Business Overview Templates
Use templates to streamline Dashboards creation
Business Overview templates allow you to create dashboards with predefined widgets for common analytics scenarios.
You can use a template as-is or customize it after dashboard creation.
After creating a dashboard from a template, you can:
- add widgets
- edit widget names
- add filters
- remove widgets
- reorder widgets
- duplicate the dashboard
Please be aware that for an already created widget, replacing the metric with another is not allowed, nor is editing the default period or selected apps.
Main metrics
Use the Main metrics template to get a single overview of the key subscription, revenue, conversion and audience metrics of the app.
Included widgets
| Section | Metric | Widget type | Default period | Description |
|---|---|---|---|---|
| Now | Active paid subscriptions | Number | Current | Currently active paid subscriptions, shown with the auto-renewing and non-renewing portions. |
| Now | Active trials | Number | Current | Currently active free trials, shown with the auto-renewing and non-renewing portions. |
| Now | In billing grace period | Number | Current | Currently active subscriptions in billing grace period. |
| Now | In billing retry period | Number | Current | Currently active subscriptions in billing retry period. |
| Now | DAU | Number | Rolling 24 hours | Unique active users over the previous 24 hours. |
| Now | MAU | Number | Rolling 30 days | Unique active users over the previous 30 days. |
| Now | MRR | Line chart | Last 30 days, by week | Monthly Recurring Revenue normalized to a monthly amount after deducting app store commission and VAT. |
| Now | ARR | Line chart | Last 30 days, by week | Annual Recurring Revenue normalized to an annual amount after deducting app store commission and VAT. |
| Overview | Trial conversion rate | Number | Last 30 days | Percentage of trial conversions out of total free trials. |
| Overview | Install-to-trial CR | Number | Last 30 days | Conversion rate from new users to a free trial. |
| Overview | Install-to-paid CR | Number | Last 30 days | Conversion rate from new users directly to a paid subscription. |
| Overview | Refund rate | Number | Last 30 days | Percentage of transactions refunded out of total transactions billed. |
| Overview | Proceeds | Line chart | Last 30 days, by week | Estimated revenue after store commissions, refunds, and VAT. |
| Overview | ARPU | Bar chart | Last 30 days, by week | Average revenue generated from all users. |
| Overview | Refunds | Line chart | Last 30 days, by week | Total amount refunded to customers during the selected period. |
| Overview | Prevented refund requests | Line chart | Last 30 days, by week | Dollar amount of refund requests that Apphud prevented. Requires Win Back Refund Requests add-on. |
| Overview | Trials started | Line chart | Last 30 days, by week | Number of Trial Started events. |
| Overview | Subscriptions started | Line chart | Last 30 days, by week | Number of Subscription Started events. |
| Overview | New users | Line chart | Last 30 days, by week | Users who installed the app for the first time. |
| Overview | Redownloads | Line chart | Last 30 days, by week | App reinstalls during the selected period. |
Use this template to
- check the current subscription base and billing states
- track daily and monthly active users
- review MRR and ARR trends
- follow proceeds, refunds and ARPU
- monitor trial and subscription starts, new users and redownloads
- check the main conversion rates
Revenue analysis
Use the Revenue analysis template to understand overall revenue trends and the financial health of the subscription business.
Included widgets
| Section | Metric | Widget type | Default period | Description |
|---|---|---|---|---|
| Now | MRR | Line chart | Last 30 days | Monthly Recurring Revenue normalized to a monthly amount after deducting app store commission and VAT. |
| Now | ARR | Line chart | Last 90 days | Annual Recurring Revenue normalized to an annual amount after deducting app store commission and VAT. |
| Overview | Gross revenue | Line chart | Last 30 days | Total amount billed to customers before refunds, taxes, and app store commissions. |
| Overview | Sales | Line chart | Last 30 days | Total amount billed to customers after deducting refunds. |
| Overview | Proceeds | Line chart | Last 30 days | Estimated revenue after store commissions, refunds, and VAT. |
| Overview | Cohort proceeds | Line chart | Last 90 days | Proceeds revenue generated by new users who installed the app within the selected dates. |
| Overview | Refunds | Line chart | Last 30 days | Total amount refunded to customers during the selected period. |
| Overview | Refund rate | Number | Last 30 days | Percentage of transactions refunded out of total transactions billed. |
| Overview | Prevented refund requests | Line chart | Last 30 days | Dollar amount of refund requests that Apphud prevented. Requires Win Back Refund Requests add-on. |
Use this template to
- monitor current recurring revenue
- review daily revenue and proceeds
- track refund impact
- monitor refund prevention results
- compare revenue metrics across apps
Subscription Health
Use the Subscription Health template to monitor the current state and lifecycle of subscriptions, including trials, intros, promos, billing issues, and renewals.
Included widgets
| Section | Metric | Widget type | Default period | Description |
|---|---|---|---|---|
| Now | Active paid subscriptions | Number | Current | Currently active paid subscriptions, shown with the auto-renewing and non-renewing portions. |
| Now | Active trials | Number | Current | Currently active free trials, shown with the auto-renewing and non-renewing portions. |
| Now | Active intro offers | Number | Current | Currently active paid intro subscriptions, shown with the auto-renewing and non-renewing portions. |
| Now | Active promo offers | Number | Current | Currently active promo subscriptions, shown with the auto-renewing and non-renewing portions. Available on iOS only. |
| Now | In billing grace period | Number | Current | Currently active subscriptions in billing grace period. |
| Now | In billing retry period | Number | Current | Currently active subscriptions in billing retry period. |
| Overview | Subscriptions started | Line chart | Last 30 days | Number of Subscription Started events. |
| Overview | Trials started | Line chart | Last 30 days | Number of Trial Started events. |
| Overview | Trials converted | Line chart | Last 30 days | Number of Trial Converted events. |
| Overview | Trials canceled | Line chart | Last 30 days | Number of Trial Canceled events. |
| Overview | Intro subs started | Line chart | Last 30 days | Number of Intro Started events. |
| Overview | Promo subs started | Line chart | Last 30 days | Number of Promo Started events. |
| Overview | Billing issues | Line chart | Last 30 days | Count of Billing Issue events. |
| Overview | Resolved billing issues | Line chart | Last 30 days | Subscription recoveries from any Billing Issue state. |
| Overview | On-time renewals | Line chart | Last 30 days | Successful expected renewals within the selected dates. |
| Overview | On-time trial conversions | Line chart | Last 30 days | Free trials converted on time. |
Subscription widgets show the total with the auto-renewing and non-renewing portions and have no comparison with a previous value.
