Subscription Expiry & Renewal Cohort Report

Problem Statement

Businesses cannot easily see how many subscriptions were scheduled to end in a given period (e.g., a calendar year), how much revenue those subscriptions represented, or what percentage renewed. Existing reports do not solve this because multi-year plans fall outside the annual Subscription Health report.

User Story

As a business, I want a report showing all subscriptions scheduled to end during a selected period and the percentage that renewed, including a breakdown of manual vs automatic renewals, so I can measure retention and renewal performance.

Questions the Report Should Answer

For a selected period (e.g., 2025):

1. How many subscriptions were scheduled to end?

2. What was the invoice total associated with those subscriptions?

3. How many of those subscriptions renewed?

4. What is the revenue value of those renewals?

5. Of the renewed subscriptions, how many were automatic vs manual?

Definition of Done (DoD)

1. Admins can select a date range and view all subscriptions scheduled to end during that period.

2. The report displays:

3. Total expiring subscriptions

4. Invoice value of the expiring cohort

5. Renewed subscription count + renewal value

6. Renewal rate

7. Automatic vs manual renewal breakdown

8. Report is visible in the dashboard and can be exported.

Example:

1. Period: 2024

2. Subscriptions That Will End in the period: 1000

3. Of those 1000 — 90% (900) renewed

4. Auto renewed: 85% (800)

5. Self renew: 50% (100)