Daily Business Health Dashboard

Problem Statement

Pelcro clients (subscription and membership businesses like NYT) need a single, fast dashboard to quickly confirm their business is healthy on a daily basis.

Today, revenue, payments, churn, and subscriber activity are spread across reports, making it hard to answer a simple question:

“Is my business running smoothly today, or is something broken?”

User Story

As a Pelcro client and business owner,

I want to log in daily and immediately see key business metrics and trends,

so I can verify revenue, payments, checkout flow, and subscriber activity are behaving normally without deep investigation or alerts.

Feature Summary

A read-only Daily Operations Dashboard designed for quick daily check-ins, focused on:

1. Business momentum

2. Payment and checkout health

3. Subscriber activity

4. Trend comparison vs recent historical baselines (e.g. same time last week)

The dashboard is visual, graph-driven, and confidence-oriented (not alert-based).

Core Metrics (All with graphical trends + “same time last week” reference)

1. Revenue (MTD) – line/area graph

2. Payments (MTD) – successful vs failed

3. Churn (MTD) – count (and rate if available)

4. New Subscribers (Last 5 Days) – daily trend graph

5. Recent New Subscribers – latest sign-ups list

6. Most Active Collaborators – ranked activity list

7. Operational Health Indicators (Passive)

8. Checkout activity present

9. Failed payments within normal range

10. No fraud signals detected (if available)

API Requirements (High-Level)

1. Aggregated, cached analytics endpoints for:

2. Revenue, payments, churn, subscriber counts

3. Support time-based comparisons (e.g. same time last week)

4. Read-only, fast, and multi-tenant safe

Definition of Done (DoD)

1. Dashboard loads quickly and is accessible from Pelcro admin

2. All metrics are graph-based with historical comparisons

3. Data matches existing Pelcro billing and reporting data

4. No alerts or actions triggered from this dashboard

5. APIs are documented, tested, and reusable across clients

6. Display online vs offline payments top segmentation idea

7. Display breakdown of the top products/plans subscribed to