Subscription Health Report for Retention and Churn Insights

Problem Statement

Pelcro clients are not able to project their subscriber behavior into the future because they don't understand historical numbers and current projected number.

User Story

1. As a Pelcro client, I want to understand how many subscriptions were retained and churned in a given period

DoD

1. Create a Subscription Health report on Pelcro platform. Pelcro client can select their required date range and interval. The output will be a table based on every interval valid in the selected date range:

2. If user selects a date range of January 1, 2024 to December 31, 2024 with an interval of Monthly, then the table below will be January 1-January 31, February 1 - Feb 29, etc..

3. We generate a table with the variable below based on database queries

1. In order to audit this and verify it is true, verify that CA = OA + NS - CO - CI

2. All variables in table above must be exportable

3. Generate retention and churn rate numbers based on the table above

1. Subscription Retention Rate = (OA - CO)/OA

2. Total Retention Rate = CA / (OA + NS)

3. Subscription Churn Rate = CO / OA

4. In-Period Churn Rate = CI / NS

5. Total Churn Rate = (CO + CI) / (OA + NS)
   
   Here is a quick mockup:

   https://v0-subscription-health-report.vercel.app/