Subscriptions Dashboard
Monitor and manage recurring billing relationships
The Subscriptions dashboard provides a complete view of all active and past subscriptions. Monitor MRR, manage lifecycle changes, and track subscription health.
Accessing Subscriptions
Navigate to Sales → Subscriptions to view all subscriptions.
Subscription Metrics
The dashboard header shows key metrics:
| Metric | Description |
|---|---|
| Active Subscriptions | Total number of active subscriptions |
| MRR | Monthly Recurring Revenue |
| Trialing | Subscriptions currently in trial |
| Past Due | Subscriptions with failed payments |
| Churned (30d) | Cancellations in last 30 days |
Subscription List
The list displays all subscriptions with:
| Column | Description |
|---|---|
| Customer | Customer name and email |
| Plan | Product and price subscribed to |
| Status | Current subscription status |
| Amount | Recurring charge amount |
| Next Billing | Next payment date |
| Started | When subscription began |
Filtering Subscriptions
Use filters to find specific subscriptions:
- Status - Active, trialing, past_due, canceled, paused
- Product - Filter by subscribed product
- Customer - Search by customer
- Date range - Started or next billing date
- Amount range - Minimum or maximum MRR
Subscription Status
| Status | Description | Billing |
|---|---|---|
Trialing | In free trial period | No charge until trial ends |
Active | Paid and current | Charges on schedule |
Past Due | Payment failed, in dunning | Retrying per schedule |
Paused | Temporarily suspended | No charges while paused |
Pending Cancel | Scheduled to cancel | Active until period end |
Canceled | Ended | No further charges |
Subscription Details Page
Click any subscription to view full details:
- Current plan - Product, price, and quantity
- Billing info - Amount, cycle, and next billing date
- Payment method - Card or payment method on file
- Invoice history - All invoices for this subscription
- Discounts - Applied promotional codes
- Activity log - All subscription changes
Managing Subscriptions
Change Plan
- Open the subscription
- Click Change Plan
- Select new product or price
- Choose proration behavior:
- Prorate - Credit/charge difference
- None - Change at next renewal
- Confirm the change
Pause Subscription
- Open the subscription
- Click Pause
- Set resume date (optional)
- Confirm the pause
Paused subscriptions retain the customer's payment method and can be resumed at any time.
Cancel Subscription
- Open the subscription
- Click Cancel
- Choose cancellation timing:
- At period end - Active until paid period ends
- Immediately - Cancel now (consider prorated refund)
- Record cancellation reason (optional)
- Confirm cancellation
Immediate cancellation does not automatically refund the customer. Issue a prorated refund if appropriate.
Reactivating Subscriptions
You can reactivate recently canceled subscriptions:
- Find the canceled subscription
- Click Reactivate
- Confirm billing details
- The subscription resumes with the same plan