Use this template to
- check the current subscription base
- monitor trials, intros, and promos
- track billing issue states
- review billing issue recoveries
- monitor renewal performance
User acquisition & conversion
Use the User acquisition & conversion template to track new user acquisition and measure how effectively users convert into trials and paid subscriptions.
This template is fully historical and does not include Now widgets.
Included widgets
| Section | Metric | Widget type | Default period | Description |
|---|---|---|---|---|
| Overview | New users | Line chart | Last 30 days | Users who installed the app for the first time. |
| Overview | Redownloads | Line chart | Last 30 days | App reinstalls during the selected period. |
| Overview | Total downloads | Line chart | Last 30 days | New users plus Redownloads. |
| Overview | Subscriptions started | Line chart | Last 30 days | Number of Subscription Started events. |
| Overview | Trials started | Line chart | Last 30 days | Number of Trial Started events. |
| Overview | Trials converted | Line chart | Last 30 days | Number of Trial Converted events. |
| Overview | Trials canceled | Line chart | Last 30 days | Number of Trial Canceled events. |
| Overview | Intro subs started | Line chart | Last 30 days | Number of Intro Started events. |
| Overview | Promo subs started | Line chart | Last 30 days | Number of Promo Started events. |
| Overview | Install-to-trial CR | Number | Last 30 days | Conversion rate from new users to a free trial. |
| Overview | Trial conversion rate | Number | Last 30 days | Percentage of trial conversions out of total free trials. |
| Overview | ARPU | Number | Last 30 days | Average revenue generated from all users. |
| Overview | ARPPU | Number | Last 30 days | Average revenue generated from paying users. |
| Overview | ARPC | Number | Last 30 days | Average revenue generated from customers, including paying users and users on free trials. |
Use this template to
- monitor new users and redownloads
- track trial starts and conversions
- review acquisition-to-trial conversion
- evaluate monetization quality with ARPU, ARPPU, and ARPC
Refund & churn analysis
Use the Refund & churn analysis template to investigate refund dynamics, churn-related signals, and how billing issues affect retention.
Included widgets
| Section | Metric | Widget type | Default period | Description |
|---|---|---|---|---|
| Now | In billing grace period | Number | Current | Currently active subscriptions in billing grace period. |
| Now | In billing retry period | Number | Current | Currently active subscriptions in billing retry period. |
| Overview | Refunds | Line chart | Last 30 days | Total amount refunded to customers during the selected period. |
| Overview | Refund rate | Number | Last 30 days | Percentage of transactions refunded out of total transactions billed. |
| Overview | Prevented refund requests | Line chart | Last 30 days | Dollar amount of refund requests that Apphud prevented. Requires Win Back Refund Requests add-on. |
| Overview | Billing issues | Line chart | Last 30 days | Count of Billing Issue events. |
| Overview | Resolved billing issues | Line chart | Last 30 days | Subscription recoveries from any Billing Issue state. |
| Overview | Trials canceled | Line chart | Last 30 days | Number of Trial Canceled events. |
Use this template to
- monitor refund pressure
- track refund rate changes
- review prevented refund requests
- check current billing issue states
- measure billing issue recovery
- monitor trial cancellations
Cohort & growth analysis
Use the Cohort & growth analysis template to evaluate user value, retention, and growth through cohorts and recurring subscription performance.
This template is fully historical and does not include Now widgets.
Included widgets
| Section | Metric | Widget type | Default period | Description |
|---|---|---|---|---|
| Overview | Cohort proceeds | Line chart | Last 90 days | Proceeds generated by new users who installed the app within the selected dates. |
| Overview | ARPU | Bar chart | Last 90 days, by week | Average revenue generated from all users. |
| Overview | ARPPU | Bar chart | Last 90 days, by week | Average revenue generated from paying users. |
| Overview | ARPC | Bar chart | Last 90 days, by week | Average revenue generated from customers, including paying users and users on free trials. |
| Overview | Trials converted | Line chart | Last 90 days | Number of Trial Converted events. |
| Overview | On-time trial conversions | Line chart | Last 90 days | Free trials converted on time. |
| Overview | On-time renewals | Line chart | Last 90 days | Successful expected renewals within the selected dates. |
Use this template to
- review cohort-based proceeds
- monitor average revenue metrics
- track trial conversion activity
- review on-time trial conversions
- monitor renewal performance
Choose a template
| Goal | Recommended template |
|---|---|
| Get a single overview of key metrics | Main metrics |
| Monitor revenue and financial performance | Revenue analysis |
| Monitor active subscription state and lifecycle events | Subscription Health |
| Analyze acquisition and conversion | User acquisition & conversion |
| Investigate refunds, billing issues, and churn signals | Refund & churn analysis |
| Review cohorts, user value, and growth quality | Cohort & growth analysis |
If none of the templates match your workflow, create a dashboard from scratch, adding widgets manually.
You are welcome to reach out to our Support team to request a new template creation.
Updated 11 days ago
Did this page help you?