrals | Number of successful referrals |
| Conversion Rate | Referrals / Visits as a percentage |
| Earnings | Total commissions earned |
| Balance | Current unpaid balance |
Use this to identify your star performers and nurture relationships with them.
Screenshot 16: The top 15 affiliates table showing performance rankings with visits, referrals, conversion rate, and earnings.
Step 14: Export Affiliate Data
To export your affiliate data for external analysis:
- Click the Export CSV button on the Affiliate Reports page
- A CSV file downloads containing all affiliate data: performance metrics, referral history, and payout records
The CSV can be opened in Excel, Google Sheets, or any data analysis tool.
Screenshot 17: The Export CSV button on the Affiliate Reports page.
Part C: WordPress Dashboard Widget
Step 15: The ReCurr Pro Dashboard Widget
ReCurr Pro adds a widget to your WordPress dashboard (the page you see when you first log in to WordPress admin). This widget provides a daily snapshot without navigating to the full reports:
| Metric | Description |
|---|---|
| MRR | Current monthly recurring revenue |
| Active Subscriptions | Total active subscription count |
| New Today | Subscriptions created today |
| Churn Rate | 30-day rolling churn |
| Pending Payouts | Affiliate payouts awaiting processing |
Screenshot 18: The ReCurr Pro dashboard widget on the WordPress admin home page.
Using Reports to Grow Your Business
Here are practical ways to act on your report data:
If MRR is Declining
- Check the churn rate — is it increasing?
- Review “At Risk” contacts in the CRM — reach out proactively
- Set up a payment failed automation (Pro Tutorial 2) to recover failed payments
If Churn Rate is High
- Create a churn win-back automation with a discount coupon
- Review cancelled subscription reasons (if you collect them)
- Consider offering longer billing commitments (annual discounts) to increase retention
If ARPU is Low
- Promote plan upgrades (Standard → Plus → Pro)
- Use the billing cycle toggle to encourage annual commitments with discounts
- Create targeted campaigns for contacts on lower-tier plans
If Affiliate Conversion Rate is Low
- Review the quality of your creatives — are banners and links compelling?
- Check if the landing page experience matches the affiliate’s promotion
- Increase the cookie duration to capture longer decision cycles
- Consider increasing commission rates to attract higher-quality affiliates
Important Notes
- All reports use real-time data. Metrics are calculated from your database when the page loads — there is no caching delay.
- MRR normalisation handles all billing periods. Whether a customer pays daily, weekly, monthly, quarterly, or annually, their contribution to MRR is accurately normalised.
- Churn rate is 30-day rolling. This gives you a recent, actionable view rather than a skewed all-time average.
- CSV exports include all data. The export is not filtered — it contains the complete affiliate dataset for offline analysis.
- The dashboard widget respects WordPress permissions. Only admin users see the ReCurr Pro widget.
Congratulations!
You have completed the ReCurr Pro Tutorial Series. You now know how to:
- Manage customer relationships with the CRM (contacts, lifecycle stages, tags, tasks)
- Automate workflows and send targeted email campaigns
- Run a full affiliate program with commission tracking and payouts
- Provide affiliates with a self-service portal and marketing creatives
- Monitor business health and affiliate performance with comprehensive reports
For support, contact us at [email protected].
Quick Checklist
- [ ] Accessed the CRM Reports dashboard
- [ ] Reviewed MRR, ARPU, Churn Rate, and LTV metrics
- [ ] Reviewed the subscription status breakdown
- [ ] Explored the 12-month revenue and new subscriber charts
- [ ] Reviewed the contact lifecycle stage distribution
- [ ] Accessed the Affiliate Reports dashboard
- [ ] Reviewed the five affiliate key metrics
- [ ] Explored the conversion funnel visualisation
- [ ] Reviewed revenue attribution (affiliate vs organic)
- [ ] Explored referral and payout trend charts
- [ ] Reviewed the top affiliates table
- [ ] Exported affiliate data to CSV
- [ ] Verified the ReCurr Pro dashboard widget appears on the WordPress admin home page
Need Help?
- Email: [email protected]
- Support Hours: Monday to Thursday, 9:00 AM – 4:00 PM (SAST)
Friday, 09:00 AM – 12:00 PM (SAST) - Website: cyberdummies.co.za/recurr
This is Part 6 of the ReCurr Pro Tutorial Series.
| Tutorial | Topic |
|---|---|
| Pro 1. CRM Getting Started | Contacts, lifecycle stages, tags, tasks |
| Pro 2. CRM Automation & Campaigns | Automated workflows, email campaigns, merge tags |
| Pro 3. Affiliate Program Setup | Enabling affiliates, registration, commission programs |
| Pro 4. Affiliate Commissions & Payouts | Referral tracking, commissions, payout processing |
| Pro 5. Affiliate Portal & Creatives | Frontend portal, banners, links, QR codes |
| Pro 6. Reports & Analytics | CRM dashboard, affiliate reports, revenue insights (you are here) |
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